Your dashboard should work for you — not the other way around. In this walkthrough, we break down the LIO dashboard step by step so you can clearly understand how it is structured, what comes by default, and how you can fully customize it based on your workflow. Instead of adjusting your work around the dashboard, you’ll learn how to design the dashboard around your work. We also explore the three main ways to view your data — Table view, Chart view, and Stats view — so you can choose the format that gives you the most clarity and control. What this video covers What’s included by default in the LIO dashboard setup How to add your own custom report cards Managing Lead, Deal, Company, Contact, and User report cards Switching between Table, Chart, and Stats views Dragging, resizing, editing, and removing dashboard cards Structuring your dashboard so the most important data is always visible first Build a dashboard that fits your team https://worksbuddy.ai/ See what’s included before you commit https://worksbuddy.ai/pricing Need help or setup guidance? https://worksbuddy.ai/contact