Dashboard Overview
The Dashboard & insights area of FunnelStory is where you see your book of business at a glance, drill into accounts, follow metrics and signals, and review activity over time.
How the pieces fit together
| Area | Route (typical) | When to use it |
|---|---|---|
| Accounts | /accounts | Search, filter, sort, and export the customer list; open any account for detail. |
| Metrics & charts | Dashboard cards, account detail, Other views → Property charts (when enabled) | Trends, distributions, and account metric history. |
| Timeline | Inside an account (or user) | Chronological product activity, integrations, and optional signals on one record. |
| Signals | Configure → Signals (when available) | Workspace rules that drive alerts, filters, and downstream automation. |
| Custom dashboards | /v2/dashboards (when provisioned) | Curated, chart-first layouts built with your FunnelStory team. |
Exact navigation labels can vary slightly by role and workspace configuration.
Other entry points
- Focus Areas — When enabled, a guided landing for prioritized work (otherwise you may land on Accounts).
- Journey — Funnel analytics and stage configuration; complements dashboard funnel cards.
- Relationship maps — On an account, visualize internal–external relationship strength; see Relationship maps.
Related
- Accounts view — filters, columns, and export.
- Metrics — reading trends and account metric history.
- Timeline — event stream on an account.
- Signals — workspace signal rules.
- Custom dashboards — enterprise layouts on
/v2/dashboards. - Funnels — journey definitions behind stage-based reporting.