Unlimited dashboards.
Every team, one truth.

Unlimited boards, drag-and-drop builder, live data, sharing, and templates—track everything that matters.

Boards that scale with your org—not your tab count.

Volume, builder, org, refresh, sharing, templates.

Unlimited Dashboards

Create as many dashboards as you need—by team, region, or use case.

No dashboard limits
Team-specific boards
Executive vs rep views
Quarterly snapshots
Folder organization
Clone and iterate

Custom Dashboard Builder

Drag-and-drop layout, resize widgets, and save versions without code.

Visual builder
Grid and freeform layouts
Widget placement
Responsive breakpoints
Preview mode
Rollback layouts

Dashboard Organization

Folders, naming, and ownership so navigation stays sane at scale.

Folder taxonomy
Owner and editor roles
Archived boards
Search dashboards
Pinned favorites
Audit who changed what

Real-Time Data

Live refresh policies so boards reflect the last few minutes of CRM activity.

Sub-minute refresh options
Per-widget cadence
Load-aware updates
Timestamp display
Manual refresh button
Wallboard mode

Dashboard Sharing

Share with individuals, teams, or roles—view or edit permissions.

Share links
Team grants
Role templates
View-only analytics
Editor cohorts
RevOps guardrails

Dashboard Templates

Start from curated templates for sales, CS, and telephony—or save your own.

Starter packs
Save as template
Tenant-wide publish
Version notes
Import/export
Faster onboarding
app.adoptiv.ai / features/analytics/dashboards

Who uses these analytics

RevOps, sales leaders, and CS—one source of truth on the wall.

Sales leadership

Pipeline, conversion, and rep metrics on dashboards and wallboards without exporting to sheets.

Marketing ops

Campaign and funnel widgets beside CRM data for full-funnel reporting.

Customer success

Health scores and meeting load visible on shared team dashboards.

RevOps

Permissions, sharing, and refresh policies that scale across departments.

What unlimited dashboards unlock

Less spreadsheet theater. More aligned decisions.

01

Boards for every motion

  • AE, SDR, CS, RevOps—each gets their canvas.
  • No more one-size-fits-all tab.
02

Live decisions

  • Refresh policies keep standups honest.
  • Wallboards for the floor.
03

Shared definitions

  • Everyone cites the same widget config.
  • Permissions built in.
04

Unlimited widgets

  • 15+ widget types per board.
  • No artificial caps.
Dashboards

Still exporting CRM screenshots for leadership meetings?

Exports rot the moment they’re sent. Adoptiv dashboards stay live, permissioned, and consistent so every leader works from the same numbers.

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Adoptiv telephony and CRM

Widget depth

Layer unlimited widgets on each board—charts, KPIs, funnels, and tables.

Unlimited widgets

TV-ready wallboards

Take the same data full-screen for sales floors and support centers.

Wallboards

Launch a dashboard in three steps

Create, compose, share.

1

Create board

Start blank or from a template. Name it for the audience.

2

Drop widgets

Add KPIs, charts, and tables. Tune filters for the team.

3

Share

Invite viewers or editors. Pin to navigation for daily use.

FAQ

Everything you need to know about Adoptiv

Quick answers to what sales teams ask most before getting started with Adoptiv.

SOC 2 & ISO 27001
3× Faster Dialing
10,000+ Teams

Unlimited. Spin up boards for every team, region, or motion without extra licensing per dashboard.

Yes. Place widgets, resize panes, and save layouts visually—no SQL or code required for standard metrics.

Yes. Configure refresh intervals so metrics stay current; wallboards can run in full-screen mode.

Grant view or edit to users, teams, or roles. Shared dashboards keep everyone aligned on the same numbers.

Yes. Start from pre-built sales, pipeline, and operations templates or promote your own gold-standard board.

Create a dashboard from a template, drop widgets, set sharing, and invite your team in one session.

Ready for unlimited dashboards?

Free trial. Unlimited boards, widgets, sharing, and live refresh.

No credit card required
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100% Human Support
Adoptiv dashboards