The Dashboards module within our system serves as a powerful tool for presenting and visualizing data and content that is relevant to your organization or specific users.

CRM Dashboard

Key Characteristics#

  1. Dashboards are very similar to Portals (see Portals module for more details), but differ in two important ways:

  • Object Independence: Dashboards are not associated with any particular object. This versatility allows you to curate and display information from various aspects of your organization, enhancing data accessibility.

  • Availability: Dashboards are conveniently accessible from the left-pane menu within the M-Files client. This placement ensures that users can quickly navigate to relevant Dashboards at all times.


You can open your dashboards while editing a metadata card, Customer Portal or previewing a document.

  1. Seamless Integration with UI Components:

  • Dashboards seamlessly integrate with a variety of user interface components. These components include plots, lists, and embedded HTML, offering an array of options for customizing the way you present your data. For detailed information on available UI components, please check this post).