Canvases are custom dashboards you create simply by describing them. Tell Ultragent what you want to see — your open pipeline, this week's meetings, quota progress, your healthiest accounts — and it composes the charts, scorecards and lists for you, filled with your real CRM data. The widgets appear live as it builds, so you watch your dashboard come together.
What a canvas can show
- Key numbers: pipeline value, quota attainment, unread emails and more as clear scorecards.
- Trends: line and bar charts, such as deals by stage or email volume over time.
- Live lists: upcoming meetings, quick wins, at-risk deals, recent contacts and top accounts.
Create your first canvas
- In the left menu, click Canvases.
- Click New canvas.
- Pick a starter template, or describe your own dashboard in the box.
- Watch the widgets appear live as Ultragent builds your canvas.
Starter templates to get going fast
| Template | What you get |
|---|---|
| Sales pipeline overview | Open pipeline value, deals by stage, quick wins and at-risk deals. |
| My week | Overdue tasks, upcoming meetings and your email volume. |
| Quota tracker | Quota attainment versus target, quick wins and open pipeline. |
| Account health | Top engaged accounts, at-risk deals and recent contacts. |
| Email performance | Sent versus received trend, unread count and recent emails. |
Tip
Not sure what to ask for? Start with a template, then refine it in your own words — for example, 'only show deals closing this month.'
Refine a canvas anytime
Your dashboard is never locked in. Open any canvas and use the refine panel to ask for changes in plain English. Add a chart, swap a list, focus on a single region — Ultragent updates the canvas live while you watch.
- Open a canvas from your Canvases list.
- In the refine panel, type the change you want.
- Send it, and watch your canvas update in place.
- Click Refresh on the header anytime to pull the latest data.
Share canvases with your team
Canvases can be kept to yourself or shared with your organization, so the whole team can rally around the same live view. Each card shows whether you own it or it has been shared with you.
Good to know
Canvases always read from your live CRM data, so the numbers stay current every time you open them. AI credits for building and refining canvases are included in your plan.
Do I need to know how to build dashboards?
Not at all. Just describe what you want in everyday language, or pick a starter template, and Ultragent builds it for you.
Is the data real or just a sample?
It is your real CRM data. Canvases pull from your accounts, contacts, deals, meetings, tasks and emails, and refresh when you open them.
Can I change a canvas after it's built?
Yes. Open it and use the refine panel to ask for any change in plain English. The canvas updates live.
How do I make sure the numbers are up to date before a meeting?
Click Refresh in the canvas header to pull the latest data on demand. Canvases also refresh automatically each time you open them.
Can my team see my canvases?
You choose. Keep a canvas private or share it with your organization so everyone works from the same view.