> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Standard dashboard

> The packaged Salesforce dashboard on the Standard Dashboard tab of ShiftUp Analytics, summarizing seller profiles, account plans, strategies, and pipeline with native Salesforce reports behind every widget.

The **Standard Dashboard** tab in **ShiftUp Analytics** embeds the packaged Salesforce dashboard named **ShiftUp Dashboard**. Unlike the [Pipeline](/product/pipeline-dashboard) and [Adoption](/product/adoption-dashboard) tabs, which are built into the ShiftUp app, this is a native Salesforce dashboard: every widget is backed by a packaged report in the `ShiftUp Reports` folder, and you can open, clone, and customize it with standard Salesforce dashboard tools.

## Location and access

* **In ShiftUp:** open **ShiftUp Analytics** and select the **Standard Dashboard** tab.
* **In Salesforce:** open the **Dashboards** tab and find **ShiftUp Dashboard** in the `ShiftUp Dashboards` folder.

The dashboard runs as one specified user, so every viewer sees the same org-wide numbers regardless of their own record access. If Salesforce cannot load the dashboard for a user (for example, the `ShiftUp Dashboards` folder is not shared with them), the tab hides the embedded dashboard instead of showing an error. See [Reports and Dashboards](/setup/reports-and-dashboards) for how to share the ShiftUp report and dashboard folders.

## Metrics

The top of the dashboard shows seven metric cards:

| Metric | What it counts |
| :- | :- |
| Total Seller Profiles | All seller profiles, including inactive ones. |
| Total Account Plans | All account plans, including inactive ones. |
| Total Strategies | All strategies, including archived ones. |
| Total Unassigned Strategies | Strategies with no assigned user. |
| Active Strategies not in Pipeline | Active strategies without a linked opportunity. |
| Active Strategies in Pipeline | Active strategies linked to an open opportunity. |
| Active Pipeline Value | Total opportunity amount on active strategies with open opportunities. |

## Charts and tables

| Widget | What it shows |
| :- | :- |
| ShiftUp Pipeline by Strategy Status | Donut of strategy counts by status. |
| Active Pipeline Count by Stage | Funnel of active in-pipeline strategy counts by opportunity stage. |
| Active Pipeline Amount by Stage | Funnel of active pipeline amount by opportunity stage. |
| ShiftUp Strategy Close Rate | Stacked bar of closed strategy value split by won versus lost. |
| ShiftUp Pipeline by User | Table of strategy counts by assigned user and status. |
| Top Accounts by Active Pipeline Value | Table of accounts ranked by active pipeline value, with strategy counts. |
| Pre-funnel Pipeline by Value Score | Donut of draft strategies by value score. |
| ShiftUp Pipeline by Industry | Donut of pipeline amount by the account plan's industry. |
| Account Plans by Industry | Donut of account plan counts by industry. |
| Account Plans by Seller Profile | Grouped columns of account plan counts by seller profile and plan status. |

## Source reports

Every widget is built on a packaged report in the `ShiftUp Reports` folder, including ShiftUp Seller Profiles by Status, ShiftUp Account Plans by Status, ShiftUp Opportunity Strategies by Status, ShiftUp Unassigned Strategies, Active Pipeline Value, ShiftUp Pipeline Conversion Rate, Strategies by User, Top Accounts by Active Oppty Value, ShiftUp Draft Strategies, and the industry and seller profile breakdowns. Open a widget to drill into its report, or use the reports directly to build your own dashboards.

Salesforce runs reports as the viewing user, so a report opened from the dashboard reflects only the records that user can see and may not match the dashboard's org-wide totals.