Skip to main content
Table of Contents

Dashboard

How to create a dashboard.

Travis Bates
Updated by Travis Bates

IN THIS ARTICLE

Create a customized dashboard, a visual display for graphs, tables, maps, and other key data to provide a quick and easy way to monitor and analyze performance, trends, and metrics.

Dashboards

  • In the navigation bar select   Dashboards.
  • Click   New to create a new dashboard.
  • Select   Add to add content to a dashboard.

New

On the Dashboards page select    New  to create a new dashboard

Enter a name for the dashboard and select Save.

Add

Navigate to the new dashboard by selecting it. To add a chart, select +Add, then Chart.

Select the checkboxes for the desired charts, then select Add. Or, select Create New to build a new chart.

Customize

To resize a chart select the     Ellipsis to open the chart options menu.

Drag charts up or down with the     Grip icon to organize the dashboard.

Focus

Select the     Expand   icon to focus on one chart at a time. This is also the optimized view for mobile.

Videos

Dashboards

How did we do?

Contact