Table of contents
How to create a dashboard
Go to Visualization > Dashboards > + New dashboard.
Give your dashboard a title.
(Optional) Select a parent dashboard. If chosen, this dashboard will become a sub-dashboard, and you will see it under the parent dashboard in the dashboard list.
(Optional) Choose a different dashboard theme.
(Optional) Filter data by teams. If you add teams, the dashboard will only show data created by (or linked to) those teams.
(Optional) Expand the Advanced settings if you want to create the dashboard for specific teams, limit dashboard access, change the time zone, or allow team managers to edit the dashboard.
Click Save to finish and create a blank dashboard.
Now you can start adding widgets and build formulas based on your data. Click + Add widget in the top menu or press A on your keyboard to get started.
When creating a dashboard, you can choose between two dashboard types – Standard and Dynamic.
Standard – The dashboard will show data to everyone equally. For example, if this is a Sales dashboard, the Marketing team will also be able to see the KPIs even though their data is not on the dashboard. This type is sharing-friendly.
Dynamic – The dashboard will show the data of the person viewing it. For example, if this is a Sales dashboard, everyone from the Sales team will see their own KPIs, and those from Marketing won't see anything. This type is great for quickly generating lots of individual dashboards.
You can limit access to only allow specific teams in your organization to view your dashboards. The limitations apply to everyone who's not an admin in your organization.
Allow managers to edit
This setting is an extension of the Filter data by teams setting. Managers of the added teams will be able to add, reorganize, duplicate, and to some extent modify the widgets on the dashboard.
How to add widgets to the dashboard
Click + Add widget in the top menu (or press A on your keyboard).
Select a widget.
Drag the widget onto the dashboard while holding the left button on your mouse. You can always move, resize, and copy your widgets.
Select a formula under Actual Value or click + Create formula to create a new one. If you need help with formulas, go to this article.
Adjust the Time period to your needs.
Each widget has different configuration options. Feel free to try them until your widget looks like you want it. We'll render a preview to show you what happens.
Once you're ready, click Save.
Keep adding widgets until your dashboard is complete. For inspiration, read our article on dashboard best practices.