Table of contents
How to create a dashboard
Go to Dashboards > New dashboard.
Give your dashboard a title.
(Optional) Select a parent dashboard. If chosen, your current dashboard will become a sub-dashboard, and you will see it listed under the parent dashboard on the Dashboards page.
(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.
Add-on feature: Choose the dashboard type. Read more below.
(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.
Dashboard types
When creating a dashboard, you can choose between two dashboard types – Standard and Dynamic.
Standard 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 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.
Parent dashboards and sub-dashboards
Plecto follows a simple dashboard hierarchy where you can organize your dashboards in parent dashboards and sub-dashboards.
Sub-dashboards inherit dashboard access from parent, but you can customize and overwrite the access in the sub-dashboard settings (read more about access under Advanced settings below).
Advanced settings
Limit access
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.
If you set up an access limit to a parent dashboard, all its sub-dashboards will inherit this limit. However, if you set a custom team limit to a sub-dashboard, it will overwrite the limits inherited from the parent dashboard.
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 and drag it onto the dashboard while holding the left button on your mouse. You can always move, resize, and copy your widgets.
Under the Data tab, select an existing formula or create a new one. For table and timeline widgets, you need to add new columns to add/create formulas (1 column = 1 formula). If you need help with formulas, go to this article.
Each widget has different configuration options. Explore the Settings tab and adjust the settings until your widget looks like you want it. We'll render a preview to show you what happens.
Adjust the Time period to your needs.
Once you're ready, click Save widget.
Keep adding widgets until your dashboard is complete. For inspiration, read our article on dashboard best practices.