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Working with Dashboards

Build custom workspaces for performance reviews, board presentations, seasonal planning, and more

What Is a Dashboard?

A dashboard is your custom workspace — a collection of report sections, charts, and KPIs arranged on a single page. You can build dashboards for different purposes: weekly performance reviews, board presentations, seasonal planning, competitive analysis, and more.

Types of Dashboards

  • Custom Dashboard — You create it from scratch. Fully customizable and editable by the owner.
  • Pre-built Dashboard — Expert-curated templates filtered for your account type. Not editable, but great for reference and inspiration.
  • Report Dashboard — A single report rendered as a full-page dashboard. Not editable.
  • Shared Dashboard — A custom dashboard another team member made public. Viewable by everyone in your organization, editable only by the owner.

Creating a New Dashboard

  1. From the Dashboard Catalog page, look for the option to create a new dashboard.
  2. Give it a name and choose your date anchor setting: Arrival Date or Booked-On Date.
  3. Your new blank dashboard opens in the editor, ready to build.

Building Your Dashboard

Once you're in the dashboard editor:

  • Add sections using the add/plus controls — each section holds one report.
  • Choose a report from the report picker — you'll see only reports available to your account type.
  • Rearrange sections by dragging them into your preferred order.
  • Resize sections to emphasize the data that matters most.
  • Set section-level filters if you need different filter settings for different reports on the same dashboard.

Note: Your changes save automatically. No save button needed.

Dashboard Header Controls

When viewing a dashboard, the header bar gives you quick access to:

  • Star icon — Toggle favorite (yellow = favorited)
  • Share toggle — Switch between private (orange lock icon) and public (green building icon)
  • Filter button — Open the filter panel
  • Date picker — Change the active date range
  • Email/Schedule button — Set up recurring email delivery
  • Export button — Download the dashboard
  • Merlin AI button — Open the AI assistant

Using Pre-Built Dashboards

Pre-built dashboards are ready-made templates curated for DMO users. Browse them in the Pre-built section of the Dashboard Catalog. They're an excellent starting point if you're new to the platform, and great inspiration for building your own custom dashboards.