Working with Dashboards

Dashboards are your personalized workspaces where you can organize reports, charts, and data visualizations for any purpose. You can build them from scratch, use expert templates,or share them with your team to keep everyone aligned and focused.

What Are Dashboards?

Think of dashboards as your custom workspaces. Each dashboard can contain multiple reports, charts, and data visualizations arranged exactly how you want them. You can create different dashboards for different purposes—one for weekly performance reviews, another for board presentations, another for seasonal planning.

Creating Your First Custom Dashboard

Step 1: Start from scratch or use a template

  • Click the "+" button in your navigation sidebar
  • Choose "Create Dashboard" for a blank canvas
  • Or select "Use Template" to start with a pre-built layout of reports

Step 2: Add reports to your dashboard

  • Open the report catalog (look for the catalog icon)
  • Drag reports onto your dashboard
  • Arrange them by dragging sections around
  • Resize sections to emphasize important data

Step 3: Let it auto-save

  • Your changes save automatically every 2 seconds
  • No "Save" button needed—just work naturally

Types of Dashboards You'll Encounter

Custom Dashboards (fully editable)

  • You create these from scratch
  • Completely customizable layout
  • You can edit them anytime
  • Perfect for your specific needs

Pre-Built Dashboards (templates)

  • Created by experts
  • Great starting points
  • You can clone them to make your own version
  • Can't edit the original, but you can make a copy

Shared Dashboards (team resources)

  • Created by someone on your team
  • Can be visible to everyone in your organization
  • Look for the green badge with a building icon
  • If you need to edit a shared dashboard that is owned by another team member, you can create your own copy

Dashboard Best Practices

Keep it focused: Try to limit dashboards to 10-15 reports for best performance. If you need more, consider creating multiple topic-specific dashboards.


Use consistent filters: Apply filters at the dashboard level so all reports show the same time period and market data.


Name them clearly: Use descriptive names like "Q4 Market Performance" or "Summer Season Analysis" so you can find them later.


Set a default: Ask your administrator to set your most-used dashboard as your default—it's what you'll see when you log in.