Available with the following plans:
You can create your own custom dashboard from scratch to include KPIs and Insights.
This article covers the following:
Creating a New Dashboard
Open the Reports section
Click plus sign next to Add New Dashboard
Click Start from Scratch
Editing a Dashboard
Open the Dashboard editor by clicking the Edit button
Remember to click Save & Publish after making your adjustments!
Note: if you don't see the edit button, you may need to zoom out on your browser.
Adding KPIs to a Dashboard
To add a KPI, drag and drop Key Performance Indicator from the New Item list to the dashboard area.
Select a measure to display.
Click the KPI to:
Filter by different attributes - select any option in the Filter by section.
The availability of the options depends on the data available in your workspace.Compare data with the previous period or the same period in the previous year - select the option in the Comparison dropdown.
You can also select whether the resulting percentage is displayed in red or green.
Removing KPIs
In editing mode, click on the KPI
Click the trash can icon in the upper right corner
Adding Insights to a Dashboard
To add an Insight, drag the Insight from the Saved Insights list and drop it to the dashboard area.
Click Save & Publish to save
Note: We recommend that you keep the total number of KPIs and Insights on a single dashboard below 16 to avoid delays in computation.
Removing Insights from a Dashboard
Click the three dots [...] in the top right corner of an Insight
Click Remove from Dashboard
Adding Filters to a Dashboard
To add a Filter, drag Attribute Filter from the New Item list to the top of dashboard
Select Attribute you wish to filter on from list
Removing Filters
To remove a filter, drag the Attribute Filter left until blue Drag to remove the drop section appears.
Editing Layout of KPIs and Insights
To rearrange KPI or Insight on a dashboard, drag and drop them to a new place. The dashboard displays the target place as you drag it.
Editing Size of KPIs and Insights
You can adjust the size of the KPI or Insight on a dashboard to suit your needs. To change the width, drag the right end of the KPI or Insight to adjust the width (the number of columns it occupies).
Editing Title and Descriptions
To add a title and/or description for a section on the dashboard, click Add Title here and Add Description here at the top of a section.
The maximum length of the title is 50 characters; the maximum length of the description is 300 characters.
To hide the title or the description in the View mode, leave it empty when editing the dashboard.
To add a name for the dashboard, click Untitled at the top and type the name.
To change the dashboard name later, click the Edit button, click the current name, and type the new name.
Copying a Dashboard
Click the three dots [...] in the top right corner of Dashboard
Click Save as New
Update name of dashboard copy
Click Create Dashboard button
Deleting Dashboards
Open the Dashboard editor by clicking Edit button
Click the 3 dots in the upper right corner
Click Delete
Note: if you don't see the edit button, you may need to zoom out on your browser.