How to create a Dashboards

Modified on: Mon, 20 Jan, 2025 at 1:33 AM

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Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a unified view using our dashboard feature.


TABLE OF CONTENTS


Step 1: Navigate to Dashboards Menu

  • Click on the blue dashboard navigation button, found on the left side of your screen.


Step 2: Click on "Add Dashboard"


Step 3: Assign a Title

  • Give your dashboard a clear and descriptive title that aligns with its reporting purpose.

Step 4: Configure Permissions

  • Set up permissions for your dashboard according to your preference. Choose between keeping it private for personal use or sharing it with your entire team.

Step 5: Click "Confirm"

Step 6: Add widgets

  • Choose from a list of predefined goals to instantly add relevant widgets tailored to your tracking needs.

  • Unsure what to track? Quickly select from the most popular widgets used by other users.

  • Combine Options: Select widgets from multiple goals or top-used suggestions to create a comprehensive dashboard in just a few clicks.

  • Manual Widget Addition: Still want full control? You can manually add widgets if needed. Learn more about adding custom widgets 



Note: 

Wondering which plan unlocks the customizable Dashboards?
Custom widgets and custom reports are available for the $297 and $497



What's Next:


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