🖥️Dashboards

Dashboards are a great way of organizing your key reports and numbers to get a clear comprehensive look of your company's performance.

Learn how to set up, add to and edit a dashboard.

Creating a dashboard

1. Click on "Dashboards" on the sidepanel

2. Click on "Add a new Dashboard" on the top right

3. Set a name and a description for your dashboard

4. You can now add widgets to your new dashboard by clicking into any Drivepoint report and adding a chart with configured filters through the + sign on the top left of the chart

Editing a dashboard

We created three global dashboards for all customers which you are unable to edit.

To edit your own dashboards you will need to remove the current widget and re-add it with the new filters you set:

1. Click on the dashboard you would like to edit

2. Click on "Edit" on the top right

3. Click on the 🗑️ icon on the widget you would like to remove

4. Navigate to the report you would like to add to your dashboard

5. Configure the filters

6. Click on the + icon on the chart to add it to your dashboard

Configuring the appearance of a dashboard

1. Click on "Edit"

2. Move the widget with the center icon around the page

3. On the bottom left, expand the size of a chart

4. Click on "Save"

Deleting a dashboard

1. Click on "Dashboards" in the sidepanel

2. Click on the ... next to the dashboard

3. Change the title or name of a dashboard or

4. Delete a dashboard

Questions?

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