Once you access Dashboards, you will land on your dashboards list where you can choose one of the templates or create a custom dashboard.
Note: You can have up too 100 dashboards
- Click on '+ New dashboard'
- Choose one of the 'templates' or click 'Create custom dashboard'.
If you choose one of the templates, fill in the additional parameters and we'll generate a dashboard with widgets. You can further customize your dashboard by following the steps below.
3. Click '+ Add widget'. Create your own widget or choose from the available templates.
Learn more about the dashboard widgets
4. Use the 'rich text' widget to add explanations, links and notes directly to your dashboards to help add context to your dashboard.
5. After creating your dashboard, you can change its name by clicking on the title.
Tip: Separate your high level KPIs from you more detailed metrics and funnels in different dashboards to keep the dashboard space user friendly.
Available templates