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Overview of the 4 standard dashboards and basic functionality such as interacting with the dashboards and exporting.

Dashboard Gallery

In this article we'll walk you through the main concepts and terminology related to custom dashboards.

Custom Dashboards Overview

Use the Dashboard Builder to customise dashboard layouts, adding your preferred tiles to visualise data.

Dashboard Builder

Shem Bogusz

Sandra McCarthy

Dashboards

Use the Dashboard Manager to create, sort, group and organise dashboards plus connect the required data sources.

Dashboard Manager

The default data sources provide data to the default dashboards but can also be re-used on your own custom dashboards.

Dashboards: Default Data Sources

Configure your own data sources with custom filters and dates to be used on your dashboards.

Dashboards: Custom Data Sources

Share dashboards with other workspace users or via a public link.

Dashboard Sharing

Dashboard Tools

All dashboard tile types have some common settings you'll want to become familiar with.

Dashboard Tiles: Common Settings

A full list and explanation of the summary functions available in the Dashboard Builder.

Dashboard Summary Functions

The cards tile is used to display a series of KPI elements (cards), with varying layout and display options.

Dashboard Tile: Cards

The chart tile is used to display information on an x and y axis. For example, bar and line charts.

Dashboard Tile: Chart

Gauges are used to show an actual KPI results against a target value such as budget.

Dashboard Tile: Gauges

The grid tile is used to display information in a table layout with varying column types.

Dashboard Tile: Grid

The image tile is used to add images to the dashboard.

Dashboard Tile: Image

The pies tile is used to display pies or donuts that represent the contribution of each value to a total.

Dashboard Tile: Pies

Dashboard Tiles

How to update the Dashboards to report on your preferred period

Can I remove current month from Last 6 months Tiles?

Change the date range for a Dashboard Tile

Dashboards: Change Tile Date Ranges

Dashboard FAQs

Status Page

Getting Started

Contact Us

Find answers and get help from Intercom Support and Community Experts

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