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

Dashboard Tiles: Common Settings

Quick video to show how to Copy a Tile from one Dashboard to another

Dashboard Tiles: Copy Tile

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

Shem Bogusz

Dashboard Tiles

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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