To create a custom dashboard:
Navigate to the "Home Tab."
Choose "My Dashboard": In the dashboard drop-down view, select "My Dashboard" to create a new custom dashboard or to view any existing custom dashboards you've created.
Create Your Custom Dashboard: Click the "+CUSTOM DASHBOARD" button and start building your dashboard quickly.
Users can customize their dashboard and give it a name, description, and manage viewing details.
Keep it private for your eyes only, or
Go public for everyone in your organization.
Want to share it selectively? Choose the "Shared" option and grant viewing access to specific teams, subteams, or reps.
Adding visualizations to the board
From the list of Single Object & Reports, select the desired KPIs & reports that you want to add to your dashboard. Once that’s done, tap on “CREATE DASHBOARD”
With the dashboard named and access managed, users can add captivating objects and insightful reports to their board.
I hope this article was helpful to you. If you have any queries, drop us an email at "[email protected]," and we'll help you.
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