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What are dashboards?

Dashboards are collections of report panels arranged on a single page. Use them to monitor multiple metrics at once and share views with your team. Each panel displays a report, so you can see charts, numbers, and tables side by side.

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Creating a dashboard

  1. Go to Reports in the navigation
  2. Click New Dashboard
  3. Enter a title and optional description
  4. Choose an icon for the dashboard
  5. Click Create

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Creating from a template

You can also create a dashboard from a template to get started quickly with pre-configured panels. For example, the Subscription Revenue template comes with key revenue metrics already set up.
Templates are a great starting point. You can always customize the panels after creating a dashboard from a template.

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Adding reports

  1. Open a dashboard
  2. Click Add Report
  3. Choose to create a new report or add an existing one
  4. The report appears as a panel on the dashboard

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Arranging panels

Customize your dashboard layout to highlight the metrics that matter most:
  • Drag panels to reposition them on the dashboard
  • Resize panels by dragging their edges to make them larger or smaller
  • Toggle Edit mode to rearrange panels, then switch back to view mode when you are done
Changes to panel layout are saved automatically when you exit edit mode.

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Dashboard time controls

Use the dashboard-level time range and granularity selectors to control all panels at once. Individual reports on the dashboard inherit these settings, so you can quickly switch the entire view between different time periods without editing each report separately.