Build Your First Dashboard

With data syncing, you can start building. Dashboards hold your widgets—the charts, tables, and metrics that show what’s happening in your business.

Step 1: Create a dashboard

1. Click Dashboards in the sidebar
2. Click New Dashboard
3. A new dashboard called “Untitled Dash” is created and opens in edit mode
4. Click the title at the top to rename it (e.g., “Monthly Sales” or “Support Overview”)

Step 2: Add a widget

Widgets are the individual components: charts, tables, single-number KPIs.

1. Click + Widget in the header (while in edit mode)
2. The Widget Editor opens

Configure your widget

1. Pick a widget type — Number, Bar Chart, Line Chart, Table, etc. Click a card to select it and move to configuration.
2. Select a dataset — In the Data Layer settings on the right, choose which dataset to pull from
3. Set the function — Row Count, Sum, Average, etc.
4. Configure the X-Axis — Usually a category or date column (for charts)
5. Add a title — Click “Widget Settings” on the left, then enter a title
6. Save — Click Save & Close in the top-right

Tip

Pick the widget type first. Different types have different options—a Number widget lets you set comparisons, a Line Chart has time series settings.

Step 3: Arrange your layout

Widgets snap to a grid. You have full control over placement while in edit mode:

• Move: Drag any widget to reposition it
• Resize: Drag the corners or edges
• Edit: Click the widget menu (three dots) and select Edit
• Delete: Click the widget menu and select Delete

When you’re done, click Save in the header to save your changes.

Step 4: Share it

Once your dashboard looks good:

1. Internal sharing: Dashboards are visible based on Dashboard Group permissions
2. Public links: Create a URL anyone can use (even without an account). You can add password protection.

Note

More on this in Sharing Dashboards.

Tips for better dashboards

• Lead with the headline: Put your most important KPIs (Number widgets) at the top
• Keep it focused: One topic per dashboard. 10-12 widgets is usually the sweet spot before things get cluttered.
• Consistent colors: Use similar colors for related data so the dashboard reads quickly

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Next steps

Nice work—you have a working dashboard. Here’s where to go next:

• Explore chart types — Find the right visualization for different data
• Data transformations — Filter and calculate data before it hits your dashboard
• Filter variables — Add interactive dropdowns to your dashboards