Create a Dashboard
Follow this guide to build your first dashboard combining multiple reports into one view.
Before You Begin
Dashboards display reports you've already created. Make sure you have at least one report before starting.
- Need to create a report? See Create a Report
- You can add reports from any data source to the same dashboard
Navigate to Dashboards
From the main navigation, click Dashboards in the left sidebar, then click + New Dashboard.
Name Your Dashboard
Enter a descriptive name. Good names reflect the purpose or audience:
- Monthly Sales Overview
- Executive Summary - Q4 2024
- Marketing Campaign Performance
- Operations Daily Monitor
Add Your First Widget
The dashboard editor opens with an empty canvas. Click + Add Widget to add your first element.
Widget Types
Report
Add an existing report (pivot + chart)
Chart Only
Show just the chart from a report
Table Only
Show just the pivot table
KPI Card
Big number with optional trend
Text / Heading
Add labels or descriptions
Image
Logos or reference graphics
Select a Report
After selecting a widget type that uses a report, you'll see a list of your reports. Click to select one.
- Use the search box to find reports by name
- Preview shows the report's chart/table
- Click Add to place it on the dashboard
Arrange and Resize
Position widgets on the grid:
- Move — Click and drag the widget header
- Resize — Drag the corners or edges
- Snap to grid — Widgets align automatically
- Overlap — Not allowed; widgets push others aside
Tip: Start with a rough layout, then fine-tune. Place KPIs at the top, detailed charts below, and tables at the bottom.
Add More Widgets
Repeat steps 3-5 to add additional widgets. A good dashboard typically includes:
- 2-4 KPI cards at the top for key metrics
- 2-3 charts showing trends or comparisons
- 1-2 tables for detailed drill-down
- Text headings to organize sections
Add Global Filters (Optional)
Global filters let viewers filter all widgets at once. For example, a date filter that limits every chart and table to a specific time period.
- Click + Add Filter in the filter bar area
- Select a field (e.g., Date, Region, Category)
- Choose filter type (dropdown, date range, search)
- Configure which widgets the filter applies to
Date Range Filter
Calendar picker for start/end dates
Dropdown Filter
Select one or multiple values
Search Filter
Type to search and select
Slider Filter
Numeric range with handles
Configure Auto-Refresh (Pro)
For dashboards that monitor live data, enable auto-refresh:
- Click the ⚙️ Settings icon in the dashboard toolbar
- Enable Auto-Refresh
- Select refresh interval: 1, 5, 15, 30, 60 minutes
- Save settings
Note: Auto-refresh is available on Pro and Business plans only.
Save and Preview
Dashboards auto-save as you work. Use these options:
- Preview mode — Click the 👁️ icon to see viewer experience
- Edit mode — Return to editing by clicking Edit
- Full screen — F11 or the expand icon for presentations
Layout Best Practices
Top → Bottom Priority
Put the most important metrics at the top. Users read dashboards like web pages.
Left → Right Flow
Summary on left, details on right. Big picture first, then drill-down.
Visual Balance
Mix widget sizes. Don't make everything the same dimensions.
White Space
Don't overcrowd. Leave padding between widgets for readability.
Example: Sales Dashboard Layout
KPI
KPI
KPI
KPI
Line Chart
Bar Chart
Table
What's Next?
- • Learn about Layout & Design options
- • Share your dashboard with your team
- • Set up scheduled PDF exports