Managing Dashboards

Dashboards are the primary way to organize and view multiple charts together. Each dashboard uses a 12-column grid layout where you can place, resize, and rearrange chart widgets and KPI tiles.

Creating a Dashboard

  1. Navigate to Dashboard ‣ My Dashboards

  2. Click New

  3. Fill in the dashboard settings:

    • Name - A descriptive name for the dashboard

    • Description - Optional description of the dashboard’s purpose

    • Public - Check to make visible to all users (private by default)

    • Is Template - Check to allow other users to clone this dashboard

    • Auto Refresh - Set an interval for automatic data refresh: Disabled, 15 seconds, 30 seconds, 1 minute, 2 minutes, 5 minutes, or 10 minutes

    • Grid Columns - Number of columns in the layout grid (default: 12)

  4. Click Save

Adding Items to a Dashboard

Adding a Chart

  1. Open your dashboard in form view

  2. Go to the Items tab

  3. Click Add a line

  4. Set the Type to “Chart”

  5. Select a Chart Configuration from the dropdown

    Note

    Only chart configurations you own or that are marked as Public will appear.

  6. Optionally set a Custom Title to override the chart’s default name

  7. Set the grid position:

    • Column - Starting column (0-11)

    • Row - Starting row

    • Width - Number of columns to span (1-12)

    • Height - Number of rows to span (1-20)

  8. Click Save

Adding a KPI Tile

  1. Open your dashboard in form view

  2. Go to the Items tab

  3. Click Add a line

  4. Set the Type to “KPI Tile”

  5. Configure the KPI:

    • KPI Model - The data model to query

    • KPI Field - The numeric field to aggregate

    • Aggregation - Sum, Average, Count, Minimum, or Maximum

    • KPI Filters - JSON domain to filter records

    • Comparison - No Comparison, Previous Period, or Previous Year

  6. Set the grid position and size

  7. Click Save

Viewing a Dashboard

There are two ways to view a dashboard:

  1. From the list/kanban view: Click on any dashboard card or row

  2. From the form view: Click the Open Dashboard button in the header

The dashboard viewer displays all items in the grid layout with interactive charts.

Tip

In the dashboard viewer, you can drag items to reposition them and resize them by dragging the edges. Changes are saved automatically.

Setting a Default Dashboard

Set a dashboard as your default so it loads when you open Dashboard:

  1. Navigate to Dashboard ‣ My Dashboards

  2. Either:

    • Toggle the Default switch in the list view, OR

    • Open the dashboard and click Set as Default in the header

Only one dashboard can be set as default at a time. Setting a new default automatically unsets the previous one.

Cloning a Dashboard

Clone an existing dashboard (including templates) to create your own copy:

  1. Open the dashboard you want to clone

  2. Click the Clone button in the header

  3. A new dashboard is created with all the same items and configurations, owned by you

Tip

Browse Dashboard ‣ Dashboard Templates to find pre-built dashboards you can clone. Templates are dashboards marked with the “Is Template” flag that are designed to be starting points.

Configuring Access Control

Control who can see and edit your dashboards:

  1. Open the dashboard in form view

  2. Go to the Access Control tab

  3. Configure:

    • View Access Groups - Security groups that can view this dashboard

    • Edit Access Groups - Security groups that can modify this dashboard

If no access groups are set and the dashboard is not public, only the owner can see it.

Important

The access control tab only controls dashboard-level visibility. Users also need read access to the underlying data models used by the charts. A user who can see the dashboard but lacks access to the CRM module will see “No Data” for CRM charts.

Dashboard Templates

Dashboard templates allow administrators to create pre-configured dashboards that users can browse and clone:

  1. Navigate to Dashboard ‣ Dashboard Templates

  2. Browse available templates in kanban or list view

  3. Click Clone to create your own copy of a template

  4. Click Preview to view the template before cloning

To create a template:

  1. Build a dashboard with the desired charts and layout

  2. Check the Is Template checkbox

  3. Optionally check Public so all users can see and clone it

  4. Click Save

Archiving Dashboards

To archive a dashboard you no longer need:

  1. Open the dashboard in form view

  2. Click the Archive button in the status bar

  3. The dashboard is hidden from the default view but not deleted

To restore an archived dashboard, use the search filters to find archived records and click the Archive button again to reactivate.

See also