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Creating dashboards from the Dashboards page

Dashboards help you organize your charts. From the Dashboards page, you can create dashboards using charts from multiple pipes.

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Command center icon Screen_Shot_2021-10-04_at_5_40_21_PM.png.

  3. Under the Admin section, click Dashboards.

  4. Click + Create dashboard.

  5. Select the pipes that contain the charts you want to include in your dashboard. You can select as many pipes as needed.

  6. Click Next.

  7. Select the charts you want to include.

  8. Click Create.

  9. Click Untitled to name the dashboard.

  10. Click the edit icon edit.png to add more charts or to add filters to your dashboard.

  11. Click the chart icon chart--column.svg to add more charts to your dashboard.

    Tip

    To add charts from other pipes, click + Add pipes on the Edit a dashboard dialog.

  12. Click the filter icon filter.svg to add a filter.

  13. Click the X icon to exit edit mode.

    Your dashboard is now ready.

Tip

You can also add notes to individual charts. From your dashboard, click on the ellipses next to the chart you'd like to add notes to, then click View chart. A side panel will appear beside the selected chart for your notes.

Resizing a dashboard

With your dashboard set up, you can change the layout of your charts by resizing them.

  1. Go to the selected chart.

  2. Click the bottom right-hand corner of the tile and drag the corner of the tile to resize the tile into the desired size.

Rearranging a dashboard

With your dashboard set up, you can change the layout of your charts by rearranging them.

  1. Click the title of the selected chart.

  2. Drag the chart to your desired location.