dashboard Custom Dashboards
Design personalized analytical views by organizing widgets into custom layouts. Resize, move, and filter widgets to create dashboards that perfectly match your team's needs and workflow requirements.
auto_awesome What Are Custom Dashboards?
Custom dashboards are personalized analytical workspaces where you can arrange both standard and custom widgets exactly how you want them. Think of them as your command center for monitoring specific aspects of your business.
Flexible Layout
Arrange widgets in any configuration you prefer
Role-Specific Views
Create dashboards for different teams and roles
Your Analytics Hub
Centralized view of everything that matters
construction How to Create Custom Dashboards
Building your dashboard is intuitive and flexible. You can start with a blank canvas or use templates, then customize everything to your needs.
Create Dashboard
Start with a blank dashboard or choose from pre-built templates
Add Widgets
Drag widgets from the sidebar onto your dashboard canvas
Arrange Layout
Resize and position widgets to create your ideal layout
Apply Filters
Set dashboard-wide filters to focus on specific data
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Dashboard creation interface showing drag-and-drop widget placement, sizing controls, and layout grid
Screenshot: Complete dashboard builder with widget library sidebar and canvas area
widgets Widget Management Capabilities
Full control over how your widgets look and behave within your dashboard layout.
drag_pan Drag & Drop Positioning
Free Movement
Move widgets anywhere on the canvas
Grid Snapping
Automatic alignment to grid
Auto Rearrange
Widgets shift to make room
Layer Control
Bring widgets to front/back
photo_size_select_large Flexible Widget Sizing
Corner Handles
Drag corners to resize widgets
Edge Handles
Adjust width or height independently
Preset Sizes
Quick size options (Small, Medium, Large)
Aspect Lock
Maintain proportions while resizing
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Widget drag-and-drop in action
Screenshot: Widget being dragged to new position with grid snapping indicators
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Widget resizing controls
Screenshot: Widget with corner and edge handles for resizing
filter_alt Dashboard-Level Filtering
Apply filters that affect all widgets on your dashboard simultaneously, giving you focused views of your data.
Time Period Filters
Filter all widgets to show data from specific date ranges
Project Filters
Focus dashboard on specific projects or workflows
Team Filters
Show data for specific teams or departments only
Custom Field Filters
Filter by any custom field values you've created
Filter Combination Logic
Combine multiple filters with AND/OR logic to create sophisticated data views. For example, show "Sales team data for Q4 2024 for high-priority deals."
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Dashboard-level filter panel showing time period, project, team, and custom field filters with AND/OR logic
Screenshot: Advanced filter interface with multiple criteria and combination logic
library_books Pre-built Dashboard Templates
Start faster with professionally designed dashboard templates for common business scenarios.
Executive Summary
High-level KPIs and performance metrics for leadership teams
Team Performance
Monitor team productivity and workload distribution
Project Analytics
Track project progress and identify bottlenecks
Support Operations
Monitor support ticket volume and resolution performance
Sales Performance
Track sales pipeline and revenue metrics
Operations Overview
Monitor operational efficiency and process performance
settings Advanced Dashboard Management
share Sharing & Permissions
- group Team Sharing: Share dashboards with specific team members
- visibility View-Only Access: Provide read-only access to stakeholders
- edit Edit Permissions: Allow collaborators to modify layouts
- public Public Links: Generate shareable links for external viewing
archive Dashboard Organization
- folder Folders: Organize dashboards into logical folders
- star Favorites: Mark frequently used dashboards as favorites
- label Tags: Add searchable tags to dashboards
- content_copy Duplication: Clone dashboards for different teams
groups Perfect For These Scenarios
Department Heads
Create comprehensive overviews of department performance with role-specific metrics and KPIs
Project Managers
Monitor multiple projects simultaneously with customized views for each project's unique requirements
Data Analysts
Build specialized analytical workspaces with complex widget arrangements and advanced filtering
Operations Teams
Create real-time operational dashboards for monitoring performance and identifying issues quickly
Executive Teams
Design high-level strategic dashboards with company-wide metrics and trend analysis
Client Services
Build client-facing dashboards that provide transparency and demonstrate value delivery
play_circle Getting Started with Custom Dashboards
Begin by creating your first dashboard from a template or starting with a blank canvas. Add widgets, arrange them to your preference, and apply filters to focus on your most important data.