Building a Dashboard

Objective: Build and share a dashboard that visualizes data from your saved tables.

Prerequisites

• At least one saved table (widgets pull from tables).
• Role with permission to create dashboards and view the underlying tables.
• Access via Dashboards in the sidebar.

Creating a New Dashboard

1. Click Dashboards → Create Dashboard (top-right).
2. Name it and Create. You start in edit mode.

Adding Widgets

1. Click + Add widget.
2. Choose a saved table as the data source. (All widgets require a saved table.)
3. Pick widget type: KPI, Top list, Ratio, Comparison, or Tracker case widget.
4. Adjust size (compact/extended) and add to the grid.

Tip

You can create unlimited dashboards – consider making one for each system or technical area, or one that consolidates all KPIs important to your organization.

Share and permissions

• Click Collaborators to share with users/groups.
• View permissions on the dashboard respect the permissions of its source tables. Ensure collaborators can access those tables.

Verify and adjust

• Switch to View mode to confirm widgets load correctly.
• Drag to reorder; resize as needed.
• Star the dashboard to show it on Home.

Next steps

• Schedule table emails (via Tables) to push KPI details.
• Add Tracker widgets for compliance/change cases.