Compose Dashboards

Dashboards combine reports, charts, and metrics into a single view tailored to a role or use case.

Create a dashboard

1. Go to Dashboards → New Dashboard.
2. Give it a name and (optionally) a description.
3. Choose a default layout or start blank.

Add tiles

Tiles can display:

• Metric — a single number with trend
• Chart — bar, line, pie, etc.
• Table — rows from a saved report
• List — recent records or activity

Drag and resize tiles to arrange your layout.

Audience and visibility

Set who can see the dashboard:

• Private — just you
• Shared — selected teammates or roles
• Affiliate-wide — visible to anyone in your affiliate