Creating and managing dashboards

You’ll need to be a Staff, Admin, or Owner in ChartMogul to create, delete, and customize personal and shared dashboards. Read-only users can only create personal dashboards.

Create dashboards so each team can keep track of key metrics and progress in their dedicated space. Or, customize your existing dashboards.

Here’s what we cover in this article:

Before you begin

Familiarize yourself with the default dashboards ChartMogul provides.

Accessing dashboards

Navigate to Dashboard to see all available dashboards listed as tabs. Click the tabs to switch between dashboards. Drag the tabs around to change their order.

Screencap of the user switching between and moving around dashboard tabs.

Adding dashboards

  1. Navigate to Dashboard.
  2. Click Add Dashboard.
    Screenshot of a dashboard highlighting the Add Dashboard button.
  3. Enter the Name of your dashboard.
  4. Under Available for, select who can access your dashboard: Just me, Users with a CRM seat, or Entire team.
  5. Click Add to create your dashboard.
    Screenshot of the Add Dashboard dialog highlighting the Add button.

Editing dashboards

To rename a dashboard or change its visibility:

  1. Switch to the dashboard you want to edit.
  2. Click the Settings   icon next to the dashboard’s name.
  3. Select Dashboard settings.
    Screenshot of a dashboard drop-down with the Dashboard setting option highlighted.
  4. Adjust the dashboard’s Name or change its visibility under Available for.
  5. Click Update for your changes to take effect.
    Screenshot of the Edit Dashboard dialog highlighting the Update button.

Deleting dashboards

Deleting a dashboard is permanent and cannot be undone. Shared dashboards are deleted for all team members.

To delete a dashboard:

  1. Switch to the dashboard you want to delete.
  2. Click the Settings   icon next to the dashboard’s name.
  3. Select Delete dashboard.
    Screenshot of a dashboard drop-down with the Delete dashboard option highlighted.
  4. Confirm by clicking OK.

Next Steps

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