Creating and managing dashboards

Dashboards in ChartMogul let you pin and arrange reports into dedicated views so different teams can track the metrics most relevant to them. You can create personal dashboards — visible only to you — or shared dashboards — accessible to everyone on your team.

Here’s what we cover in this article:

• Before you begin
• Accessing dashboards
• Adding dashboards
• Editing dashboards
• Deleting dashboards

What to Check Before You Start

Review the existing dashboards in your ChartMogul account before creating new ones.

How to Access Your Dashboards

Go to Dashboards to see all your dashboards listed as tabs. Click a tab to switch to it. Drag tabs to reorder them.

How to Add a Dashboard

1. Navigate to Dashboards.

2. Click the Add a new dashboard button next to the dashboard tabs.

   

3. Name your dashboard.
4. Select who can access your dashboard: only you or everyone on the team.

5. Click ADD to create your dashboard.

   

How to Edit a Dashboard

To rename a dashboard or change its visibility:

1. Switch to the dashboard you want to edit.
2. Click the Settings con next to the dashboard’s name.

3. Select Dashboard settings.

   

4. Adjust the dashboard’s Name or change its visibility under Available for.

5. Click UPDATE for your changes to take effect.

   

How to Delete a Dashboard

To delete a dashboard:

1. Switch to the dashboard you want to delete.
2. Click the Settings con next to the dashboard’s name.

3. Select Delete dashboard.

   

4. Confirm by clicking OK.

Next steps

• Customize your dashboards by creating, editing, rearranging and removing reports.
• Start using ChartMogul as a CRM.