Customizing the Dashboard

You’ll need to be a Staff, Admin, or Owner in ChartMogul to use this feature. Read more about user roles and permissions.

Customize your Dashboard to ensure the charts and metrics that are most important to your business are placed front and center for your whole team. Change the default set of Dashboard elements by adding, removing, and rearranging charts and metrics.

Watch a video about customizing your Dashboard:

Before you begin

Learn more about working with charts in ChartMogul.

Adding charts and metrics to your Dashboard

Add charts to your dashboard when creating a saved chart.

To add a metric to your Dashboard:

  1. Click the Settings   icon in the top right corner of your Dashboard:
    Screenshot of the Dashboard’s Settings drop-down menu showing two options: Edit Mode and Add Report.
  2. Click Add Report.
  3. Select the Report you want to add.
  4. Under Type, specify whether you would like the current value shown (Metric) or a mini-graph (Metric + chart).
  5. If you’ve selected Metric + chart:
    • Define the Date range for chart. Set a number of Previous days, weeks, months, etc., or a Fixed start date.
    • Select Chart intervals.
    • Under Visualization, choose the chart type (Line or Bar).
  6. Finally, click ADD, and the metric will be added to your Dashboard.
    Screenshot of the Add Report dialog with options as described in the text.

Rearranging your Dashboard

To rearrange the charts, click the Settings   icon in the top right of your Dashboard and select Edit Mode. Next, drag and drop your charts until you're happy with the layout. Click Save to apply your changes.

Screencap of the user rearranging the Dashboard as described in the text.

Removing metrics from your Dashboard

To remove a metric from your Dashboard, click the Settings   icon in the top right corner of your Dashboard screen, select Edit Mode, then click Delete on any metric and confirm with OK. Finally, click Save.

Screencap of the user deleting a metric from the Dashboard as described in the text.

Next Steps

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