How to customize your Dashboard

You need to be an Admin to use this feature. Changes to your Overview screen will be visible to all team members. 

When you log into your ChartMogul account, you are presented with a default set of charts and metrics on your Overview. You can decide what metrics are important to your business and add these to your Overview and arrange them using drag and drop.

Adding charts and metrics to your Overview

To add a metric to your Overview, click the gear icon in the top right corner of your Dashboard:



Click 'Add Report', then select the report you would like to add. You can specify whether you would like the current value shown or a mini-graph of a defined date period. Finally, click 'Add' and the metric will be added to your Dashboard.




Rearrange your Dashboard

To rearrange the charts, click the gear 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. You must click the 'Save' button once completed to save the changes.




Removing metrics from your Dashboard

To remove a metric from your Dashboard, click the gear icon in the top right corner of your Dashboard screen, then select 'Edit mode', then click 'Delete' on any metric.




Was this article helpful?