Create a new dashboard
- Go to Analytics → Dashboards.
- Click New dashboard.
- Enter a name. Use a name that reflects the audience or question the dashboard answers — for example, “Revenue by region” or “Support queue health”.
- Optionally add a description to help teammates understand the dashboard’s purpose.
- Click Create.
Add charts
With the dashboard open, click Add chart to insert a new visualization. Each chart is configured independently and can pull from any connected data source. For guidance on choosing chart types and configuring axes, refer to the chart configuration options available in the chart editor.Arrange the layout
Charts can be resized and repositioned by dragging. The grid snaps to a 12-column layout. To reorganize your dashboard:- Click Edit layout in the dashboard toolbar.
- Drag charts to new positions.
- Resize by dragging the bottom-right corner of any chart.
- Click Save layout when done.
Layout changes are saved separately from chart configuration. You can rearrange without affecting the underlying queries.
Dashboard settings
Access dashboard-level settings from the ⋯ menu in the header:| Setting | Description |
|---|---|
| Rename | Update the dashboard name and description. |
| Duplicate | Copy the dashboard to a new one, including all charts and layout. |
| Auto-refresh | Set a refresh interval (30 seconds, 1 minute, or 5 minutes) for live monitoring dashboards. |
| Delete | Permanently removes the dashboard. Charts are not deleted and remain available as standalone components. |