KPI Hub - Dashboards Overview

To set up a new dashboard, click the plus icon and select a new dashboard. Give your dashboard a name and select whether you wish to set it as private or public. If you do set it to private, you can pick users who have access to this dashboard. The owner is set by default to yourself, however you can change this to another user. Give the dashboard a description if needed.

You are then ready to add your first KPI. So select from all existing KPIs. You can see this now shows us a preview of what the dashboard will look like. Continue adding until you have all that you need. We'll just add one more. To remove a KPI, simply click the little bin icon. And if you need to rearrange the order or the format, you can do so by using drag and drop.

Once you are done, click save in the bottom right hand corner. And as you can see, this has now created our new dashboard. We click into there. You can see all the KPIs that we set up. To edit, click the pen icon and make changes as necessary. Or to delete the dashboard, click the bin icon.

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