O'Dashboard

How to create a dashboard

Organize your questions into a dashboard and share it with your team.

Create a section

Click on New. You have two options: create a dashboard or create a section. A section acts as a category — a way to group multiple dashboards together.

For this example, create a section, give it a name, and choose an icon that fits. Then click Create.

Add a dashboard to your section

Inside your new section, click the Add Dashboard button. You can either add an existing dashboard or create a new one. Choose a name and pick an icon that suits it.

Enter the dashboard builder

Inside your dashboard, click the Edit button in the top right corner to enter the dashboard builder mode. From here, you have many options to personalize your dashboard:

  • Tabs — add new tabs by clicking the + button next to existing tabs, and rename them as you wish
  • Questions — add individual questions to your dashboard
  • Text — add text widgets for labels or descriptions
  • Sections — add preset layouts of pre-arranged widgets

Preset sections

Sections are a quick way to set up your layout. For example, select "2 Columns" to instantly create a two-widget layout, then link your questions to each widget.

Link your questions

Once your widgets are placed, click Link a Question on each widget and select the questions you created before. Make sure to fill in all widgets.

Save your dashboard

When you're done, click the Save button in the top right corner.

Dashboard created!

Your first dashboard is ready. You can now share it with your team and continue adding questions and filters.

What's next?