How do I create and organize dashboards?

This article describes how to create a dashboard to have an easy way to get an overview of most important results.

In Analytics, you will see a top-menu item called Dashboard. This part of the tool is used for you as a user to create your own custom dashboards, e.g. make it possible for you to create shortcuts to important data that you are extra interested in, follow answering-prosentage, your action items etc.

Once here, you will at a first glance notice that there are two types of dashboards; the ones that you have created yourself, and the ones that someone else in your organisation has created and made Public (more info on that later in this chapter).

Creating a new dashboard

Click on the Create button as shown above and give your Dashboard a name. You also need to choose if it should be Private (only visible to you), Public (shown to all users within your organisation), or Accessible via link (gives you a sharing possibility to share a dashboard with a colleague). For this example, we will go with Private. Now hit Save.

Now you will see that the Dashboard has been saved, but contains no data. Let's fix that!

Go to Edit up in the right corner and click Add module.

Now you will be presented with a pop-up where you can choose what you want to visualize in your dashboard. These selections are based on your Favorites that you have created throughout the platform, and will be visible in the Select favorites-tab. Mark a favorite and go back to Select Visualisation. Here you can see what Visualisations are possible, and once you have found the one that you want to use Hit Save.

Now you are back in your Dashboard where you can edit the order of the modules, change name etc. and once you are happy with the result, click Save. The dashboard modules now come to life, and you have created your dashboard!

If you want to dive deeper into the result of your dashboard, click the Light bulb in the right hand corner, and you will be taken into the favorite.