How to organize a Custom Dashboard?

How to organize your custom dashboard page to efficiently analyze data.

After you've created all the KPI panels that you want on your custom dashboard page - it tends to stack all the KPIs together by default, making it difficult to compare and analyze data. So the next step would be to organize KPI panels into groups. This sorting into groups helps you to efficiently locate and analyze data. 

Follow these steps to organize KPIs of a custom dashboard page:

1. To organize your custom dashboard page - Either click on the pencil icon next to the name of custom dashboard or click on three dots icon at the far right to pop up a window and then click on 'Edit'. 

2.  Next click on 'Add Group' widget to create a new group - it is created at the bottom of the page - then drag the KPIs you want to keep together from the original group to this new group. You can add as many groups as you want.

3. An organized custom dashboard sample page:

You might also like these articles on custom dashboards:

• Custom Dashboard Basics

• Assigning Custom Dashboards