Skip to main content
Dashboards group related charts and metrics into a single view. This guide walks through creating a dashboard from scratch and organizing its layout.

​
Create a new dashboard

  1. Go to Analytics → Dashboards.
  2. Click New dashboard.
  3. Enter a name. Use a name that reflects the audience or question the dashboard answers—for example, “Revenue by region” or “Support queue health”.
  4. Optionally add a description to help teammates understand the dashboard’s purpose.
  5. 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.

​
Arrange the layout

Charts can be resized and repositioned by dragging. The grid snaps to a 12-column layout. To reorganize:
  1. Click Edit layout in the dashboard toolbar.
  2. Drag charts to new positions.
  3. Resize by dragging the bottom-right corner of any chart.
  4. 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:
  • 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.