Configuring Editable Dashboard Sections

Enable Editable Dashboard Sections via the toggle in the top left of the dashboard page.

The section is now available at the bottom of your dashboard. To begin creating charts for the Editable dashboard sections, click into the Editable Dashboard Section.

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Adding and Editing a Chart

Click ‘Add a Chart’. Now, you can begin creating the chart, exactly how you would with the traditional dashboard experience.

To edit a chart, simply click on the chart and begin editing.

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User Permissions

To edit the user permissions on a chart, click the three dots and ‘Edit’. From there, you can change the group tag that the chart is associated with. Each customer can be associated with a Group Tag within the customer object. Typically, group tags will take the form of groups such as Marketing, Sales, Engineering, Leadership, etc.

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Edit Default Layout

To add/remove a chart from the default layout, click on the three dots and click ‘Add to default layout’ or ‘Remove from default layout’. Only charts available to all customers can be added to the default layout.