A dashboard collects several reports in one view. You build it in Upsales Insights, which requires the Insights add-on.
- Click Analytics → Upsales Insights.
- Click Create. In the Getting started! window, select the Explore that holds the data you want to use.
Create is shown to administrators and to users an administrator has added under Settings → Analytics → Upsales Insights → Users with explore access. - Build your report and click Run. See Insights: How to create reports for the details.
- Click the cog icon → Save and save the report as a new dashboard.
- Repeat steps 2 to 4 for each report you want to add, and save each one to the existing dashboard.
Open your dashboards from the Dashboards menu in Upsales Insights. A dashboard saved in your personal folder is listed under Created by me. One saved in your company's shared folder is listed under Shared with me.
To start from a report you already have, see Insights: How to create new dashboards by copying existing reports. To choose who can see a dashboard, see Upsales Insights: How to edit Permissions to view dashboards.