Create Dashboards

Dashboards collect saved cards into a repeatable view for a team or business process.

When to create a dashboard

Create a dashboard when:

• The same set of questions comes up every week or month.
• Multiple people need the same operating view.
• A result has already been reviewed and trusted.
• Leadership or customers need a stable reporting surface.

Dashboard hygiene

• Keep one dashboard focused on one decision area.
• Use clear card titles.
• Remove stale cards.
• Recheck metric definitions after schema or business process changes.

Common dashboards

• Executive overview.
• Revenue and billing.
• Product usage.
• Customer retention.
• Sales pipeline.