How to use Dashboards

Andrew Sawusch Updated by Andrew Sawusch

Dashboards are a collection of reports which allow users to access the information they want quickly

How to Use Dashboards

Dashboards are a great way to bundle multiple reports so they can be accessed or shared with specific stakeholders or functional teams. They can be incredibly powerful by delivering specific analytics that help drive action or provide important insights, to share high-level metrics that matter with your C-suite, or to provide tactical information for your Demand/ABM/etc. teams.

*Note: Only users with an "Administrator" role can create, modify, or update dashboards

How to Create a Dashboard

To create a dashboard, navigate to the CaliberMind home screen. On this page, you will see the dashboards which were previously created. Click on the "Create Dashboard" button at the top-right of the page.

Name your dashboard and select the reports that you would like to add within your dashboard, then click "OK" to generate your new dashboard.

Once created, the new Dashboard will appear on your home screen with each of your selected reports inside.

To view your dashboard, click any of the reports inside and it will take you that report. Each report becomes a new tab, that allows you to toggle between reports quickly and efficiently without having to leave the page.

How to Add or Remove Reports to an Existing Dashboard

Once a dashboard has been created, you can later add additional reports or remove reports that were previously included.

To modify the reports included within the dashboard, click on a report within that dashboard. To the very left of the row containing the current report titles, click on the icon that has three horizontal lines with a "+".

Once clicked on, a list of available reports will appear. Click on the checkbox next to the name of the report(s) that you would like to add to the dashboard, then click on the arrow to the middle-right of the page.

To remove a report from the dashboard, hover over the report name in the list on the righthand side. Click on the "X" that appears to remove the report from the dashboard.

Once all reports have been added to the dashboard and appear in the list on the righthand side, you can rearrange the order of the reports by click-holding your mouse on the blocks, then dragging them in the order required.

After all reports have been added and rearranged, click on the "Save Changes" button on the bottom right.

Modifying the Report Name and Description

Customers commonly create dashboards that are used for specific teams or groups, with pre-selected filters saved in each report.

To modify the name or description of the report, click on the 3-dots next to the report's name, then select "Edit Report".

A prompt will appear allowing you to modify the name and description of the report. Once completed, click on "OK" to save.

Setting Default Report Filters

To create a custom set of default filters for your dashboard's report, simply modify the report filters at the top of the report as required.

Once you have set the filters to your liking, click on the three dots next to the report name and select "Set as Default".

The next time another user opens this report, the report will load with the filters you saved by default.

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