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Dashboards and Widgets

What it is

A Dashboard is a customizable view of your Space's key metrics and information. It's made up of Widgets — individual cards showing stats, charts, tables, or other visualizations.

When to use it

Create a dashboard to focus on metrics that matter to you: employee counts, open tasks, recent activity, financial summaries, or anything else. Different roles might have different dashboards.

Where to find it

Most Spaces have a default Dashboard that appears when you open the Space. You can view and edit it if you have permission.

How it works

Viewing a dashboard:

  1. Open a Space.
  2. Click on Dashboard (usually visible in the main navigation).
  3. See the widgets displayed.

Adding a widget:

  1. Click Add widget or Customize dashboard (exact label depends on your Space).
  2. Choose the widget type: stat card, chart, table, or other option.
  3. Configure what data it shows (query, filters, transformation).
  4. Click Add.

Removing or rearranging widgets:

  1. In edit mode, click Remove on a widget to delete it.
  2. Drag widgets to rearrange them.
  3. Click Save when done.

Widgets are specific to your Space. Different Spaces can have different dashboards.

If Agents are enabled, agents can create and populate dashboards for you automatically.

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