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:
- Open a Space.
- Click on Dashboard (usually visible in the main navigation).
- See the widgets displayed.
Adding a widget:
- Click Add widget or Customize dashboard (exact label depends on your Space).
- Choose the widget type: stat card, chart, table, or other option.
- Configure what data it shows (query, filters, transformation).
- Click Add.
Removing or rearranging widgets:
- In edit mode, click Remove on a widget to delete it.
- Drag widgets to rearrange them.
- 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.
Related
- Building a Dashboard — step-by-step guide
- Agents — automated dashboard creation
- Data Tables — structured data views
- Custom Attributes — add fields to track