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Create a custom dashboard when you need a focused view for a role, team, or operating routine. Agiled keeps the built-in dashboards available, and custom dashboards let you choose the exact widgets and layout you want.

Start with the decision the dashboard should support. A sales dashboard, finance dashboard, and personal work dashboard should not all show the same widgets.

Create the Dashboard

Open Dashboard.
Select New Dashboard.
Enter a clear dashboard name, such as Sales Pipeline, Finance Review, or My Work.
Choose a template:
- Blank starts with no widgets.
- Sales adds CRM stats, pipeline, active deals, recent activities, and a revenue chart.
- Finance adds finance stats, revenue versus expenses, expense breakdown, and recent invoices.
- Operations adds workspace stats, open tasks, and quick insights.
- Leadership adds high-level finance, project, CRM, and revenue widgets.
Select Create.

Agiled opens the new dashboard in edit mode. If the selected template has no widgets, the add-widget dialog opens so you can start building the layout.

Add only the widgets needed for the first version. It is easier to improve a focused dashboard than to clean up a dashboard full of unused widgets.

Choose the Audience

Before adding widgets, decide who the dashboard is for:

owners need business health and exceptions
sales teams need pipeline, activities, and follow-up
finance teams need invoices, payments, expenses, and balances
project teams need tasks, overdue work, and delivery status
individuals need their own work queue

The audience should decide the first row of widgets.

Name Dashboards Clearly

Use names that explain the dashboard's job. A dashboard named Finance Review is easier for a team to understand than a generic name like Dashboard 2.

Good dashboard names include:

Daily Operations
Owner Overview
Sales Pipeline
Project Delivery
Finance Review

What Happens Next

The new dashboard is saved to your workspace and selected immediately. You can add widgets, drag widgets into place, resize widgets, rename the dashboard, or delete it later if it is no longer useful.

Build the First Version

Start with three to six widgets that answer the dashboard's main question. Avoid adding every available widget on day one. If a widget does not lead to an action or decision, remove it.

Check Data Readiness

Create the dashboard after the source data exists. A sales dashboard needs deals with owners and stages, a finance dashboard needs invoices or estimates, and a support dashboard needs tickets with statuses and assignees. Empty widgets are useful during setup only when they reveal which source records still need to be created.

Do not use dashboard widgets as a substitute for cleaning source data. If a chart looks wrong, fix the underlying CRM, finance, ticket, or project records first, then refresh the dashboard.

Assign Dashboard Ownership

Give every shared dashboard an owner. The owner decides which widgets belong on the dashboard, reviews it after process changes, and removes stale widgets. This prevents dashboards from slowly turning into unused collections of old metrics.

Open the dashboard in normal view and confirm the first row answers the most important question. Check empty widgets, duplicated widgets, cramped charts, and filters that do not match the dashboard purpose.

Troubleshooting

If a template dashboard looks empty, configure the widgets and confirm the underlying module has data.

If teammates cannot see the dashboard, check visibility, ownership, and role permissions.

If a widget looks wrong, open the source module and verify the records. Dashboard widgets summarize data; they are not the place to fix stale invoices, tasks, deals, or projects.

Create a Dashboard