Create and manage dashboards

Create a dashboard for each job you check regularly, such as a sales review or a finance check-in, so each one shows only what that job needs.

Create a dashboardCopy Anchor Link

1. Open Dashboard in the sidebar.
2. Select the + button (New Dashboard) next to the dashboard names in the header.
3. Enter a name, such as Finance review.
4. Choose a Template:
   • Blank: an empty dashboard.
   • Sales: CRM metrics, sales pipeline, open deals, recent activity and revenue.
   • Finance: finance metrics, cash flow, expenses by category and recent invoices.
   • Operations: key metrics, your tasks and this week's highlights.
   • Leadership: key metrics, revenue, and finance, project and CRM metrics.
5. Select Create.

You're done when the new dashboard opens, ready for you to add or change widgets.

Manage your dashboardsCopy Anchor Link

Select the grid button (Manage Dashboards) in the dashboard header. The page lists My Dashboards, dashboards Shared With Me and the built-in System Dashboards. Open a dashboard's actions menu to:

• Rename it.
• Share with Team so teammates can open it, or Make Private to keep it to yourself.
• Make it the default for a role, such as members or managers, with Default for that role (admins only).
• Disable it to hide it without deleting it, and Enable it again later.
• Delete it. Agiled asks you to confirm.

Good to knowCopy Anchor Link

• You can only change dashboards you own. Built-in dashboards can't be renamed, shared or deleted.
• A shared dashboard shows each person only the data their role allows, so teammates may see less than you do.
• Members can add only the widgets that match their access.

RelatedCopy Anchor Link

• Customize a dashboard
• Widget reference
• Roles & Permissions