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How to organize your Dashboard
How to organize your Dashboard

This article will explain you step by step how to organize your Dashboard.

Kevin Bagayoko avatar
Written by Kevin Bagayoko
Updated over a year ago

To better organize your dashboard, you can now add tabs. Group your graphs by a theme to find the information you need more easily and understand the evolution of your business at a glance.

Step 1: Add a tab

Click on the "Dashboard" tab > Click on the + to add a tab.

Enter a name for the tab.

Step 2: Create a graph

Click on "Create a graph" > Fill in the form.

Select the graph settings (Data Type, Graph Type, Data, Periods, Filters) > Enter the name of the graph.

Step 3: Modify, delete or reorganise your graphs

  • To modify or delete a tab: Move the mouse over the tab, and click on the small pencil to modify the tab or the bin to delete it.

  • To delete a graph: Click on the bin to delete the graph.

  • To reset the settings: Click on "Reset settings" at the bottom right.

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