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How to organize your Dashboard

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

Written by Jessica
Updated over 3 years 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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