Your Analytics dashboard provides a flexible, real-time view of your business performance. Instead of relying on static reports, you can use your dashboard to monitor live trends, spot operational bottlenecks, and make informed decisions using data that updates continuously as your team works.
➡️ Click Analytics in the nav bar
Navigate your dashboards
The left-hand panel acts as your central hub for all reporting, allowing you to quickly access your most important views.
Open the menu
to view all available dashboards under the Dashboard section.Click the star icon
next to any dashboard name to add it to your Favorites list for quick access.Use the Recently viewed section at the top of the panel to quickly return to the dashboards and reports you opened last.
Use the Search bar at the top of the panel to quickly find a specific dashboard or tabular report by name.
Apply a global dashboard filter
Instead of adjusting the date range on every single widget, you can apply a global filter to update the entire dashboard at once.
Open the dashboard you want to filter.
Click Add filter period at the top of the dashboard.
Select your desired date range (e.g., Last Quarter).
Every compatible widget on the dashboard will update instantly to reflect the new timeframe, giving you a clear view of performance across that specific period.
Customize your dashboard layout
You can customize how your widgets are displayed on your dashboard to prioritize the most important metrics:
Move a widget: Click and drag the top of a widget to reposition it on the dashboard.
Resize a widget: Click and drag the bottom right corner to expand or shrink it. Expanding a widget to take up multiple spaces changes its visual footprint, but it still only counts as one widget toward your 27-widget limit.
Create a new dashboard
Add-on required: Analytics+
Adding multiple dashboards allows you to create focused, tailored views for different departments, such as a finance dashboard for your accounts team and an operations dashboard for your service managers.
Step 1: Basic details
In the left-hand panel under Dashboard, click Add.
Enter a Name and an optional Description for the dashboard.
Click Continue.
Step 2: Share with
Under Shared with, select how you want to distribute the dashboard:
Users: Search for specific users to grant them access.
Roles: Grant access to an entire user group (e.g., Owner/Manager).
Everyone: Grant access to all users in your account.
Set the permission level to Can view or Can view and edit.
Click Save.
Launch TV view
Add-on required: Analytics+
**COMING SOON**
TV view allows you to display a live, continuously updating dashboard on a large screen in your office, keeping your whole team aligned without anyone needing to log in.
Open the dashboard you want to display.
Click the TV Link option at the top of the screen.
Copy the generated URL and open it on any large screen or monitor.
What happens next?
Once your dashboard is set up, you need to populate it with data. You can easily add pre-configured charts to track standard metrics, or build your own from scratch.
If you are unsure where to go next, return to the main Analytics article to see all available workflows.
Common questions
What happens if I delete a dashboard?
What happens if I delete a dashboard?
Deleting a dashboard permanently removes it along with all its associated widgets. This action cannot be undone. You can delete a dashboard by clicking Delete in the top right corner of the dashboard view.
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