Creating dashboards in the InsightSquared Revenue Intelligence Platform provides organized, instant access to data with a specific focus. You can add multiple dashboards to your main features that focus on specific, customized data and provide a content base for creating reports within the dashboard for even further drill down into the same dataset.

Let's say your Opportunity pipeline overview currently has multiple reports for opps closing this month, this quarter, next month, next quarter, in addition to all the other reports you base on opportunity data, and they're all living in your overview. That's a lot of reports to sift through each time you need to access specific data. Dashboards save you the time of adding yet another filter to each different report by applying all dashboard level content to reports created in the dashboard. Your Closing this Month dashboard will automatically filter opps closing this month when creating all the reports you need specific to this time period. Creating dashboards dedicated to specific content creates an organized approach to reporting that separates your data so that it's quicker and easier to access or create.

Let's build a dashboard!

Create a Dashboard

1. Select Content Feature

Click the feature in the left nav that represents the content on which you want to base your dashboard. You can create dashboards in Leads, Contacts, Accounts, People, Opportunities, and Insights. (Click here for more specific information on creating Insights Dashboards.)

2. Create New Dashboard

Once you have opened your content feature, a Second Level Navigation menu will populate. Click on Create New + on the bottom of the menu.

3. Choose a template

Choose a template based on content type then click next.

Templates establish the content type accessible in a dashboard, choose a template based on the type of content you want available to your board. Available templates will be specific to the content in the current feature. Use the title and description of each template to help you decide which board best fits your needs as the content type cannot be changed.

4. Name and Description

Enter the name you want for your dashboard and its description, then click next.

5. Add Tags (optional)

The purpose of tags is to group boards by topic (or tag). When using the search bar in the top left of the open feature, boards with tags will automatically be listed under the group(s). Add any additional tags you want to be associated with this board by clicking Add Tag and searching for or selecting additional tags.

6. Choose filters

Click on the Filter section to add filters and specify what data is available on this dashboard. Click + to add filter(s). To remove a filter, hover over the filter you want to remove and click the X that appears in its top-right corner.

There are many filter options, each with their own content and variables. Include multiple filters and specify the content you want available.

7. Choose board audience (who can see this board)

Click on Audience and select the User Group(s) to which you want this dashboard to be visible. You can also define additional users by searching for a team member's name or email.

8. Choose board editors (who can update this board)

Click Editors and select the User Group(s) that will be able to edit the board. You can also define additional users by searching for a team member's name or email.

9. Save

Click Save. Your dashboard will now be listed in the feature search in the top left and available to anyone in your selected audience.

Editing Boards

Want to make a change? You can always edit your dashboard by clicking on the gear icon on the top right and selecting Edit {Board Title}. The board editor that appears will be similar to the Create New Board wizard and allow you to edit filters, audience, and editors.

Copying Boards

Many dashboards are based on the same content and display similar, but not identical data. For example, you have created a Closing this Month dashboard and want a board with similar data, only applied to opps that are closing this quarter. You can copy the Closing this Month board and edit the copy to filter this quarter's data instead, rename it Closing this Quarter, and have a new board without starting from scratch.

To copy a dashboard, open the board editor as described above and click Copy. The screen will refresh and you will see the search bar displaying {Original Board Name} Copy as the board title. Open the board editor again to begin editing the copy.

Rename the copy, in this case, we will name it Closing this Quarter, and edit the filter, audience, and editor as you choose. For the current example, we will change the Close Date filter to specify this quarter instead of this month.

Once you have made your changes, click Save. You now have another new board!

If you run into any issues, contact support.

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