Getting started with Dashboards

To view, create and edit graphs and charts, go to the Dashboards page. Graphs created on this page are all available for use in Presentations as well.

A number of dashboards are already set up for you. In the sidebar on the left,  just select the set of graphs you wish to view.   

You can change the currency and month being used in your dashboards via the dropdown menus on the top right.

To add, move or change the graphs in your dashboard, see this article.

To change date ranges, add, delete or change a data series, rename, reconfigure and otherwise customise your charts, see this article.

To see formulas used in your charts and graphs, see this article.

To add a new dashboard, see this article.

To download a chart or graph, see this article.

Note: Any element of the graph can be hidden by clicking the element to be removed within the legend.

Dashboards are shared between all users in a company, so any changes and improvements that you make to a Dashboard will be visible to everyone in the company, creating a natural platform to share information and collaborate with your colleagues.

Updated on March 7, 2023
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