To create a new Dashboard, click on ‘New Dashboard +’ at the top of the left sidebar.
Using the AI assistant, you can insert a text prompt like “Cash” or “I want my investor metrics”. ScaleXP will then scour it’s list of pre-defined metrics and select relevant items to include to your dashboard. You can give additional text prompts or click “Create dashboard +” to proceed.
In the next step you can use the toggles to include or remove charts, you can apply brand colours and click and drag to rearrange the charts.
To modify the charts in the dashboard, add new ones and other options, you can save this dashboard and click edit in a future screen.
If you wish to start from scratch and build your own dashboard, click create a blank dashboard.
Then select the graphs and KPIs you wish to include by dragging the relevant tiles into the page and choosing your data. Adjust to your desired layout. See more on this here.
Remember to ‘Save changes.