How-To Guide

Customize Dashboards

Customize your dashboards in minutes and watch your data come to life!

Dashboards are your control center for tracking key performance metrics. Whether you’re tracking sales, monitoring team performance, or visualizing key trends, a personalized dashboard gives you everything you need at a glance. This flexibility helps you stay organized, focused, and ready to make decisions with confidence. Let’s jump in and see how simple it is to tailor your dashboard to your needs.

SELECT VISUALIZATION

Click the blue + icon at the top-left of your dashboard and select from the following types of visualizations:

Map
Chart
Report
View
Metric
Form
From Another Dashboard

Any type of Mapline visualization can be pulled directly into a dashboard. You can even select From Another Dashboard option to pull existing visualizations from dashboards you created in the past.

How cool is that?

screenshot of the Add menu in Mapline dashboards

SELECT SOURCE

When you hover over your desired visualization type, a pop-out menu appears. For most visualizations, you have the following options:

Create New
Pull From Library
Pull From Another Dashboard

Once you’ve selected the visualization you need, it appears right on your dashboard.

Screenshot of the options for importing maps from the map Library into a dashboard in Mapline

CUSTOMIZE VISUALIZATIONS

Now, customize your dashboard element(s) to get the exact appearance and utility you need.

From the Options menu on each visualization, choose from the following customization options:

View Source Data
Change Data Source
Rename
Duplicate
Move or Resize
Remove Visualization

Additionally, if you have a map on your dashboard, you can add pins, territories, shapes, text labels, and routes to your map, just as you would on any other map.

If you have a chart on your dashboard, you might want to change the layout or move the legend to a different location.

These changes affect the dashboard only, not the original visualization itself.

screenshot of the edit menu in Mapline dashboards

Have questions? Want to see any of these in action?

Give us a call. We'd love to talk!

+1 800.969.1454