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How-To Guide
Customize Dashboards
- How-To Guide
- CUSTOMIZE DASHBOARDS
Customize your dashboards in minutes!
Access existing visualizations or add new ones right from your dashboard. Here’s how it works.
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?
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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.
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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.
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