How to create a KPI dashboard and add a widget
Open Dashboards in the left sidebar. Shared pages of charts and lists. Charts on a Project Overview still work if this page is turned off.
How to create and share a dashboard
- Every dashboard you can see is in the left sidebar. Click one to open it. The breadcrumb shows Dashboard and the page you selected.
- Click header + to create a dashboard.
- Set who can open it: everyone with access to dashboards, a team, named people, or only you.
Example: you create “Weekly sales” and share it with the Sales team. Design does not see it.
How to add a widget
- Open a dashboard you can edit. An empty canvas shows suggested widgets (the lightbulb) instead of a blank page. Click a suggestion to add it, or Create Custom Widget.
- Click Add a widget. Label is the title. Chart type is the visual (bar, pie, metric). Data source picks what to count: model, group, sum, and filters. Process-mining widgets appear only when that module is on.
- The right side explains each data source and shows a live preview once the left form has a path.
- Save. Click a chart slice when it is set up to open that list.
Example: add a bar chart of deals grouped by stage, filtered to this quarter. Click the “Won” bar to open those deals.
How to edit the layout
- Open a dashboard you can edit.
- Click Edit layout.
- Move and resize widgets, then save again.
The toolbar also opens suggestions and dashboard options when you can edit. Sparkles or Ctrl/Cmd+J opens the Dashboards assistant. It talks about the charts and widgets on the page you have open. Full steps: How to use the page assistant.
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