Formula templates
Use formula templates to visualize your KPIs faster. Add a dashboard widget, choose from the available formula templates, and voilà!
On your dashboard, click + Add widget and choose a widget.
Hold the mouse button and drag the widget onto the dashboard.
In the widget settings, under Actual Value, click + New > Browse templates. All formula templates available to you are listed on the right.
Select a template.
(Optional) Add a widget title and update the widget settings as needed.
To finish, click Save.
Dashboard widget templates
Build your dashboards with pre-defined widget templates. Dashboard widget templates include a widget and a formula.
On your dashboard, click + Add widget (or the A key on your keyboard).
Go to Browse templates. All templates available to you will be listed on the right.
Select a template. If you have used this template before, you can use the same setup or create a new one (new setup will generate a new formula in your organization).
Hold the mouse button and drag the widget onto the dashboard.
(Optional) Add a widget title and update the widget settings as needed.
To finish, click Save.