How to Create a Dashboard

A guide on how to create and configure dashboards in Plecto and display your KPIs in real time.

Last updated: July 1, 2022

  1. Go to Visualization > Dashboards > + New dashboard.
  2. Give your dashboard a title.
  3. (Optional) Select a different theme and a parent dashboard.
  4. (Optional) Expand the Advanced settings if you want to create the dashboard for specific teams, limit access, change the dashboard time zone or allow team managers to edit the dashboard.
  5. Click Save to finish and create the dashboard.
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Edit the dashboard settings at any time

You can always change the dashboard settings, even after the dashboard has been created. To edit the settings, click the Settings button on your dashboard or the Edit button when viewing the dashboard list in Plecto.

Teams

If you add the team filter, your dashboard will only display data for those teams. In other words, Plecto will filter your data and only show numbers based on the data from the selected teams.

This setting will apply to all dashboard widgets, and you won't be able to select or change teams on individual widgets.

Adding teams here can be an opportunity for you to save time creating team-specific dashboards. Read more about team dashboards.

Limit access

You can limit access to only allow specific teams in your organization to view your Plecto dashboards. The limitations apply to everyone who's not an admin in your organization. Read more in How to Limit Access to Dashboards.

Subscription requirements

You need to be subscribed to Plecto's Large or Enterprise plan and have admin access in your organization to be able to limit access on your dashboards. Visit our Pricing page to learn more.

Allow managers to edit

This setting works on dashboards that are using the team filter. If you enable the Allow managers to edit option, you have to select teams whose managers will be able to edit the dashboard.

Example

Your dashboard is built for Team A (added in the field Teams). You enable the Allow managers to edit option and select Team A and Team B – the managers of these teams will be able to access and edit the dashboard.

All the managers of the selected teams will be able to create, edit, and delete widgets on the dashboard, but they will not be able to create and edit formulas, nor can they access the dashboard settings. The limitations don't apply to organization admins.

If you have created limited dashboard access

All managers of the selected teams will be able to access and edit the dashboard, as long as you haven't limited access, in which case only the managers of the limited teams will have access to the dashboard.

Now that you have created a dashboard, all you need is to add widgets to display your KPIs. Click the + Add widget button in the top menu (or press A on your keyboard), then select a widget and drag it onto the dashboard. Feel free to move and resize your widgets to fill out the entire dashboard space.

Learn about the dashboard widgets

We have made a list of all the dashboard widgets. See what you can do with each one of them. Go to KPI Inspiration if you need some ideas for your dashboards.

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