Create a Dashboard

How to create and configure dashboards in Plecto and display your KPIs in real time.

Last updated: Sept. 9, 2021

How to create a dashboard

To create a dashboard in Plecto, follow the steps below:

  • Go to Visualization > Dashboards and click on "+ New dashboard" in the top-right corner.
  • Give your dashboard a title.
  • Select a different theme and a parent dashboard (optional).
  • Click on "Advanced settings" if you want to create the dashboard based on specific teams, limit access, or allow managers to edit the dashboard. Read more below.
  • To finish and create the dashboard, click "Save."
Create New Dashboard.png

An example of a "New dashboard" page in Plecto.

Note: You can also edit the settings after the dashboard has been created. Click on the "Edit" button next to the dashboard title or open the dashboard and click on "Settings" in the top menu.

Advanced settings

Teams

This setting allows you to select specific teams and build your dashboard based on the data from these teams. If selected, Plecto will filter data from your data source based on the team members and visualize only their metrics on the widgets.

It means that you can save time, and instead of adding teams to each of the widgets on your dashboard, you can easily add the teams in the settings, and they will apply to all the widgets on the dashboard.

Note: If you add teams in the advanced settings, they will apply to all widgets on the dashboard, and you will not be able to select or change teams on individual widgets.

Limit access

You can limit access to only allow specific teams in your organization to view your Plecto dashboards. The limitations apply to everybody except the admins of your organization. All admins can view and edit all dashboards, regardless of the limitations. If not selected, all employees with login access can also view the dashboard. Read more here.

Be aware: 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 built for teams. With the current Plecto setup, if you enable the "Allow managers to edit" setting, you have to add teams whose managers you want to allow to edit the dashboard.

Let's say your dashboard is built for Team A (added in the field "Teams"). If you enable "Allow managers to edit," a new drop-down list will appear where you can select Team A, Team B, or others, and 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. However, if a manager has admin access to Plecto, no limitations will apply.

Note regarding 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.

Add widgets to the dashboard

Now that you have created a dashboard, all you need is to add widgets to display your KPIs. To add a widget, click on the "+ Add widget" button in the top menu, then select a widget and drag it onto the dashboard.

You can also move around and resize all the widgets to create a visually pleasing dashboard. Visit the Plecto Store for more inspiration and free dashboard templates!

Read more: An overview of the dashboard widgets in Plecto.

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