Dashboards¶
Dashboards are grid layouts of saved reports that give you a high-level view of your key metrics at a glance.
How Dashboards Work¶
A dashboard is a collection of widgets, where each widget displays a saved report as a chart, table, or metric card. You arrange widgets in a grid layout and Outsprint renders them all together.
View Your Dashboards¶
Click Open Sales Dashboard to render the full dashboard inline in chat.
Create a Dashboard¶
- Go to
/reportsand click New Dashboard - Enter a dashboard name
- Add widgets by selecting from your saved reports
- Arrange and resize widgets in the grid layout
- Click Save
Dashboard Editor¶
The dashboard editor provides:
- Grid layout -- Drag widgets to reposition them
- Resize -- Adjust widget width and height
- Add widget -- Select a saved report to add as a new widget
- Remove widget -- Delete a widget from the dashboard
Default Dashboard¶
You can set one dashboard as your default. The default dashboard loads when you type /reports or ask to see your metrics.
Share Dashboards¶
Share a dashboard with your team so everyone has access to the same view. Shared dashboards use the viewer's permissions -- each team member sees only the data they are authorized to access.
Pro Tip
Create separate dashboards for different roles. A sales dashboard focuses on pipeline and revenue. A support dashboard focuses on tickets and SLA compliance.
Responsive Layout¶
Dashboards adapt to screen size. On mobile, widgets stack in a single column for easy scrolling.
