Creating Dashboards

If you want to track a specific event/aspect, goal, or milestone of your organization, creating a dashboard will be the ideal thing to do. For instance, you can create a new dashboard for your marketing team to track performance or to create simplified visualizations for business executives. This section works you through the process of creating and modifying dashboards.

You can also duplicate an existing dashboard to create a copy for other purposes.

Note: You can only start creating dashboards when you have implemented FoxMetrics and have data flowing into your application(s).

Steps to Create a New Dashboard

There are 3 ways to create a dashboard.

1. Using the 'Create a New dashboard' button

2. Using the ‘Add Dashboard’ icon.

3. From the Dashboard list section.

1. Using the 'Create New Dashboard' Button

The 'create new dashboard' enables you to quickly create a dashboard for the first time.

Note: the button is only visible when you have 0 dashboards. It disappears once you've created a dashboard. So you have to follow any of the other two methods to create additional dashboards.

1. Click on the Create New Dashboard button. It will take you to the Dashboard creation page.

Dashboard creation page

2. Fill in the details about your new dashboard.

• Enter a title for the dashboard.

• Enter a short description of what the dashboard is about.

• Select a Group (optional).

3. Click ‘submit’ to create the dashboard.

The new dashboard will appear on the overview page.

2. Creating a Dashboard with the ‘Add Dashboard’ Icon

1. From the dashboard overview page, click on the Add Dashboard’ con at the top right of the screen.

This will take you to the 'dashboard creation page.'

Dashboard creation page

2. Fill in the details about your new dashboard.

• Enter a title for the dashboard.

• Enter a short description of what the dashboard is about.

• Select a Group (optional).

3. Click Submit to create dashboard.

3. Creating a Dashboard from the Dashboard list section

1. Locate the ‘Dashboards’ tab on the SETTING section (at the bottom right of the dashboard overview page.)

2. Click on Dashboards. This will take you to the dashboard list page.

3. Click New Blank Dashboard.

This will take you to the 'dashboard creation page.'

Dashboard creation page

4. Fill in the details about your new dashboard.

• Enter a title for the dashboard.

• Enter a short description of what the dashboard is about.

• Select a Group (optional).

5. Click Submit to create dashboard.