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Overview

The Dashboard in the sidebar (/) starts as a built-in layout called Overview. You can customize it or create more dashboards, each made of widgets (one tile each) that you add, resize, and reorder. Every saved dashboard has its own address (/dashboards/:id). You switch between them from the dashboard selector (the dropdown) next to the period filter.
In short: 1) Click Customize to add, move, and resize widgets. 2) Create more dashboards from the selector. 3) Share one, or make it your default.
Time to complete: ~15 minutes  ·  Difficulty: Beginner  ·  Changes save automatically while you customize.

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Before you start

  • Any role that can open the Dashboard — Owner, Admin, Manager, Agent, or Viewer — can create and manage their own dashboards.
  • Dashboards are personal by default (Only me). You choose whether to share each one.
  • Only Owners and Admins can set a dashboard as the workspace default.

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Create a dashboard

Open the selector

On the Dashboard, click the dashboard selector (it shows Overview until you create one) and choose New dashboard….

Name it and pick a starting point

Enter a Name (up to 60 characters; each of your dashboards needs a unique name). Under Starting point, choose Standard layout to start with the default set of widgets, or Blank to start empty.

Choose who can access it

Under Assign users, keep Only me, or pick Everyone in workspace or Selected people. You can change this later.

Create

Click Create. The new dashboard opens right away.
Clicking Customize on the built-in Overview saves it as a dashboard named Overview and makes it your default. That way your edits have somewhere to live.

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Edit the layout

Click Customize

The Add a widget gallery opens. Browse by category (Marketing, Conversations, Analytics, Appointments, Workspace), use Search widgets…, or pick from Recommended.

Add widgets

Click Preview to see an example and what the widget shows, then Add (or Add to dashboard). Gallery previews are marked Example — they use sample numbers, not your data.

Arrange and resize

Drag a widget by its handle to reorder it. Open Widget actions on a widget to change its Size or Remove it. Sizes are Small, Medium, Large, Extra large, and Full width — each widget offers only the sizes that suit it.

Finish

Use Undo and Redo as needed, then click Done. Edits save automatically — there is no separate save button.

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Widgets you can add

Analytics widgets follow the dashboard’s period filter. Quick Actions shows only the shortcuts your role allows, and Usage Snapshot appears in the gallery only if you can view billing. See Dashboard for what each standard widget shows.
Widgets have no individual settings beyond size and position — you can’t rename a widget or give it its own date range or filter. Each widget can appear once per dashboard.

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Rename, duplicate, or delete

Open the selector and click Dashboard actions (⋮) next to a dashboard:
  • Edit — change the name and, if you own it, who can access it.
  • Duplicate — creates a private copy named “Copy of …” that you own. This works on dashboards shared with you, too.
  • Delete — owner only. Confirm in Delete dashboard?; this cannot be undone, and everyone it was shared with loses it.

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Set a default dashboard

  • Set as default makes a dashboard — your own or one shared with you — the one you see when you open /. It is marked Default and applies only to you.
  • Set as workspace default (Owners and Admins, on a dashboard you own) makes it the home screen for every teammate who hasn’t picked their own default. It is marked Workspace and becomes visible to everyone in the workspace.
Without either, you land on the dashboard you own that changed most recently, or on the built-in Overview if you have none.

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Share a dashboard

Open Share…

In Dashboard actions, choose Share… (only the dashboard’s owner sees it).

Pick who can access

Under Who can access?, choose Only me, Everyone in workspace (view-only for everyone), or Selected people.

Set each person's access

For Selected people, search for teammates and set each to Can view or Can edit, then click Save.
Shared dashboards appear in teammates’ selectors with Shared by and your name. People with Can edit can rename the dashboard and customize its layout; only you can share or delete it. Switching back to Only me removes everyone’s access.

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Know the limits

  • 20 dashboards per person, per workspace.
  • 30 widgets per dashboard, and one of each widget type — so 16 in practice today.
  • Dashboard names: 60 characters.
  • Selected people: up to 100 teammates per dashboard.

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FAQ

Per user. A dashboard you create is visible only to you until you share it or an Owner or Admin makes it the workspace default.
Widgets load with the viewer’s own permissions. A widget they aren’t allowed to see shows You don’t have permission to view this widget. instead.
No. The period filter at the top applies to every analytics widget on the dashboard you’re viewing.

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Troubleshooting

You have view-only access to this dashboard. Ask its owner for Can edit, or Duplicate it and customize your copy.
A widget marked On dashboard is already placed — each widget can be added once. If you see a message about the 30-widget limit, remove a widget first.
Names must be unique among your dashboards (ignoring capitalization), and you can have up to 20. Rename or delete one and try again.
That widget type has been retired. Click Customize and Remove it from the layout.

Analytics reports

Go deeper with workspace-wide reports and a CSV export.