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Analyze: Creating a Custom Unified Dashboard

Cheyenne V. avatar
Written by Cheyenne V.
Updated this week

Unified Dashboards in Analyze is currently in Beta.
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This article will cover:

Creating a Custom Unified Dashboard

To create a custom dashboard, follow these steps:

  1. Click Analyze in the left-hand navigation bar

  2. Select Create Unified Dashboard

    Note: If you are visiting Analyze for the first time, you will be greeted with this view to create a dashboard.

  3. Click Custom

  4. Select Next

  5. Rename your dashboard (optional)

  6. Select a folder. Learn more about Managing Folders.

  7. Click Create

  8. A blank dashboard will open, and you will automatically be in Edit mode

  9. To add insights to your dashboard:

    1. Click Add new widget

    2. Select a widget you want to add. A preview pop-up will appear

    3. In the top left-hand corner, select your Search(es)

    4. Add any filters if necessary

    5. In the right-hand slide-out, make any necessary adjustments to details like date range, card title, chart metrics, etc

    6. Click OK

Note: You can add up to 45 widgets per tab (up to 15 rows per tab and up to 3 widgets per row).

Learn more about the Insights Widgets Catalog.

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