Navigate to the Dashboards page using the link in the platform header and click on Create Dashboard.
Begin by navigating to the Dashboards page using the link in the platform header.
You have two options.
1. Click on Create Dashboard to create a new Dashboard from scratch.
-
- This will take you to the newly created Dashboard where you can click on the Dashboard title to give it a name to make it easier to find later.
- After you’ve done that, you can click Edit Dashboard to start creating content.
- Remember to Save!
- Your new dashboard will be saved in your private Dashboards folder by default.
OR
2. Navigate through the Seer Data Curated option to access a library of templated dashboards from which you can start your new dashboard.-
- Once you have chosen the template you wish to edit, from within that dashboard click Actions, then Duplicate.
- You will now be editing your duplicate copy of the template (you should see your profile picture in the top right, next to Creator.
- After you’ve done that, you can click Edit Dashboard to start creating content.
- Remember to Save!
- Your new dashboard will be saved in your private Dashboards folder by default.
Learn more about editing and configuring Dashboards with these articles: