Custom Dashboards

​

Build Your Own Analytics Views

Custom Dashboards let you create personalized analytics pages that combine exactly the metrics you care about. Instead of switching between multiple report pages, you can assemble everything into a single view tailored to your role or workflow. You can create as many dashboards as you need — one for daily operations, another for weekly management reviews, and more for specific campaigns or product launches.

​

Creating a Dashboard

​

The Dashboard Builder

The dashboard builder is a visual editor where you construct your dashboard layout. It consists of two main areas:

• The canvas — The main area where your widgets are arranged. You can position and resize widgets to create the layout you want.
• The widget panel — A sidebar listing all available metrics and visualizations you can add to your dashboard.

​

Adding Widgets

Browse the widget panel for available metrics. Each widget has a name and description to help you understand what it displays. Drag a widget from the panel onto the canvas to add it to your dashboard.

​

Configuring Widgets

After placing a widget, you can configure its data source and display options. Depending on the widget type, you may be able to:

• Select the time range for the data
• Choose which metric to display
• Pick a chart type (line, bar, area, etc.)
• Set comparison periods
• Filter by product family, category, or channel

​

Rearranging and Resizing

Widgets on the canvas can be moved by dragging them to a new position. Resize widgets by pulling their edges to make them larger or smaller, depending on how much emphasis you want to give each metric.

​

Starting from a Template

If you prefer a pre-built starting point, the Template Library offers ready-made dashboard configurations for common analytics needs.

​

Managing Your Dashboards

​

Dashboard List

The Custom Dashboards page displays all your dashboards in a card grid. Each card shows:

• The dashboard name
• A preview of its widgets
• Quick actions for editing, duplicating, and deleting

When you have more than six dashboards, pagination appears automatically so you can browse through all of them.

​

Editing a Dashboard

Click on any dashboard card to open it in the builder. Make your changes, then click Save to persist them. If you try to navigate away with unsaved changes, a confirmation dialog asks whether you want to save or discard your changes.

​

Duplicating a Dashboard

Use the duplicate action on any dashboard card to create an exact copy. This is useful when you want to create a variation of an existing dashboard without starting from scratch — for example, cloning a “Sales Overview” to create a region-specific version.

​

Deleting a Dashboard

Remove a dashboard you no longer need using the delete action on its card. A confirmation ensures you do not accidentally delete a dashboard.

​

Favoriting Dashboards

Mark frequently used dashboards as favorites by clicking the star icon on their cards. Favorited dashboards appear in the analytics sidebar for quick one-click access from anywhere in the analytics section.

​

Viewing a Dashboard

After saving a dashboard in the builder, you can switch to the View Dashboard mode for a clean, read-only presentation of your widgets. This is ideal for daily monitoring or sharing your screen during meetings. From the builder, click View Dashboard in the header to switch to view mode. If you have unsaved changes, you are prompted to save or discard them first.

​

Cloud Storage and Migration

Your dashboards are stored in the cloud and accessible from any device where you are logged in. If you previously created dashboards that were stored locally in your browser, WISEPIM detects them and offers a one-click migration.

​

Next Steps