Custom Dashboards

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See what's happening in your database at a glance by using dashboards. Add different graphs based on time frames, and watch the trends develop and grow!

Check out this clip from Planning Center University.

From the Metrics tab, create a dashboard by clicking the dropdown and choosing Create new dashboard.

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Settings

Name the dashboard and choose other Administrators who can have access to the dashboard.

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  1. Name the dashboard

  2. After you add a person, choose what visibility they have. View only means they can see the widgets on the dashboard; Manage means they can make changes to the widgets on the dashboard.

  3. If you no longer need the dashboard, delete it. A deleted dashboard cannot be recovered.

Important

If someone doesn't have permissions in a product that has a widget on the dashboard, they cannot add that widget to the dashboard, but if another admin adds it, they can view it.

Begin adding widgets to your dashboard.

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  1. Print the dashboard view to share with your team.

  2. Go to the Settings to rename the dashboard or update who has access.

  3. Add widgets to the dashboard.

Widgets

Widgets give an at-a-glance overview of what's happening in the type of widget you choose.

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  1. Choose a type of widget you'd like to see.

  2. You can use the default title of the widget or enter your own.

  3. Choose the timeframe you'd like to see and decide if you'd like to see year over year results.

Once you've added your widgets, you'll be able to identify trends.

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Settings

Click the gear to update the widget settings.

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Move the widgets in a different order by dragging them to a new place.

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