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3. Core Features / Recursos Avançados
How to Use the Tab / Como Usar a Aba 'Dashboards'
How to Use the Tab / Como Usar a Aba 'Dashboards'

Gain a deep understanding of your data through dashboards

CS Team avatar
Written by CS Team
Updated over a week ago

Artigo versão em Português

The dashboards tab is composed by two main elements: (1) The tracking tool and (2) the custom-developed based on project requirements.

👉🏽 While filters and searches applied on the platform work simultaneously through all platform areas, filters applied in the Dashboard work independently and only for this area. 👈🏽

Core elements

1. Tracking

The tracking tool allows you to charge all Saved Filters and track their performance in the timeframe that best fits your needs. Add your relevant Saved Filters to each graph, adjust the settings and be ready to track their performance over time. You can also change the name of each graph to better organize your views.

By clicking "Add new chart" in the bottom right-hand side of the window, you can add new graphs to organize different sets of Saved Filters and compare them.

💡Pro tip: You can create up to 10 different graphs to track the performance of Saved Filters over time.

2. (Custom) Dashboards

As pointed out in the subject, this area can be tailored based on the company's needs and, consequently, could assume different formats depending on the type of source, the use case and the specific needs.

💡Pro tip: Look for your CSM, discuss the feasibility, and define a plan to implement any custom dashboard.

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