ℹ️ Available on Supreme.
Custom Dashboards let you put the data that matters most to you on one page. Add charts from the Engagement and Performance Dashboards, a saved view, a list of goals, a single goal, or text such as your company values. Then arrange and resize the widgets as you like.
Add a Custom Dashboard
ℹ️ This requires Admin or Superadmin rights.
Go to Dashboards.
In the sidebar, click + Add dashboard.
Enter a name and click Save.
Everyone in your company can see the dashboard.
Add a widget
Open the dashboard and click Edit dashboard.
Click + Add widget (1 in Screenshot 1).
Select a widget. To find one faster, filter by category: Performance, Engagement, Custom, or Other.
If the widget needs settings, click Configure Widget and fill them in.
Click Save changes (2 in Screenshot 1).
Screenshot 1
The widgets are grouped into these categories:
Performance: Charts from the Performance Dashboard, such as OKRs progress over time and Goals count.
Engagement: Charts from the Engagement Dashboard, such as the Health score, No streak, and Users logged in.
Custom: A Goal, a Goal list, or a Saved view (from Explore). See below.
Other: A Text widget, for example to share your company values.
Feature goals on your dashboard
Use the Custom widgets to put specific goals on your dashboard:
Goal: Shows one goal with its progress and chart.
Goal list: Shows a list of goals as a Cascade, Map, or Board. Use the widget's kebab menu to filter, sort, or choose its columns.
Saved view (from Explore): Shows the number of goals in a saved view, for example Goals at risk. See Explore & Custom views.
Arrange your widgets
Open the dashboard and click Edit dashboard.
To move a widget, drag it by its handle (3 in Screenshot 1).
To resize a widget, drag its bottom right corner (5 in Screenshot 1).
To change or remove a widget, click its kebab menu (4 in Screenshot 1) and select Edit widget or Remove widget.
Click Save changes (2 in Screenshot 1).
Rename or delete a dashboard
Open the dashboard and click Edit dashboard.
Click the kebab menu at the top right.
Select Rename dashboard or Delete dashboard.
Good to know
Who can see the widgets on a Custom Dashboard?
Everyone can see the dashboard, but Standard users and view-only users don't see widgets with engagement data.
Do the filters apply to all widgets?
Yes. The team and Timeframe filters at the top apply to every widget on the dashboard.
Need help?
Start a live chat with our Support team by clicking the question mark at the left or right bottom of your screen.