Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Add, arrange, and style tiles on a Reporting (Beta) dashboard, and rename, copy, or delete it. Tile changes you save apply to everyone who opens the dashboard.
Before you begin
To change a dashboard, you must be an admin, its creator, or have Edit access to it. For more information, refer to Share reports, dashboards, and folders in Reporting (Beta).
Your role also needs the Reporting (Beta) permissions to save changes. For more information, refer to Reporting (Beta) permissions.
Add a tile
Open the dashboard and click Add tile. The dashboard switches to edit mode.
Select Chart or Metrics Tile:
Chart: From Saved report, select a saved Reporting (Beta) report.
Metrics Tile: Select Territories, Teams, or Product Groups, and then search for and select a metric.
Click Add.
Click Save layout.
You can also add a report to a dashboard from the report itself with Pin to dashboard. For more information, refer to Build and save a report in Reporting (Beta).
Note
To make sure viewers can see every tile, keep a dashboard and its reports in the same folder and share the folder.
Change how a tile looks
From the dashboard ⋮ menu, select Edit Dashboard.
On the tile, click the gear icon (Tile options).
Complete the following fields as needed:
Option
What it does
Tile name
The title on the tile.
Show as
How the tile shows the report: Chart (as saved), Stat tile (KPI), Sparkline, Breakdown (donut / pie / bar), or Text (template). Sparkline needs a date on the report.
Plan
Follow dashboard, or lock the tile to one plan.
Timeline
The tile's own time period, or Dashboard time to follow the dashboard.
Target (attainment)
A target to measure the tile against, or None.
Display
Turns on Label, Change %, Attainment, Compare line, and Full value.
Template
For Text (template) tiles, a sentence with placeholders:
{m0},{m0.delta},{c0},{target},{attain},{period},{period.range}, and{scope}.Click Save layout.
Arrange and resize tiles
From the dashboard ⋮ menu, select Edit Dashboard.
Drag a tile by its handle to move it, or drag its bottom-right corner to resize it.
Optional: Click Fit KPI band to spread each row of KPI tiles evenly across the full width. Rows you resized yourself aren't changed.
Click Save layout, or click Cancel to leave edit mode without saving.
Remove a tile
From the dashboard ⋮ menu, select Edit Dashboard.
On the tile, click ✕ (Remove from dashboard).
Click Save layout.
Set the starting view for everyone
Save filters, at the right end of the filter bar, makes the current scope, record, time, and currency the view everyone starts with when they open the dashboard. Each viewer can still change these for themselves afterward.
Rename or move a dashboard
In the top navigation, click Reports (BETA), and open the folder that holds the dashboard.
On the dashboard card, click ⋮ and select Properties….
Change the Name, or change the Folder.
Click Save.
Duplicate a dashboard
Duplicate a dashboard when you want your own version to change without affecting the original.
Open the dashboard.
From the ⋮ menu, select Duplicate.
Copy dashboards to another plan
In the top navigation, click Reports (BETA).
From the page ⋮ menu, select Select….
Select the dashboards you want to copy.
Click Clone to plan…, and follow the prompts to pick the plan.
Delete a dashboard
Open the dashboard.
From the ⋮ menu, select Delete….
Confirm the deletion.
To delete several dashboards at once, from the Reports (BETA) page ⋮ menu, select Select…, select the dashboards, and click Delete…. A dashboard's card menu doesn't have a delete option.