A dashboard is a page of panels — charts, KPI cards, tables, pivots, maps, and text — built on your tables, datasets, and metrics. Open Team spaces → Dashboards to see them.
The dashboards list
- New dashboard starts an empty dashboard. Start from a template opens the template gallery, and a Recommended for you strip suggests templates that fit your data.
- Tabs: All dashboards, My dashboards, and Shared with me. A Certified filter shows only certified dashboards.
- Sort by Last updated, Date created, or Name, and switch between list and grid views.
- A row's menu has Open and Delete dashboard. Deleting removes its panels and layout permanently.
Templates
Templates build a dashboard on your own tables. You pick which table fits each part. The gallery includes Executive overview, Revenue trend, Pipeline tracking, Product performance, Customer segmentation, Operational metrics, Geographic analysis, Support tickets, and Call Compliance.
Viewing, editing, and exploring
A dashboard opens in view mode. Across the top are the title, any certification badge, Bookmarks, Share, a … menu, and Edit if you can edit it. Dashboards can have several views, shown as tabs under the description.
- Edit opens the builder. A rail on the side has six tabs: Build, Filters, Parameters, Formulas, Themes, and Settings. Use Undo, Redo, and Preview while you work, then Save and Done — or Discard to throw away your changes.
- Explore is for people who can view but not edit. It creates a personal version you can change and save without touching the shared dashboard. See Exploring dashboards.
The … menu has Edit details…, Duplicate, Export…, and Explore a personal version (or Edit my personal version once you have one).
Limits
A dashboard can have up to 120 panels, 24 filters, 20 views, and 16 parameters, laid out on a 12-column grid.