How to Create a Dashboard

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Dashboards are a great way to see and track your high level KPIs at a glance. With Zipi, many KPIs can be tracked in Real-Time, allowing you to see the most recent results at any time.

 

1. Go to Insights.

2. Click the Plus Symbol to begin creating a new board and enter a Board Name. 

 

This name can be edited, or dashboard removed later by clicking the pencil button on your dashboard page.

3. Now you will be ready to begin adding your Widgets, or sections that visualize data. To add a Widget, click the Add Widget.

4. Choose the type of data you would like to visualize by selecting the Widget Type from the dropdown menu, then click the Add button.

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