[NEW] NEW Dashboards

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In this article you will learn how to use the New Dashboards section of DEXMA.

 

Introduction to the New Dashboards ✨

After a long period of designing and development of the New Dashboards, they are finally available in all your accounts! 

To learn what is a dashboard, please check out our article: What is a Dashboard?

Get ready to

  • Visualise your dashboards with a brand new and shiny interface
  • Use single KPI, bar chart, line chart, stacked bar and pie chart widgets
  • Resize and reorganise the widgets in a dashboard
  • Share your dashboard wherever you want with the dashboard link
  • Visualise your responsive dashboards in your mobile phone or tablet

 

How to set up your first Dashboard

To set up your first Dashboard, please follow the next steps:

  1. Go to one of your accounts
  2. Access the new Dashboard section, going to the top left Product menu of the platform and clicking on Dashboards.

    Dashboards_Menu.gif

  3. In the new section, click on the + button to create a new Dashboard, and name it (you will be able to edit the name later)
    mceclip0.png.      mceclip1.png
  4. In the set up screen, click on Add first widget to add a new widget.

    mceclip4.png

  5. Depending on the widget that you want to set up, check out our articles:

 

Share a Dashboard

To share a dashboard with anyone, you can use a Dashboard link. This link will be accessible from anywhere with no need to be logged into the platform.

Learn how to do it here.

 

Tips and Tricks

In the New Dashboards there are several things that you can do to personalise your view.

 

Modify the size of your widgets

You can modify the size of any widget just dragging and dropping the right-down corner of your widget.

To do so, you need to:

  1. Click on Edit your Dashboard in the top right menu of your Dashboard
  2. Click on Edit layout
    mceclip5.png
  3. Change the size of your widgets
    Change_size_widget.gif
  4. Click on Save Layout

 

Reorganise the Dashboard view

You can reorganise your Dashboard by dragging and dropping your widgets to place them wherever you prefer.

To do so, you need to:

  1. Click on Edit your Dashboard in the top right menu of your Dashboard
  2. Click on Edit layout
    mceclip5.png
  3. Reorganise your view
    Move_widget.gif
  4. Click on Save Layout

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