Building a Signals Dashboard
In Signals, you can build custom Signals Dashboards to focus in on specific data or to dive deep into answering key business questions.
Building a custom Signals Dashboard allows you to go deep on a given inquiry, create a shared dashboard to socialize key info with other stakeholders, present key data directly from the platform, or download reports as a PDF to share with other stakeholders.
ℹ️ Learn more about Signals.
How to Create a New Signals Dashboard
There are two ways to create a new dashboard in Signals:
Option 1: Create from scratch
Click + New Dashboard in the top left menu in Signals.
This will open a popup, where you can name your dashboard, and choose visibility settings:
Only Me: nobody but you will be able to see your dashboard
My Organization: everybody in your organization can see your dashboard (permissions, as always, apply with regards to user access to data)
You can change the visibility of a dashboard that you have created at any time, so you can choose Only Me at first, and change to My Organization later.
When you click Create New Dashboard, you’ll be taken to your brand new dashboard and can add reports from here.
ℹ️ Learn how to add reports to your Signals Dashboard.
Option 2: Pin a report to a new dashboard
Click Pin to dashboard on the menu on any individual Signals report.
This will open a popup, where you can either pin the report to an existing dashboard, or add a new dashboard.
If you select + Add New Dashboard, you’ll see a modal to Pin to New Dashboard where you can name the dashboard and select visibility settings.
In this case, when you click Create and Pin to Dashboard, you’ll be taken to your brand new dashboard with that report already pinned.
ℹ️ Learn more about Signals: