Create a New Insights Dashboard

Available in: Enterprise, Premier + Mavenlink Insights 

Step-by-Step

How to Add a New Dashboard

Follow these steps to add a new Insights dashboard:

1. Hover over Settings from the left-side nav bar and select Insights.
   
2. On the Insights Settings page, click the Dashboards tab if you're not already there.
3. Next, click the Create New Insights Dashboard button.
4. Your new dashboard will appear at the bottom of the Custom dashboard list.
5. Click inside the dashboard name field and provide your new name.
6. Now, all you need to do is assign your new dashboard some Access Groups.

Related Articles:

• Insights Glossary & Reference Guide
• Insights Attributes, Metrics, and Filters
• Insights Overview
• Insights Settings
  • Dashboards tab
  • Access Groups tab
  • Insights Details Panel
• Utilization Dashboard
• Categorizing Billable, Non-Billable Productive, Internal/Admin, and PTO Time

Step-by-Step:

• Create a New Dashboard
• Create a New Access Group
• Add a Dashboard to an Access Group
• Assigning an Account Member to an Access Group