creating a dashboard (detailed)

Once you have connected data sources and set up your first client, you’re ready to build your first dashboard. To get started, navigate to the Dashboards page and click Create New Dashboard:

You will then need to select the client you want to build for and name the dashboard. 

As soon as you select the client you will see a list of that client’s connected data sources – pick which of these you want to add to the dashboard by clicking connect.

Once you've connected all the accounts you need, click Create Dashboard and you'll be taken to the dashboard builder.

In the builder, you can choose between starting from scratch and building every part of dashboard, using one our templates or using a dashboard you've already created as a template


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