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Insights - Dashboard

4 min. readlast update: 12.31.2025

Insights – Dashboards

The Dashboards feature within the Insights module enables users to assemble, visualize, and share analytical content built through Designs.
Dashboards serve as the presentation layer of the Insights ecosystem, allowing organizations to combine multiple charts, tables, metrics, and indicators into a unified analytical workspace.

Dashboards help centralize information related to performance, operations, finance, resourcing, and any other business area supported by available data sources.

Important

All examples shown — titles, descriptions, designs, and sharing configurations — are illustrative.
Available fields and behavior depend on:

  • Control Center → Insights → Designs

  • Control Center → User & Access Management (sharing permissions)

  • Completed Designs available for dashboard composition

Access Path

Insights → Dashboards

1. Purpose of Dashboards

Dashboards allow organizations to:

  • Combine multiple Designs into a single visual space.
  • Present interactive charts, KPIs, and tables previously configured in Designs.
  • Share insights with specific users, roles, or departments.
  • Control layout, ordering, and visibility of analytical components.
  • Support strategic and operational decision-making using real-time data.

Dashboards act as a consolidated reporting environment for teams that rely on visual analysis.

2. Dashboards Landing Page

The landing page lists all dashboards that a user has permission to view.

Columns Displayed

Column Description
Title Name of the dashboard.
Subtitle Optional secondary title providing additional context.
Description Short summary explaining the dashboard’s purpose or scope.
Shared With Users, roles, or groups that can access the dashboard.
Created By Original creator of the dashboard. Supports traceability.

Available Actions

  • Add Dashboard – Opens the creation modal.
  • Refresh – Reloads the list.
  • Include Deleted: Yes/No – Shows or hides deleted dashboards.
  • Export – Exports the dashboard list to supported formats.
  • Columns – Customizes which columns appear on the grid.

3. Creating a Dashboard

Selecting Add Dashboard opens the creation modal.

3.1 Add Dashboard Modal

Fields

Field Description
Title* Required dashboard name.
Subtitle Optional secondary heading displayed under the title
Description Longer description explaining context and purpose.
Imports From Optional. Clones structural layout from an existing dashboard. Does not copy data or designs.

Actions

  • Save – Creates the dashboard.
  • Save and New – Saves the dashboard and immediately opens a new blank modal.
  • Cancel – Exits without saving.

4. Dashboard Details Page

After creation, the dashboard opens in edit mode.

The page includes: 

  • Header configuration
  • Preview area
  • Add Designs modal

4.1 Header Information

Fields

Field Description
Title Editable dashboard title.
Subtitle Additional context.
Description Longer explanation of the dashboard’s purpose.
Shared With Defines which users or roles have access.

Users can update header fields at any time.

5. Adding Designs to a Dashboard

Dashboards are composed entirely of Designs created in the Insights → Designs area.

Add Designs Process

Process

  1. Click Add Designs.

  2. A modal lists available designs.

  3. Select one or multiple designs.

  4. Click Add.

Result

The selected designs appear in the Preview section:

  • Stacked vertically by default
  • Fully interactive
  • Automatically updated if the underlying design changes

6. Preview Area

The Preview area displays each added design exactly as configured.

Available Interactions

  • Filtering (if the design supports it)
  • Sorting (for tabular designs)
  • Export
  • Collapse / Expand
  • (Optional) Reordering of designs depending on system configuration

Dashboards do not transform design logic — they simply present it.

7. Sharing Dashboards

Dashboards can be shared with:

  • Individual users
  • Functional roles
  • Entire departments or tenant-wide (if permitted)

Sharing determines:

  • Who can view the dashboard
  • Who can edit it (usually restricted to administrators or owners)

This ensures that sensitive or departmental information remains controlled.

8. Deleting Dashboards

Users with permission may delete a dashboard.

Deleted dashboards:

  • Are hidden by default
  • Can be displayed when Include Deleted: Yes is enabled
  • May be restorable depending on system retention rules

9. Recommendations

  • Build and validate Designs before assembling dashboards.
  • Group related designs logically (Operations, HR, Finance, Projects, etc.).
  • Use the Subtitle and Description fields to clarify dashboard purpose.
  • Share dashboards only with relevant teams to improve focus and security.
  • Update dashboards regularly as new designs and data sources become available.

Related Articles

Insights – Designs
Control Center – Data Sources
Control Center – User Access Management
Operations Management – Reporting
Sales Management – Proposals (if linked to analytical data)

 

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