Article

What is a Dashboard in Pipeline and how do I create one?

Body


The Dashboard is an area where you can easily create charts, table grids, and milestone widgets based on your reporting needs.


It is dynamically updated based on your data in a Pipeline Tracker. Any changes in a Tracker reflect in the Dashboard in real time.


Create multiple Dashboards for different reporting needs.

To create a scratch Dashboard:
  1. Go to the Dashboard tab.
  2. Click Create New Dashboard.
  3. Select Start from scratch.
  4. Click Continue.
  5. Type a name.
  6. Press Enter to save.
  7. Create Widgets.
To select a template Dashboard:
 
  1. Go to the Dashboard tab.
  2. Click Create New Dashboard.
  3. Select from the template options:
    1. Team Management
    2. Board Meeting
    3. Investment Committee
  4. ​​​​​​​Select a Tracker.
  5. Click Continue.

 
Title
What is a Dashboard in Pipeline and how do I create one?
URL Name
What-is-a-Dashboard-in-Pipeline-and-How-do-I-create-them

Summary

Describes dashboards as areas for creating charts, table grids, and milestone widgets, which are dynamically updated based on data in a Tracker. Provides step-by-step instructions for creating new dashboards

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