A dashboard starts empty, in Edit mode. You add widgets from the Add New Widget sidebar, each one set up in its own modal, and the page saves as you go. Each widget shows one thing: a chart, a metric, a table as a view, a block of text or an embedded page.

Here is the test: are you ready to build? This article is the steps. For what a dashboard is and which widgets exist, see Getting Started with Dashboards.

Example: in a Vendor Management solution, the Security lead builds Vendor risk overview on the Vendors table. It gets a Hero with the program title, a Summary Card of open findings and a Column chart of findings by severity. Below them sit the register as a Grid View widget and a Filter Widget on Vendor Tier. Later the dashboard is moved into the folder Shared with Procurement and Finance.

The empty Vendor risk overview in Edit mode, with Feedback, Add Widget, the gear, the View | Edit switch and the three-dot menu in the toolbar.

The new dashboard opens in Edit mode. The empty page shows an illustration, the heading "Create the Perfect Dashboard" and an Add Widget button.

The Create New Dashboard dialog with the name Vendor risk overview, Public selected and the folder dropdown reading No folder.

The View | Edit switch sits in the upper right. A new dashboard opens on Edit. When you open the dashboard again later it opens on View, and you move the switch to Edit to change it.

In Edit mode the toolbar holds, left to right, Feedback, + Add Widget, a gear that opens Dashboard Settings, the View | Edit switch and a three-dot menu. In View mode only the switch and the three-dot menu stay. Above the widgets sits an Add Navigation strip and below them an Add Footer strip; each opens the matching tab of Dashboard Settings. Tabs, a footer and the page style live there; see Dashboard Settings.

There is no Save button. A widget is saved when you select Add Widget in its modal, and a moved or resized widget is saved as you make the change. The dashboard shows the same layout after a reload.

The canvas is four columns wide and a widget always fills whole columns. The first widget lands at the top left at half the width, two columns. The next lands to its right, and later ones start a new row. A metric widget takes one column; a Timeline, Gantt or Filter widget lands at full width. You can also hover between two widgets and select the + that appears to add a widget at that spot.

For the overview, the Security lead adds five widgets in this order: Hero, Summary Card, Column chart, Grid View and Filter Widget. The Filter Widget is connected to the Summary Card, the chart and the grid in its own settings; see Dashboards: Filter Widget.

The Add New Widget sidebar with the Search Widget box and the Views category open.

Hover over a widget in Edit mode and a strip appears above it: a drag handle, Move Up, Move Down, Edit and a three-dot menu, then the widget's name. Drag the handle and a dot grid appears on the canvas with a dashed placeholder where the widget will land; release and it snaps there. Resize it from the pill on its right edge, which snaps to the next column, or the pill on its bottom edge, which changes the height in smaller steps. The layout saves on its own. The Security lead drags the chart's right edge until it takes half the row, so the Summary Card fits beside it. The full set of controls is in Managing Widgets.

The chart being resized to half width, with the Summary Card reflowing beside it.

The header row shows the dashboard name with a chevron and a star to add it to your starred items. A lock glyph shows when the dashboard is locked. A share icon carries the tooltip Share Dashboard. The three-dot menu at the right of the toolbar holds Full Screen, Export and Copy Link; Export offers Adobe PDF. There is no Print, Import Data or Recycle Bin on a dashboard; those belong to views of records.

A dashboard has no Fields to Display, Sort, Filter, Group or Spotlight of its own. Those controls belong to each widget; see View-Based Widget Settings.

Public and private. Solution Managers and members with Full Access create public dashboards and edit them. Every member creates private dashboards that only they see. See Dashboard Settings and View Panel: create, organize and lock views.

What viewers see. Every widget shows only the records and fields the viewer's permissions allow. A member who cannot open the Findings table sees nothing from it, whoever built the dashboard.

Sharing. The share icon opens the Share this View window: a read-only link, an embed code and four settings. See Public Dashboard Sharing.

In View mode the page is read and used, not rearranged. Select a chart bar or a metric and the records behind it open in a grid you can edit; see Editable Drill-in Grids. Pick a value in the Filter Widget and every connected widget narrows at once. Hover over a widget and a full-screen icon and a small menu appear at its top right.

Share the page read-only with the share icon; see Public Dashboard Sharing. Export it as a PDF from the three-dot menu; see Dashboards: Export to PDF.

The dashboard three-dot menu open on Full Screen, Export with Adobe PDF, and Copy Link.

Select the chevron next to the dashboard name to open the view menu. It lists, in order, View Settings, Rename Dashboard, Add Description, Duplicate View, Move to another Table, Public View and Delete View. A dashboard's menu has no Change View Type and no Autosave changes item.

Tabs, a footer and the page style are set from the gear in Edit mode; see Dashboard Settings.

Last verified 30 Oct 2026.