A dashboard is a view built from widgets. A widget is a panel that shows one thing: a chart, a metric, a saved view, a block of text or an embedded page. The widgets can draw on any table in the workspace, on one page or across tabs.

Here is the test: do people need several answers on one screen, or answers from several tables? If yes, build a dashboard. If they need the rows of one table, a saved view is enough.

Example: a Vendor Management solution. The Security lead builds a public dashboard called Vendor risk overview on the Vendors table. A Hero carries the program title. A Summary Card counts open findings. A Column chart shows findings by severity. The register sits below as a Grid View widget. A Filter Widget on Vendor Tier narrows all of them at once. Finance reads the metrics, Security fixes findings through the drill-in, and the auditor opens a read-only link.

The Vendor risk overview in View mode: the Hero, the Summary Card and the chart in one row, the Filter Widget and the register below.

Most readers arrive with one of these tasks. Each line opens the page that answers it.

A dashboard is one of the eleven view types under Create New View in the View Panel. It belongs to a table like any other view, but its widgets can show data from any table in the workspace. That is the difference from a saved view: a grid shows one table, a dashboard shows whatever its widgets point at.

A dashboard has two modes, chosen with the View | Edit switch in the upper right. A new dashboard opens in Edit mode, where you add, move and set up widgets. When you open it again later it opens in View mode, where the widgets are read and used but not rearranged. In View mode the header keeps only the switch; the Add Widget button and the gear appear in Edit mode.

Every widget respects the permissions of the person looking at it. Record permissions and field permissions apply to the records a widget shows, in the same way they apply in a grid. See Dashboard Settings.

In Edit mode, Add Widget opens the Add New Widget sidebar on the right. It has a Search Widget box at the top and thirteen collapsible categories; only Page Display is open to start. Type part of a name to filter the cards. Each card shows a thumbnail, the widget's name and an info icon whose tooltip describes it. A card that carries a badge in place of the info icon cannot be added yet. The categories below are in the sidebar's order, with every card.

Hero, Simple Banner, Heading, FAQ, Webpage, Text Block, Spacing and Divider. These frame the page: a title block, a notice, a heading between sections, a block of instructions, a gap or a line. Each has its own article.

Record Selector and Record Details; Record History, Record Comments and My Work carry a badge and cannot be added yet. Record Selector lets the viewer pick one record, and Record Details then shows that record. See Record selector widget and Record details widget.

Filter Widget and Button Row. The Filter Widget narrows several widgets at once from one control. The Button Row holds buttons that open a link, a form or a new record. See Filter widget and Button row widget.

Comparison Metric, Progress Metric and Summary Card. A Comparison Metric sets a recent period against a past one. A Progress Metric shows a value against a goal. A Summary Card shows one number, such as the count of open findings.

Grid View, Card View, Kanban View, Timeline View, Calendar View, Chart View, Pivot Table and Gantt View; Map View carries a badge and cannot be added yet. The six view widgets show a saved view of a table inside the dashboard. Chart View embeds a saved Chart view. Pivot Table analyzes a table by rows, columns and values. See View-based widget settings and Pivot table widget.

One card per chart type, fifteen in all. The cards are Bar, Stacked Bar, 100% Stacked Bar, Column, Stacked Column and 100% Stacked Column. Then Donut, Pie, Area, Stacked Area, 100% Stacked Area, Line, Heatmap, Bubble and Scatter. Every card opens the Chart widget with that type chosen, and the type can be changed in the widget's settings. See Chart widget and Visualize Data with Charts.

Video: Vimeo and YouTube. Utilities: Data Schema, Custom Code and Scripting. Project Related: Resource Scheduling, Countdown and World Clock.

Social Media: Facebook, LinkedIn and Twitter. Conferencing: Google Meet and Zoom. Design: Figma and InVision. Google: Google Docs, Google Meet, Google Sheets and Google Slides. Google Meet appears in both of its categories.

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

Public and private. The Create New Dashboard dialog offers Public and Private. A public dashboard is seen by every member who can open the table. Solution Managers and members with Full Access create public dashboards and edit them. Every member can create a private dashboard that only they see. See Dashboard Settings and View Panel: create, organize and lock views.

Shared. A dashboard can be shared outside the workspace as a read-only page. The share icon next to the dashboard name, with the tooltip Share Dashboard, opens the Share this View window with a link, an embed code and four settings. See Public Dashboard Sharing.

Moved. A dashboard can be moved to another table or solution and keeps its widgets. The steps are in How to Create a Dashboard.

The dashboard header with the View | Edit switch on View, and the same header on Edit with Add Widget and the gear.

Last verified 30 Oct 2026.