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Create a Performance dashboard
Create a Performance dashboard

How to create additional dashboards.

Updated this week

When you create your Futrli account first, there are three Dashboards created by default and available under both the Reporting and Performance tabs.

You can customise those dashboards or create additional ones.

There are different ways to create a Dashboard and you can build it like a report.

Once you’re happy, you can publish it and add it to the Performance board.


Step 1 - Create a Dashboard

You have different methods available to create a dashboard.

Create from scratch

  1. Click the Reporting tab.

  2. In the Create from section, click Scratch, then click the dashboard.

    Create from scratch tab in Reporting page.

Create from a template

Alternatively, you can also use one of Futrli's three pre-built dashboard templates, and customise it.

Futrli templates.

Convert a report into a Dashboard

You can also convert an existing Report into a Dashboard.

  1. Edit or duplicate the report.

  2. You can then change the layout from the Page set up to convert it into a Dashboard.


Step 2 - Customise your Dashboard

You can build your dashboard the same way you create a report.

  1. Give a title to your new dashboard.

  2. Build and add widgets just like you can on a report.

For more details, visit our guide to Build a report.


Step 3 - Add to the performance area

If you want the dashboard to appear on your Performance page, make sure to publish it and click "Add to Performance area".

Add to performance area when viewing a dashboard.

For more details, visit our guide on how to add a dashboard to the Performance tab.

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