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Add a dashboard to Performance area
Add a dashboard to Performance area

How to add a dashboard you've created to the Performance page in Futrli.

Updated over 2 weeks ago

When you click on the Performance tab, as well as Customer & Suppliers you can also see some dashboards.

Default dashboards on Performance page.

By default, there are three prebuilt dashboards, but you can add more to the Performance page. When you create a new dashboard, it will only appear on the Performance page when you manually add it there.

  1. From the Reporting tab, you can create a new dashboard or click a published dashboard to open it and edit it.

  2. Click Add to Performance area.

    Add to Performance area option when viewing a dashboard.

  3. Once done, it now says Added to Performance area.
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    You can also now see it at the top of your Performance page.

    New dashboard showing on Performance page.

๐Ÿ“ŽNOTE: You can only add published dashboards to the Performance area. If it's still a draft, you're prompted to publish the dashboard so you can add it.
โ€‹

'This dashboard needs to be published first' message.

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