Skip to main content

​
Overview

Custom dashboard views allow you to create tailored monitoring screens that focus on the metrics and data most relevant to your responsibilities. This guide walks you through designing and building your first custom view.

​
Why create custom views?

Different roles require different insights:

Role-specific metrics

Display only the KPIs relevant to your job function and responsibilities.

Workflow optimization

Organize information in the order you process it during daily tasks.

Focus and clarity

Remove distractions by hiding metrics that are not relevant to your current priorities.

Quick decision making

Present critical information prominently for faster response times.

​
What you will learn

This exploration task teaches you to:
  • Create a new custom dashboard view
  • Select and configure appropriate widgets
  • Arrange widgets for optimal workflow
  • Set up auto-refresh intervals
  • Save and share your custom view

​
Prerequisites

  • Completed Getting started with dashboard
  • Basic understanding of the metrics available in your system
  • Familiarity with your daily workflow and information needs
1

Create a new view

From the Dashboard, click “New view” or the plus (+) icon next to existing view tabs.
You will be prompted to name your new view and optionally select a template.
2

Name your view descriptively

Choose a clear name that describes the purpose of this dashboard, such as “Daily Operations” or “Sprint Metrics”.
Use names that indicate the view’s purpose and audience, like “Support Team Queue” or “Executive Summary”.
3

Open the widget library

Click “Add widget” or the widget library icon to see available widgets.
Widgets are organized by category: Metrics, Charts, Tables, System, and Custom.
4

Add your first widget

Select a widget that represents a key metric you monitor regularly. Click to add it to your dashboard.
Start with 3-5 essential widgets rather than adding everything at once.
5

Configure widget settings

Click the widget’s settings (gear icon) to customize:
  • Data source and metric selection
  • Time range for displayed data
  • Visual appearance and colors
  • Thresholds and alert values
6

Arrange widgets logically

Organize widgets in a way that matches your workflow:
  • Place critical metrics at the top or left
  • Group related widgets together
  • Leave space for future additions
Avoid overcrowding. White space improves readability and focus.
7

Set refresh interval

Configure how often the dashboard updates:
  • Real-time (5-10 seconds): For actively monitored systems
  • Standard (1-5 minutes): For general monitoring
  • Manual: For historical analysis that does not need live updates
8

Save your view

Click “Save” to store your custom dashboard configuration.
Your custom view is now available in the view selector dropdown.

​
Widget arrangement best practices

Thoughtful layout improves dashboard usability and reduces cognitive load.

​
F-pattern layout

Arrange widgets following natural eye movement:
  1. Place most critical information at the top-left
  2. Progressively less important information toward bottom-right
  3. Align related widgets horizontally or vertically

​
Grouping strategies

  • Functional grouping: Group widgets by business function (sales, operations, support)
  • Temporal grouping: Organize by time sensitivity (real-time, daily, weekly)
  • Hierarchical grouping: Summary metrics at top, detailed breakdowns below

​
Sharing custom views

You can share your custom views with team members:
  1. Open the view you want to share
  2. Click “Share” or the share icon
  3. Choose sharing permissions:
    • View only: Others can see but not modify
    • Collaborate: Others can make changes
    • Template: Others can duplicate and customize
  4. Select users or teams to share with

​
Managing multiple views

When you have numerous custom views, use descriptive naming and consider creating views for:
  • Different times of day (morning overview, end-of-day summary)
  • Different contexts (desktop, mobile, presentation mode)
  • Different audiences (personal, team, executive)
Instead of building from scratch, duplicate an existing view and modify it:
  1. Open the view you want to copy
  2. Click “Duplicate” from the view menu
  3. Rename and customize the copy

​
Next steps

With your custom view created, learn how to Setting up dashboard alerts to get notified when important metrics change.