Creating and Deleting Dashboards

Dashboards are a great way to see and track your high-level KPIs at a glance. With SkySlope Books, many KPIs can be tracked in real-time, allowing you to see the most recent results at any time.

In the Reporting module, you can create one or more dashboards. You can view different data via widgets that you can add to your dashboard.

You may only want one dashboard, however, if you have multiple offices in multiple states/provinces, you may want to create different dashboards so you can toggle between each board to view that state/province's data.

In this article, we will cover:

• Creating an Insights Dashboard
• Deleting boards

Creating a Dashboard

1. In the left navigation menu, go to Reporting.

2. Then select Dashboard.

3. First time creating a Board:

• Type a name for the dashboard, then click Create.

4. Creating a Board after a Board has been created:

• Click the dashboard name in the upper left.
• Then, in the dropdown, click Create New Board +.

5. After creating the dashboard, click Edit Dashboard to add widgets and customize the dashboard.

6. Learn all about the available widgets and how to add in this article!

Deleting a Dashboard

Select the dashboard you wish to delete from the drop-down menu

Then, click Edit Dashboard.

Click Remove Dashboard.

You will be asked to confirm. Click Yes to confirm and delete the dashboard.

The dashboard will be removed from the dropdown menu. 

Updated March 14, 2024 23:05