What happened
What this says
Current to 10 Oct 26Customer wanted to build dashboards for depot teams showing delivery and customer metrics; support provided step-by-step guidance on dashboards builder with card configuration and layout.
Problem: Customer learning to use Growth tier dashboards builder feature for first time. Handling: Support provided clear how-to guidance covering card creation, chart types, field selection and filtering. Customer resolved satisfactorily. This represents healthy expansion of feature adoption.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)459
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- created · Aisha Rahman 17 Dec 2024 10:45Hi, I'm setting up a custom dashboard for one of our depot teams to show their key delivery and customer metrics. I've had a look at the dashboards builder and I can see how to create cards, but I'm not entirely sure of the best way to pull together and display all the different metrics we need. Can you walk me through building a couple of simple cards and how to arrange them on a dashboard? I've attached a screenshot of what I'm trying to set up. Thanks, Aisha
- public_reply · Bethan Lister 17 Dec 2024 18:24Hi Aisha, I've picked this up. The dashboards builder is pretty straightforward for what you're doing. Here's how to build a dashboard: 1. Start a new card and select your data source. 2. Choose the chart type that fits what you're displaying – bar, line, table, whatever works best. 3. Drag over the fields you want to include. 4. Add any filters you need – by location, date range, whatever's relevant. 5. Save the card. Once you've built a couple of cards, create a new dashboard and add them to it. You can resize and rearrange them as you like. I've attached a walkthrough with screenshots showing the steps. Can you try that and let me know how you get on? Thanks, Bethan
- status_change · 3 Jan 2025 23:59
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