Bethan Lister

How to set up a custom dashboard

Ticketclosed

Brackwell Freight Ltd: documents logo Brackwell Freight Ltd: documents · How to set up a custom dashboard

Customer 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.

Priority normal

What happened

What this says

Current to 10 Oct 26

Customer 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.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)459
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  1. Aisha Rahman
    created · Aisha Rahman 17 Dec 2024 10:45
    Hi, 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
  2. Bethan Lister
    public_reply · Bethan Lister 17 Dec 2024 18:24
    Hi 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
  3. Bethan Lister
    status_change · Bethan Lister 30 Dec 2024 15:40
  4. status_change · 3 Jan 2025 23:59
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