Creating and Customising Dashboards

Creating and Customising Dashboards

Dashboards in Pulse allow you to organise performance information in a structured and meaningful way. They give you the freedom to bring together different metrics, views, and insights that support your daily work. While the Home screen focuses on personal performance, dashboards give you more space and flexibility to build layouts for teams, activities, or specific reporting needs.

A new dashboard begins as a blank layout where you can choose the structure that works best for you. The layout builder helps you decide how many rows and columns you want, giving you control over how the information will appear on the page. Once the structure is in place, you can add widgets to display performance data, comparisons, leaderboards, or detailed reports.

Each widget you add becomes part of a larger picture. You can adjust the position of widgets to create a flow that matches how you review information. Larger widgets can be placed in areas where detailed data is needed, while smaller widgets work well for quick highlights or supporting metrics. All widgets can be resized, or removed as your dashboard evolves.

Dashboards also support filters that influence the data displayed. You can adjust the time period or choose specific users or teams to view. These filters help you shape the dashboard for different purposes, whether you are reviewing your own activity, tracking a team, or monitoring a full department.

Once a dashboard is saved, it can be updated at any time. You can keep building on an existing layout as your priorities change, adding new widgets or adjusting the structure whenever needed. Over time, dashboards become a personal workspace that reflect your goals, your reporting needs, and the way you prefer to interpret performance data.

Dashboards are ideal when you want a focused view that goes beyond the Home screen. They work well for recurring reports, team reviews, and detailed performance monitoring. Each dashboard can be shared, marked as a favourite, or kept private, allowing you to organise your workspace in a way that is easy to access and easy to maintain.