Build a dashboard

Go to Build or import a dashboard, describe what you need, and select Generate dashboard.

1. Write a description, for example "Weekly controller view with open AR by client, unbilled WIP, cash on hand and projects over budget." Or pick one of the suggestions.
2. Review the layout. Remove a panel with ✕, or use Add a widget to add any metric with a chart type, period and breakdown.
3. Give it a name and select Save dashboard.

New dashboards are private to you until you share them. See Sharing and embeds.