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How to Create a Dashboard

Updated over 6 months ago

Follow these steps to create a new dashboard:

Step 1: Access the Dashboard Section

  1. Go to the "Tools" menu.

  2. Click on "Dashboards".


Step 2: Add a New Dashboard

  1. Click on the "+ New Dashboard" button.


Step 3: Provide Dashboard Information

  1. In the first step, "Dashboard Information", enter the name of your dashboard in the "Dashboard Name" field.

  2. Choose your "Dashboard Type", either "Aggregated Dashboard" or "Custom Dashboard", and then click "Next".

Note: To create an aggregated dashboard, you need at least two monitors.


Step 4: Select Monitors/Channels

  1. In the second step, "Monitors/Channels", select the product you want to use: "Social Monitoring" or "OmniChannels".

  2. Choose the monitors or channels you want to include in your dashboard.

Note: If you have many monitors or accounts, click "View More" to see additional options. You can select up to 8 monitors or accounts only.


Step 5: Create the Dashboard

  1. Click "Create Dashboard" in the bottom-left corner to finalize your dashboard and start adding interface elements.

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