Learn how to set your default dashboard so your team starts the day with the most important information right in front of them. This guide walks you through the process, making it straightforward to share key insights with everyone. Once your default dashboard is set up, your whole team will have easy access to the data they need to stay informed and productive.

Default Dashboards

Setting up default dashboards lets you customise the dashboard experience to suit your team's specific needs. Essential insights and metrics are immediately visible to your team members when they log in. This gives everyone quick access to the information that matters most, right from the start.

Once in the Dashboard section, click the blue button to select the dashboard you wish to be your default dashboard.

Next, click on the three-dot menu in the top right corner. In the dropdown menu, you'll select the option "Set as default dashboard".

📌Note: Account Admin with full access to the Dashboard will be able to set default dashboards.

Lastly, you'll confirm your default dashboard change.

Once you've confirmed the change, this will be the main dashboard you and your team see upon logging in. With your default dashboard in place, your team will always have quick access to the most important information of your choosing. This keeps everyone up to date with the latest data and insights. If you'd like to learn more about creating and customising dashboards, take a look at our other articles in this section!

Helpful Notes:

  • For a specific dashboard to be set as the default, all roles must have permission to view the dashboard.
  • You will not be able to delete the dashboard set as your default until another dashboard has been made your default dashboard.