KPI App: How to Add a Dashboard

Modified on Mon, 30 Sep, 2024 at 8:32 AM

Link to article: https://support.driveshops.app/support/solutions/articles/70000565607-kpi-app-how-to-add-a-dashboard


Dashboards in the KPI app are used to organize graphs into categories, i.e., Productivity, Marketing, Sales, etc,.



 

To create a new KPI app dashboard, click on the button in the top right corner titled Add Dashboard

 


 

The Layout option will determine how the graphs and gadgets interact with each other on the KPI app dashboard.


  • Fixed Gadgets gives both vertical and horizontal scrolling as an option in each gadget while they remain in a fixed position.


  • Fit to Screen fits all graphs onto the screen.  This is best used for a KPI app dashboard with a few graphs.


  • Scroll Vertical allows the user to scroll vertically while reducing all empty space vertically.


  • Scroll Horizontal allows the user to scroll horizontally while reducing all empty space horizontally.


  • Fixed gives both vertical and horizontal scrolling as an option.


  • Vertical Fixed is identical to Scroll Vertical except that it adjusts all graphs into a portrait layout.


  • Horizontal Fixed is identical to Scroll Horizontal except that it adjusts all graphs into a landscape layout.


Changing Graphs Per Row adds or removes the number of columns on the dashboard for the KPI app.  Although there is no limit on the number of grid columns a user can add, it's recommended to keep it around 3 to avoid overly large or difficult-to-navigate dashboards on the KPI app.

 



In the rest of the settings, users can choose to show definitions or numbers on graphs and edit print settings.  Once the KPI app dashboard is saved, the settings may be opened back up again by clicking on the Settings button above the dashboard for the KPI app.

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