Introduction to Dashboards

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Prerequisites

To use this feature you must have the Account Hub as part of your Terminus subscription.

What are Dashboards?

Dashboards provide an easy, customizable, and centralized view to measure performance metrics and visualize trends in your ABM Program. Dashboards keep every member of your (revenue) team “on top of the numbers” and enable data-driven decisions every day.

Feature Overview

Dashboards are designed to save you and your team time by providing fast access to key metrics to measure your marketing programs. Highlights from reports can be saved to a Dashboard as Tiles so you can easily view your indicators of performance in one place.

Furthermore, by creating public Dashboards, your entire team can stay on the same page, working towards your marketing and sales goals.
 

Private vs. Public Dashboards

When creating Dashboards, you have the option of creating a “Private” or “Public” Dashboard. “Public” Dashboards will allow all users in your organization to view the Dashboard. All dashboards can be edited only by the creator.

Dashboard Limits

Each organization has the following dashboard thresholds:

Public dashboard limit per org: 20
Private dashboard limit per user: 10
Tile limit per dashboard: 12

Tips and Tricks 

Many users leverage Dashboards as a shortcut into their favorite reports. To view the entire underlying report, simply click on the tile and the platform will navigate to the detailed report with the settings and global filters from your dashboard already applied.

Managing Your Dashboards

How to Create a New Dashboard

1. Hover over the Dashboard icon in the left navigation bar.
2. Go to the bottom of your listed Dashboards and click “+ New Dashboard.”
3. Enter a name for the new Dashboard in the “Dashboard Name” field.
4. Choose to create either a “Personal” (Private) or an “Organizational” (Public) Dashboard.
5. Click “Create Dashboard.”

How to Rename a Dashboard

1. Hover over the Dashboard icon in the left navigation bar.
2. Choose the Dashboard you would like to rename and click on the 3 dots on the right of the name.
3. Click “Rename Dashboard.”
4. Enter a new name for the Dashboard.
5. Click “Rename Dashboard.”

How to Duplicate a Dashboard

1. Hover over the Dashboard icon in the left navigation bar.
2. Choose the Dashboard you would like to duplicate and click on the 3 dots on the right of the name.
3. Click “Duplicate Dashboard.”
4. Name the new dashboard.
5. Click “Create Dashboard.”
   
   

How to Delete a Dashboard

1. Hover over the Dashboard icon in the left navigation bar.
2. Choose the Dashboard you would like to delete and click on the 3 dots on the right of the name.
3. Click “Delete Dashboard.”
4. Click “ok” to confirm you want to delete this Dashboard (action cannot be undone).
5. Alternatively, you can use the "Delete Dashboard" button in the top right corner (action cannot be undone).

FAQs

Can I filter Dashboard tiles?

• Yes, you can apply Global Filters to each tile by clicking on the three dots in the top right of each tile and selecting "tile settings." Once applied, the Global Filters are saved to the tile until you remove the filter criteria.