Manage Dashboards

Manage Customer Insights Dashboards. Dashboards are your primary tool for displaying (and interacting with) data.

Manage Dashboards in Customer Insights

• Configure Dashboard settings
  Configure default and metadata settings for a Dashboard.

• Create and name a Dashboard
  Depending on your role, there are two ways to create a new Dashboard.

• Add a query tile to a Dashboard
  A query tile is a tile uniquely bound to a Dashboard: it can’t be shared with other Dashboards.

• Add a Look tile to a Dashboard
  Unlike query tiles, Look tiles can appear on multiple Dashboards.

• Add a note to a tile
  Add a caption or other explanatory text to a tile.

• Edit a tile
  How to put a tile into edit mode. And what to do once you've done that.

• Add a text tile to a Dashboard
  Text tiles provide a way to add custom text, images, and links to a Dashboard.

• Format text tiles
  Use the Markdown markup language to format your text tiles.

• Move and resize tiles
  Because sometimes the default size and position just aren’t good enough.

Related articles

• Customer Insights Dashboard reference