Manage Customer Insights Dashboards
Manage Customer Insights Dashboards. Dashboards are your primary tool for displaying (and interacting with) data.
Manage Dashboards in Customer Insights
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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.
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Updated almost 2 years ago