How to Set Your Default Dashboard

Learn how to set your default dashboard to ensure your team starts the day with the most important information at their fingertips. This guide will walk you through the process, making it easy to share key insights effortlessly. With your default dashboard set up, everyone will have easy access to the crucial data they need to stay informed and productive.

Default Dashboards

Setting up default dashboards allows you to customize the dashboard experience to suit your team’s specific requirements. This means that essential insights and metrics are immediately visible to your team members when they log into their accounts. This will ensure quick and easy access to critical information at a glance.

Navigate to the Dashboard

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 have selected confirm for your default dashboard change, this will be the main dashboard you and your team will 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 not only boosts productivity but also ensures everyone stays up to date with the latest data and insights. If you’d like to learn more about creating and customizing dashboards, take a look at our other articles in this section!

Helpful Notes

— Permission Requirement: For a specific dashboard to be set as the default, all roles must have permission to view the dashboard.

— Deletion Restriction: You will not be able to delete the dashboard set as your default until another dashboard has been made your default dashboard.