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For partner ops who want a single, shareable view of program performance.
A dashboard turns a handful of related reports into one view your team returns to, instead of hunting through individual charts. Building one - and filling it with the right reports in a readable layout - gives everyone a shared, focused picture, like a partner-attached pipeline dashboard scoped to a tier and a quarter. This guide takes you from an empty dashboard to a populated, filtered view.

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What you’ll achieve

A saved dashboard that holds your chosen reports in the layout you arranged, scoped by audience filters and a date range, ready to share with your team or embed in a partner portal.

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Before you start

1

Save the reports first

A dashboard is built from saved reports, so create the reports you want to include before you start.
2

Confirm reports access

You need reports write access to create and edit dashboards.

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Watch it

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Steps

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Create the dashboard

1

Open Dashboards

Go to Dashboards. Each dashboard appears as its own tab, so you can keep several views side by side.
Open Dashboards
2

Add a dashboard and name it

Create a new dashboard tab and give it a clear name, for example “Partner pipeline”. The name labels the tab and identifies the dashboard when you embed it in a portal.
Add a dashboard and name it

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Add and arrange reports

1

Open the report sidebar

With the dashboard open, edit its layout. The sidebar lists your saved reports; search it to find the one you want.
Open the report sidebar
2

Add reports to the grid

Drag a saved report from the sidebar onto the grid. Repeat for each report you want on this dashboard. Only saved reports you have access to appear in the list.
Add reports to the grid
3

Arrange the layout

Resize and reposition each report on the grid so the most important charts read first. The grid keeps the arrangement you set.
Arrange the layout

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Scope and save

1

Set audience filters and a date range

Apply the dashboard-wide controls that flow into every report on it.
  • Audience filters - scope the whole dashboard to a set of partners (for example a tier or segment), so every report reflects the same audience.
  • Date range - choose a preset that frames the period all reports cover, so the dashboard tells one consistent time story.
2

Save the dashboard

Save the layout. The dashboard is now available as a tab and can be embedded in a partner portal.

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Verify it worked

The dashboard appears as a tab on Dashboards and shows your reports in the layout you arranged, with the audience filters and date range applied across every report.

Embed a dashboard in the portal

Share it with partners.

Build a report

Make more reports to add.

Implementation reference

Full configuration options.