> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Build dashboards from saved reports, tune the home overview, and embed dashboards in the portal in Introw.

**Open in Introw:** [Dashboards](https://app.introw.io/dashboards)

## How it works

Dashboards live under Track on the Dashboards page. A dashboard is a grid of saved reports you
arrange by drag and drop, with multiple dashboards available as tabs. Each dashboard has audience
filters and a date-range preset that apply across all its reports.

The home page is separate: it shows a program overview built from a pipeline you select and a
session date range, with widgets for new partners, portal visits, top assets, top revenue partners,
and highlights. Any dashboard can be embedded in a partner portal through the **Experience builder**.

## Prerequisites

* Saved reports to add to a dashboard.
* Reports write access.
* A connected CRM for revenue and pipeline widgets.

## Settings & configuration

Dashboards are managed at [Dashboards](https://app.introw.io/dashboards).

### Dashboard tabs

Create multiple dashboards as tabs to organize different views.

### Report grid

Drag saved reports onto the grid and arrange their size and position.

### Audience and dates

Set audience filters and a date-range preset that apply to the whole dashboard.

### Manage dashboards

Rename, duplicate, or delete dashboards from their tabs as your views evolve.

### Home pipeline

On the home page, choose the deal pipeline used for the program overview; the choice persists. The
date range is session-local.

### Portal embed

Use the **Experience builder**'s Dashboard embed to surface a dashboard to partners.

## Setup walkthrough

<Steps>
  <Step title="Open Dashboards">
    Go to [Dashboards](https://app.introw.io/dashboards) and create a dashboard.
  </Step>

  <Step title="Add reports">
    Drag saved reports onto the grid.
  </Step>

  <Step title="Set filters">
    Apply audience filters and a date range.
  </Step>

  <Step title="Tune the home overview">
    On the home page, pick the pipeline for your program overview.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Build a dashboard" icon="book-open" href="/features/reporting/dashboards/guides/build-a-dashboard">
    Assemble saved reports into a single dashboard: create it, add and arrange reports on the grid, and scope it with audience filters and a date range.
  </Card>

  <Card title="Embed a dashboard in the portal" icon="book-open" href="/features/reporting/dashboards/guides/embed-a-dashboard-in-the-portal">
    Show a dashboard to partners.
  </Card>

  <Card title="Set a custom fiscal year" icon="book-open" href="/features/reporting/dashboards/guides/set-a-custom-fiscal-year">
    Define your fiscal year start date so Introw dashboards, analytics, and time ranges align with your internal reporting periods.
  </Card>

  <Card title="Set the home pipeline and date range" icon="book-open" href="/features/reporting/dashboards/guides/set-the-home-pipeline-and-date-range">
    Tune your program overview.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  A dashboard is built from saved reports, so create the reports first. The home page program overview is not the same as a custom dashboard; it has its own pipeline and date settings. A dashboard embedded in a portal respects partner access, so partners only see data scoped to them.
</Warning>

## Troubleshooting

* **A report will not add** - confirm the report is saved and you have access to it.
* **The home overview is empty** - select a pipeline and confirm the CRM is connected.
* **A partner sees nothing in an embed** - the dashboard's data is scoped away by partner access.