Overview
You can create customized dashboards using a drag-and-drop interface so the business metrics that are important to you are available to you in one view, in real-time.
Who uses this feature
Administrators, Owners, General Managers
Applies to all business types.
Feature configuration
Permission is required to use this feature. Please contact the account administrator on your team.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
For custom KPI, report, and visualization modules, see Create and edit custom dashboard modules.
To set the custom dashboard as your default dashboard, click Bookmark
next to the dashboard name.
Create a custom dashboard
You can create customized dashboards using a drag-and-drop interface so the business metrics that are important to you are available to you in one view, in real-time.
To create a custom dashboard:
In Enterprise Hub, click Rollup Dashboards in the main Enterprise Hub Modules screen.
The Dashboard page opens displaying the dashboard you have set to default.
Click the Dashboards dropdown, then click Create Dashboard.
On the Create Dashboard pop-up that opens, enter the Dashboard Name, then click Create.
The dashboard editor opens with a new section for you to edit:
To rename the section, next to the section name, click More
and select Edit Name.
To add a module:
Click Add Module.
On the Add Module screen that opens, from the Module Type dropdown, select Default modules.
Select a module and click Add.
To create a new dashboard section, click Add Section.
Tip: To delete a section, next to the section name, click More
and select Delete.
When finished, click Save.
You can customize or edit the dashboard once created. For more, see Edit and arrange a custom dashboard.
Want to learn more?
Visit ServiceTitan Academy to enroll in Modular Dashboard