How to Add Dashboards to Unleashed X

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By Brynna Spencer

Unleashed X is a powerful tool that allows you to manage your business operations efficiently. One of the key features of Unleashed X is the ability to create and customize dashboards to suit your specific needs. In this blog post, we will guide you through the process of adding dashboards to Unleashed X.

Step 1: Accessing the Dashboard Builder

To begin, log in to your Unleashed X account and navigate to the Dashboard section. Here, you will find the Dashboard Builder, which is the tool used to create and manage your dashboards.

Step 2: Creating a New Dashboard

Click on the ‘Create New Dashboard’ button to start building your dashboard. Give your dashboard a name and select the desired layout. Unleashed X offers various layout options, including grid, column, and row layouts.

Step 3: Adding Widgets to Your Dashboard

Once you have created your dashboard, it’s time to add widgets to it. Widgets are components that display specific information or data. To add a widget, click on the ‘Add Widget’ button and choose from the available options.

Unleashed X provides a wide range of widgets, such as charts, graphs, tables, and text boxes. You can select the widget that best suits your needs and configure it accordingly. For example, if you want to display sales data, you can choose a ‘Sales Chart’ widget and customize it to show the desired metrics.

Step 4: Customizing Widgets

After adding a widget to your dashboard, you can customize its appearance and behavior. Each widget comes with a set of options that allow you to modify its size, color, data source, and more. Experiment with different settings to find the perfect configuration for your dashboard.

Step 5: Organizing Your Dashboard

Once you have added and customized all the necessary widgets, it’s time to organize your dashboard. You can rearrange the widgets by dragging and dropping them to the desired positions. This way, you can create a layout that is visually appealing and easy to navigate.

Step 6: Sharing Your Dashboard

Once you are satisfied with your dashboard, you can share it with others. Unleashed X allows you to generate a shareable link or embed the dashboard on your website or intranet. This way, you can provide access to the dashboard to your team members, clients, or stakeholders.

Conclusion

Adding dashboards to Unleashed X is a straightforward process that allows you to visualize and analyze your business data effectively. By following the steps outlined in this blog post, you can create customized dashboards that provide valuable insights and help you make informed decisions.