Home Dashboard
The home dashboard can show a selected, ordered set of KPI cards. These are saved KPIs chosen for the homepage; they are separate from charts and summary cards inside an individual custom report.
Choose homepage KPIs
Section titled “Choose homepage KPIs”- Open Reports and choose Home Dashboard (or open the homepage dashboard editor from its settings link).
- Search the KPI library by name and select Add beside the KPIs you want. You can also add all of the current search results.
- Drag the selected cards into the order you want them displayed.
- Use the remove button on a card to take it off the homepage.
- Select Save. Return to the homepage to view the saved arrangement.
Removing a KPI from the homepage does not delete the KPI definition. To change its calculation, filter, goal, or history settings, open the KPI itself from the KPI library.
Permissions and visibility
Section titled “Permissions and visibility”The editor can retain and reorder existing homepage selections even when you cannot search for additional KPIs. Searching and adding KPI cards requires View Reports access. Your role and enabled features also determine which reports and KPI details you can open. Ask an administrator to review your access if the editor or a KPI is unavailable.
The dashboard displays the saved KPI cards in the chosen order. What a card means depends on its definition and period settings; check its description and goal rather than comparing values from KPIs with different date windows.