Dynamic Dashboards

What are Dynamic Dashboards?

Your Dashboards will be powered by the familiar Content Block Editor and the ever-adaptable dynamic options that it brings. This provides a super-flexible framework that can support a wide range of planned development that includes new blocks designed to enhance a variety of dynamic Dashboard functionalities.

You can keep Dashboard 1.0 active while you design and build in Dashboard 2.0, and then when you're ready, just click "Activate Dashboard 2.0". Yes, you can easily switch back to 1.0 if something doesn't go to plan.

You’ll have the ability to build & manage multiple Dashboard configurations - you can then assign specific Dashboards to specific users based on Role, Circle, Team, or even to a specific Contact or Staff member.

Click Explore Dashboard 2.0 to get started!


How do I customize my Dynamic Dashboard?

After clicking Explore Dashboard 2.0 you'll be met with an introduction to Dynamic Dashboards. At the bottom of this introduction, you'll see two options: Manage Dashboard 2.0 and Activate Dashboard 2.0. Since we're just getting started we'll click Manage Dashboard 2.0.

This will take you to the list of available Dashboards.

You can also get here by going to Content > Dashboards on the left-side menu.

Click + ADD NEW to create a new Dashboard. The first thing you'll notice under Dashboard Settings is that you need to add a Title for it.

Next, you will determine the priority for this dashboard. If you assign this Dashboard as the Highest Priority for a user this will be the default Dashboard that is displayed even if they have been assigned to other Dashboards due to Circle/Team/Role assignment. 

Next, you'll designate the Medium Priority users. This is assigned via Circles or Teams and will be displayed if the user is not directly assigned a Dashboard (High Priority).

Lastly, you can set the Lowest Priority Dashboard. This is role-based and will only show up if the user does not have a Medium or Highest Priority Dashboard assigned to them. Once you have made those selections click Save to set your Dashboard Settings.

You're now ready to design your Dashboard. 

Click the + in a circle to add a new Block. 

Once you have added your desired Blocks don't forget to save your work. You can find the Save button along with other options on the right side of the screen.

Preview: Select a Contact to view the Dashboard as they will see it.

Settings: Edit the Title and make changes to Priority levels.

Styling Options: Change the color and background or add in some Custom CSS to set your Dashboard apart.

Load Template: Select a Template that was previously saved to your account.

Save: Save your Dashboard.

Once your Dashboard is saved to the list you can make edits to it by clicking Options.

Edit: Make changes to your Dashboard.

View: See what your Dashboard looks like.

Settings: Update the Priority settings for your Dashboard.

Save as Template: Save this Dashboard as a Template to use later on.

Set Fallback: This will remove all direct assignments and set this Dashboard as a Fallback.

Duplicate: Make a copy of the Dashboard.

Delete: This action cannot be undone.


How do I Create a Dashboard Template?

Go to Content > Dashboards> Dashboard Templates > + ADD NEW to create a new Dashboard Template.

You can then create the Dashboard following the instructions earlier. Once you create and save your Template you can click Options to Edit it, Contribute it to the Template Library, Duplicate it, or Delete it.