In this episode, Sasa walks through how to build and customise dashboards in the Zoined platform.

You’ll learn how to:

• Duplicate and customise existing dashboards

• Implement heatmaps

• Use dual-axis charts for deeper insights

Create a new dashboard by selecting New Dashboard from the + menu. Enter a title, choose the dashboard visibility (User, Team, Company, or Partner).

Before adding any visualizations, configure the dashboard's global filters.

These filters define the default settings that apply to every component added to the dashboard, including:

Using global filters keeps all dashboard components synchronized by default.

Click Add Component (+) to build your dashboard.

You can either:

Each component behaves similarly to creating a report.

Each dashboard component has its own configuration.

Choose:

Unlike the dashboard's global filters, component filters only affect the selected visualization.

This allows different components on the same dashboard to display different subsets of data while the rest of the dashboard continues using the global filters.

For example:

Both components still use the dashboard's Year-to-Date period but display different suppliers.

Note that when you configure the component filters, the Restore defaults button will be visible, when you click that button, it will reset to the global filter that you configure for the dashboard.

Dashboard components can be displayed in different widths depending on how much space they need:

Choosing the appropriate width helps create a balanced dashboard and makes the most important visualizations stand out while fitting more insights onto a single screen.

Continue adding more components until your dashboard contains all the information you need.

To save time, you can duplicate existing components and simply change their filters or metrics instead of recreating them.

This is especially useful when comparing:

When you're satisfied with the layout, click Save.

Your dashboard will be available according to its selected visibility:

Open your dashboard from the left navigation menu.

From the dashboard toolbar you can:

Duplicating is an easy way to create similar dashboards for different users, stores, or business areas.

You can also edit global filter by clicking Filters button, and also edit each components by clicking the edit button located on the upper right.