To create a new Dashboard, click on 'New Dashboard +' at the top of the left sidebar.
Create a new dashboard all at once with AI assistance
Using the AI assistant, you can insert a text prompt like "Cash" or "I want my investor metrics". ScaleXP will then scour its list of pre-defined metrics and select relevant items to include in your dashboard. You can give additional text prompts or click "Create dashboard +" to proceed.
In the next step you can use the toggles to include or remove charts, you can apply brand colors and click and drag to rearrange the charts.
To modify the charts in the dashboard, add new ones, or explore other options, save the dashboard — you can then edit it at any time.
Build your own Dashboard, one chart at a time
If you wish to start from scratch and build your own dashboard, click Create a blank dashboard.
Then select Add a KPI or Add a Chart. New charts are added at the top of the page. You can then move charts to fit your desired layout.
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You can select from existing configurations or create your own from scratch.
Adjust to your desired layout. See more on this in How to create a new chart.
Remember to click Save changes.