Getting started with Dashboards

Learn the basics of creating and utilizing effective dashboards within ScaleXP

Written By ScaleXP Customer Success (Super Administrator)

Updated at July 18th, 2025

 

To view, create and edit graphs and charts, go to Dashboards (top tab). Graphs created on this page are all available for use in Presentations as well.

A number of dashboards are already set up for you. In the sidebar on the left,  just select the set of graphs you wish to view.   

You can change the currency and month being used in your dashboards via the dropdown menus on the top right.

To add, move or change the graphs in your dashboard, see I want to add, move, delete or resize a graph in a Dashboard 

To change date ranges, add, delete or change a data series, rename, reconfigure and otherwise customise your charts, see How to customize a chart 

To add a new dashboard, see How do I create a new Dashboard 

To download a chart or graph, see How do I download a chart or graph? 

To copy a chart, see How to copy a chart 

Note: Any element of the graph can be hidden by clicking the element to be removed within the legend.

Dashboards are shared between all users in a company, so any changes and improvements that you make to a Dashboard will be visible to everyone in the company, creating a natural platform to share information and collaborate with your colleagues.