Published at: 2026-09-17
Dashboard quick start
This tutorial walks you through the shortest path to creating a dashboard: create a dashboard, select its type, add a chart, and save it.
Learning Objectives
After completing this tutorial, you can:
- Create a dashboard.
- Select the Personal or Enterprise type when creating it.
- Add charts to the dashboard.
- Save the dashboard.
Before You Begin
- Make sure you have permission to create dashboards.
- To create an Enterprise dashboard, you must be a CRM administrator or a reports administrator.
- Prepare a preset chart or custom chart for display.
Steps
1. Enter the Create Entry
Enter the create entry for dashboards, or create a dashboard from the reports create entry.
2. Select the Dashboard Type
Select the dashboard type that fits your scenario:
- Personal: Any regular employee or administrator can create it. By default, viewers see data according to their own data permission.
- Enterprise: Only CRM administrators or reports administrators can create it. Authorized personnel can view it but cannot edit it, and they see data according to the authorizer’s data permission.
3. Add a Chart
In the designer, add the chart component to the canvas, then select a preset chart or custom chart. A dashboard supports up to 20 charts.
4. Save the Dashboard
Click Save, enter the dashboard name, select a save path, and complete the permission settings for the selected type.
Expected Results
You have created and saved a dashboard with charts. A Personal dashboard can be viewed and operated by personnel according to their permissions; an Enterprise dashboard is created by administrators and authorized for viewing.
Next Steps
- Learn about the type and permission settings when creating a dashboard.
- Read the Dashboard Overview and Core Terms.
- After saving, find the dashboard in the Dashboard or Reports list.