Purpose

This article walks through building a new dashboard end-to-end — choosing a starting point, landing in the builder, naming it and setting up tabs, adding widgets from the library, organizing them into sections, and saving it so it appears on Insights. It doesn't cover dashboard-level filters or custom widget/dataset creation — those are separate articles.

Audience

• BI Analyst — primary builder, populates dashboards with widgets from the library.
  
• Admin — needs admin privileges to create custom dashboards.
  
• TA Leader — may build lightweight dashboards for their own team.

The following video provides a walkthrough.

Configuration

1. Choose a starting point

1. Click Create new dashboard. The Select a template modal opens, where you choose how to start: from a blank canvas, or from a pre-configured template that ships with the product.

2.Choose Create from scratch — a blank dashboard with no pre-loaded widgets, for use when the dashboard you want doesn't resemble any existing template — or a pre-configured template, which comes seeded with widgets, sections, and filters for common use cases, and cloning it creates a new editable dashboard.

3.If using a template, filter by category — Talent Acquisition templates include the TA Leaders Dashboard, Recruitment Effectiveness Dashboard, AI Interviewer Dashboard, TA Features & Outcomes Dashboard, and Source Analytics Dashboard.
4.Click the template (or Create from scratch) to proceed. Note: selecting a template does not link the new dashboard back to the source — future changes to the template won't propagate, since the clone is independent.

2. Land in the Dashboard Builder

1. Once a starting point is chosen and Create is clicked, the Dashboard Builder opens as the primary authoring surface.
   
2. The header shows a breadcrumb (Analytics / Dashboard builder), the page title, and a short helper description.
   
3. The left panel is the widget library — a searchable, draggable list of widgets available to your tenant, with each entry showing an icon indicating its type (number, pie chart, line trend, table).
   
4. The right panel is the canvas, where the dashboard takes shape — holding the name, description, tabs, sections, widgets, and dashboard-level filters.
   
5. The bottom action bar has Cancel and Save — Save is disabled until the dashboard has a name, a section name, and at least one widget.
   
6. Note: the empty placeholders shown on the canvas are visual guides only — they aren't saved with the dashboard and disappear once widgets are dragged into place.

3. Name the dashboard and set up tabs

1. Click the "Untitled" text at the top of the canvas to name the dashboard, and click "Enter description" below it to add a description — both are required for save and surface in the dashboard cards on the Insights landing page.
   
2. Every dashboard has at least one tab by default (named "Tab 1"), and tabs let you split the dashboard into logically distinct views.
   
3. Click the + button to the right of existing tabs to add one; use a tab's kebab menu to rename or delete it.
   
4. Each tab has its own sections, widgets, and section structure, while dashboard-level filters (date range, edit filters) apply across all tabs.

4. Add widgets from the library

1. Type a keyword (e.g. "hires", "offer", "applications") into the search bar — the list filters in real time, and widget type is shown via a leading icon ("123" for numbers, pie/donut for distributions, a line for trends, a table icon for tabular widgets).
   
2. Click and hold the drag handle (the dots icon to the left of the widget name) and drag it onto the canvas — drop targets highlight to indicate valid placement positions within a section.
   
3. Once dropped, the widget renders live with current dashboard filters applied, and a "1 filter applied" indicator appears at the bottom of any widget that respects dashboard filters. A date filter is applied by default.

4.To resize: hover the cursor over a widget's edge until a directional arrow appears, then click and drag — the widget snaps to valid column widths, and other widgets in the section reflow automatically.
5.To rearrange: click and hold inside the widget's header area (away from the close × icon) and drag it to a new position — widgets can move within or across sections, but cannot be dragged across tabs; to move one to another tab, recreate it there.

5. Organize with sections

1. Scroll to the bottom of the current tab, where a dashed "+ Add section" button appears below the last widget row.
   
2. Click it to open the Add new section modal.
   
3. Enter a section name, which becomes the section header on the dashboard, and click Save.
   
4. The new section appears below the previous one and can be populated by dragging widgets into it.
   
5. To rename, click the section header text to edit it inline. To delete, use the trash icon shown when the section header is selected — this removes all widgets in the section and cannot be undone after save.

6. Save

1. Click Save. Pre-save validation requires the dashboard to have a name (the "Untitled" placeholder replaced), a name unique within the tenant, and at least one widget on at least one tab — Save stays disabled until all three are met.
   
2. The Select Dashboard Category modal opens — the category determines where the dashboard surfaces on Insights and which sidebar group it sits under. A category is required; Proceed stays disabled until one is chosen.
   
3. Choose from: Talent Acquisition (recruiting funnel metrics, hire outcomes, recruiter performance, sourcing analytics), Career Site (traffic, application volume by source, conversion to apply, candidate experience), Talent Management (internal mobility, employee skills, talent reviews, succession analytics), or Custom Dashboards (for anything that doesn't fit the standard categories, appearing in its own section on Insights).

4.Click Proceed. A success toast appears, and a "Share with user groups and emails" modal opens automatically.
5.Search for users/groups and click Share to grant access, or click Cancel — the dashboard stays saved and visible to the author either way, and sharing can be done later from the kebab menu.

7. Find it on Insights

1. Once saved, the dashboard becomes part of the Insights landing page, shown as a card grouped by category, with each card showing the dashboard name, category tag, and description.
   
2. Click the card or the dashboard name in the sidebar to Open it.
   
3. Use the kebab menu to Edit — this re-opens the dashboard in the builder — or Delete — this permanently removes the dashboard and all widgets, and cannot be undone.