How to customize default PBN Dashboards?

Created by Emily McClendon, Modified on Wed, 31 Jan at 11:12 AM by Kailey Lacy

How can I get to the KPIs I want to see first? 

What you can do now is take the Default PBN Dashboards, and make and edit your own copy. For example, in the Home Dashboard, if you don’t want the Projection panel on there, you can do this:

Go the this icon on the upper right.  From the drop-down menu select Duplicate. A window will open to confirm that selection. This new dashboard will now show up on the upper right above the default dashboards. Click the edit icon and then you can rename it and add additional sections( Groups) of whatever KPIs you would like.  

 

You will see that the panels have an icon to remove them from this dashboard. You can also move the panels from one divided section to another. You can add another section (Group) and name it. Just like previously adding a panel to a custom dashboard,  you can add a KPI to this dashboard and move the panel to any Group you desire. 

The upper right settings menu will have an option to make this dashboard you have made the default opening page when you log in. 

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