Create Dashboard

Create new team or initiative dashboards, organize scattered charts, build executive reporting, or set up review cadence dashboards.

Instructions

Step 0: Discovery (if unfamiliar with the feature)

Before building, understand what you're tracking:

• Search for existing dashboards/charts related to the topic
• Inspect the connected catalog and use its taxonomy search/read capabilities to find relevant events and segmentation properties; never guess names or scopes
• Ask user for clarification on primary goals, key segments, or time horizons

Step 1: Define Dashboard Purpose

Clarify: