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Dashboards Overview

D Clay Smith avatar
Written by D Clay Smith
Updated over 3 years ago

How to Create a new Dashboard

1. from the dashboard tab, click on the + icon in the top right corner. In the pop-up dialogue box, give your Dashboard a name and choose whether you want to share this Dashboard with your team or make it private to you.

2. When Pinning and attribute or Statistic from a Segment, you can choose to create a new Dashboard.

3. When Pinning and attribute or Statistic from an Account record, you can choose to create a new Dashboard.

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