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Creating a Custom Team Analytics Dashboard

This process walks you through creating a tailored team analytics dashboard, adding key performance and workforce widgets, and arranging them for clear, visual insights into your team’s activity and structure.

Step 1: Create a New Dashboard

1. Navigate to the Analytics area of your platform. 2. Go to the Dashboards section. 3. Click Create New Dashboard (or similar option). 4. Enter “My Team Dashboard” as the dashboard name. 5. Click Create to initialize the new dashboard.

Step 2: Add and Configure the Active Cycles Widget

1. In your new dashboard, click Add Widget. 2. Use the filters or navigation to locate team-related performance cycles. 3. Select the “Active Cycles” widget to add it to your dashboard. 4. Once added, drag its edges or corners to resize the widget so it fits your desired layout.

Step 3: Add the Average Completion Widget

1. Click Add Widget again on the dashboard. 2. Navigate to the team performance section. 3. Select the “Average Completion” widget. 4. Adjust the size and position of the Average Completion widget so it sits neatly alongside the Active Cycles widget.

Step 4: Add Workforce Distribution Widgets

1. Open the widget menu again and filter for team workforce analytics. 2. Add the “Employees by Gender” chart to the dashboard. 3. Locate and select the “Employees by Department” widget. 4. Place the Employees by Department widget on the dashboard in a position that clearly complements the other workforce charts.

Step 5: Add and Arrange the Employees by Location Map

1. From the workforce section of the widget menu, select the “Employees by Location” map widget. 2. Add it to the dashboard. 3. Resize and expand the Employees by Location map so it spans the full width of the bottom row, providing a clear geographic overview of your team.