--- title: "Dashboards" description: "Open the built-in dashboards and build your own from library tiles, saved reports and notes." url: "https://docs.poltura.com/en/analytics/dashboards/" lang: en alternates: en: "https://docs.poltura.com/en/analytics/dashboards/" hu: "https://docs.poltura.com/hu/analytics/dashboards/" --- # Dashboards Open the built-in dashboards and build your own from library tiles, saved reports and notes. - Where: Analytics → Dashboards A dashboard is a page of tiles: key figures, charts, tables and notes for one area of your store. Poltura comes with six built-in dashboards. You can build your own from the same tiles. ![The Dashboards list with the built-in dashboards, their default date range, owner and number of tiles](https://docs.poltura.com/screenshots/en/analytics/dashboards.webp) _Overview is the dashboard that opens first._ ## The built-in dashboards - **Overview**: your store at a glance: sales, traffic, customers and stock. - **Sales**: revenue, orders and what sells. - **Marketing**: where visitors come from and which channels sell. - **Customers**: new and returning customers, retention and value. - **Inventory**: stock levels, sell-through and stock-outs. - **Retail**: point-of-sale sales by location. They are marked **Built-in** and cannot be changed. To change one, duplicate it first, on the Pro plan. ## Open a dashboard 1. Under **Analytics** in the sidebar, choose **Dashboards**. 2. Click a dashboard's name. The list also shows its number of tiles, its default range, its owner (**Poltura**, **Your team** or **Me**) and when it was last updated. 3. Choose the date range and a comparison on top. Tiles marked **Own range** keep their own date range. ## Create a dashboard Building your own dashboards is part of the Pro plan, see [Plans](https://docs.poltura.com/en/analytics/dashboards/#plans). 1. On the **Dashboards** page, click **New dashboard**. A dashboard named "Untitled dashboard" opens in edit mode. 2. Type a name in **Dashboard name**. 3. Click **Add tile**. The tile library opens. 4. Pick tiles from the library. Browse by category, type in **Search tiles**, or choose **Saved reports** for your own reports and **Note** for a text tile. **Preview** shows a tile with your own data. 5. Choose a **Chart type** if you want another picture of the same numbers, then the **Size**, and click **Add**. Only charts that fit the tile's data are listed. 6. Click **Save**. The message "Dashboard saved" confirms it. To start from a built-in dashboard instead, open it and click **Duplicate to customize**. ## Arrange tiles and sections Open your dashboard and click **Edit**. - **Move a tile**: drag it by its handle. With the keyboard, pick the tile up, move it with the arrow keys, drop it with `Space` and cancel with `Escape`. - **Change a tile's chart**: open **Chart type** on the tile and pick another one, such as **Dot matrix**, **Waterfall**, **Movers** or **Bubble map**. The list only shows charts that fit the tile's data, with the suggested one marked. - **Resize a tile**: drag the handle on its right edge. The dashboard has 12 columns and the tile snaps to them as you drag. In a full row, the tile beside it gets narrower or wider to keep the row level. You can also pick a column count under **Size** on the tile, or focus the handle and use the left and right arrow keys. Each chart has a smallest width it can use. Press `Escape` to cancel a drag. - **Change a tile's tabs**: tiles like **Metric tabs** hold several charts behind a switch. Open **Tabs** on the tile to add or remove them, from two to six. - **Rename, duplicate or remove a tile**: use the tile's menu. After **Remove**, **Undo** brings the tile back. - **Give a tile its own date range**: in the tile's menu choose **Date range**. **Dashboard range** makes it follow the dashboard again. - **Add a section**: click **Add section**, type a title, and move tiles into it. Sections can be moved up and down, and removed. - **Set the default range**: choose **Default range** for the range the dashboard opens with. **Undo** and **Redo** step through your changes. Nothing is stored until you click **Save**. **Discard** takes the dashboard back to how it was when you last saved it. ## Rename, duplicate, delete or set as Overview 1. Open the menu of the dashboard, on the list or on the dashboard itself. 2. Choose **Rename**, **Duplicate**, **Set as Overview** or **Delete**. 3. For **Delete**, confirm with **Delete dashboard**. **Set as Overview** makes the dashboard the one that opens on the **Overview** for you. The dashboard then shows **Shown on Overview**. > **Warning** > > A deleted dashboard cannot be brought back. Tiles you saved as reports are kept in the report library. ## Good to know - A store can have up to 25 dashboards, and a dashboard up to 40 tiles. - You can add a tile from other places too: **Add to dashboard** on a [report](https://docs.poltura.com/en/analytics/reports/) and in [Explore](https://docs.poltura.com/en/analytics/explore/). - An **Insights** tile shows the notable changes found by the nightly analysis, see [Analytics](https://docs.poltura.com/en/analytics/). - A tile that needs something your store does not have says what it needs, for example storefront tracking, a point-of-sale channel or inventory tracking. - **Reset to default** in edit mode replaces your tiles and sections with the built-in layout. It is only stored when you click **Save**. ## Plans The built-in dashboards are on every plan. Creating, duplicating, editing and renaming dashboards are part of the Pro plan, together with [Explore](https://docs.poltura.com/en/analytics/explore/#plans). On other plans these buttons show which plan unlocks them. If you move from Pro to another plan, the dashboards you made stay. They keep showing your numbers, and you can still open them, set one as your Overview and delete them, but you cannot edit, rename or duplicate them until you are on Pro again. ## If something goes wrong - **"Someone else saved this dashboard while you were editing."** Click **Reload their version** and make your change again. - **"Couldn't save the dashboard. Your changes are still here."** Click **Save** again in a moment. - **"Overview shows this dashboard. Set another one as Overview before deleting it."** Choose **Set as Overview** on another dashboard first. - **"Custom dashboards are not available right now".** The built-in dashboards still work. Try again in a minute to see yours. - **"Dashboard not found".** It may have been deleted, or it belongs to someone else. - **"This dashboard already has 40 tiles."** Remove a tile or use another dashboard. ## Related - [Analytics](https://docs.poltura.com/en/analytics/) - [Reports](https://docs.poltura.com/en/analytics/reports/) - [Explore](https://docs.poltura.com/en/analytics/explore/) - [Live view](https://docs.poltura.com/en/analytics/live/) - [Home](https://docs.poltura.com/en/start/home/)