Dashboards overview

Our dashboards are composed of fully customizable widgets

Orel Gilad avatar
Written by Orel Gilad
Updated over a week ago

When you open Paragone, you will automatically land on our Reporting section

Creating a new dashboard is incredibly easy: simply click on the "+" button next to the last tab opened in your Paragone Reporting view:

The next step is to click on the button "+ Create new dashboard ". If you have closed a dashboard you'll find it in the drop-down list and the dashboard will be loaded once you click on its name.

Clicking on "+ Create new dashboard" will let you either build the dashboard from scratch and add your widgets accordingly or use one of the 8 templates  You'll just need to name your dashboard and give it an icon!

Now that you're on a fresh dashboard, you'll have to use the bar at the top of the screen to interact:

Let's look into what you can do with all of this! 

Creating your widget: 

Clicking on "New widget" is going to open up a lot of options, if you want to look into it, you can read up here

Editing your dashboard

Feel free to change the name and Icon of your dashboard to make sure it's the quickest and clearest for you!

Duplicating your dashboard

Clicking this will copy your dashboard and add it in a new tab. 

Exporting your dashboard

Similarly to the widget actions, you can also export your whole dashboard to an Excel. Each widget's data will be stored in a textbook inside of a single Excel file! Quick and simple, a must for your reporting needs! 

Sharing your dashboard

  • Share publicly, which will create a link that anyone can access, without having an account in Paragone

  • Share with your team will allow you to share a template of your current dashboard to a person within your company

You can find more details here.


Finally, you can delete your dashboard. Be careful, you won't be able to retrieve it after that! 

To the very right of your bar, you'll see a Filter option:

You can add multiple filters to clean up your data, in order to end up with the necessary information only. Beware as there are two levels of filters: the dashboard one, and the widget one. Having a dashboard filter will affect ALL widgets. If you're adding a filter to your widgets while a dashboard filter is active, you'll get a reminder. 

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