Overview
This guide walks through creating a custom dashboard in Quivly, from choosing a template to adding widgets and configuring filters.Creating a New Dashboard
1
Navigate to Dashboards
Click Dashboards in the left sidebar to view your existing dashboards
2
Click Create Dashboard
Click the + New Dashboard button in the top right
3
Choose a Starting Point
Select one of:
- Blank dashboard - Start from scratch
- Template - Start with a pre-built layout
- Duplicate existing - Copy an existing dashboard
4
Name Your Dashboard
Give your dashboard a descriptive name (e.g., “Q1 Renewal Pipeline”, “My Portfolio Health”)
Adding Widgets
Adding a Widget
1
Enter Edit Mode
Click Edit on your dashboard to enable editing
2
Click Add Widget
Click + Add Widget to open the widget selector
3
Choose Widget Type
Select from:
- Metric - Single number display
- Chart - Visual data representation
- List - Filtered customer list
- Table - Detailed data table
4
Configure the Widget
Set up the widget’s data source, filters, and display options
5
Position the Widget
Drag the widget to your desired location on the dashboard
Widget Configuration
Each widget type has specific configuration options:- Metric Widget
- Chart Widget
- List Widget
- Table Widget
Data options:
- Metric to display (customer count, average health, revenue, etc.)
- Aggregation method (sum, average, count)
- Filter criteria
- Show trend indicator (up/down arrow)
- Comparison period (vs last period)
- Color thresholds (green/yellow/red)
Common Widget Examples
At-Risk Customers List
A list widget showing customers needing attention: Configuration:- Filter: Health score < 50
- Sort: Health score ascending (lowest first)
- Columns: Customer name, Health score, Days to renewal, CSM
- Max items: 10
Health Distribution Chart
A pie chart showing customer health breakdown: Configuration:- Chart type: Pie
- Grouping: Health tier (Healthy, Medium, High Risk, Critical)
- Metric: Customer count
Revenue at Risk Metric
A single number showing revenue from at-risk accounts: Configuration:- Metric: Sum of MRR
- Filter: Health score < 60
- Show trend: Yes (vs last month)
- Color: Red if increasing
Dashboard Filters
Adding Global Filters
Global filters apply to all widgets on the dashboard:1
Open Filter Panel
Click the Filters button in the dashboard header
2
Add Filter
Click + Add Filter and choose a field:
- Health score range
- Customer segment
- CSM assignment
- Renewal date range
- Industry
- Company size
3
Set Filter Value
Choose the filter criteria (e.g., Health < 60, Renewal in next 90 days)
Date Range Selector
Every dashboard includes a date range selector that controls time-based data:- Last 7 days
- Last 30 days
- Last 90 days
- This quarter
- This year
- Custom range
Organizing Your Dashboard
Resizing Widgets
Drag widget corners to resize. Widgets snap to a grid for alignment.Rearranging Widgets
Drag widgets by their header to move them. Other widgets will automatically reflow.Widget Sections
Group related widgets using section headers:- Click + Add Section
- Name the section (e.g., “Health Overview”, “Renewal Pipeline”)
- Drag widgets into the section
Saving and Sharing
Save Your Dashboard
Click Save to save your changes. Dashboards auto-save periodically during editing.Sharing Options
- Private
- Team
- Organization
Only you can see this dashboard. Default for new dashboards.
Setting Permissions
For shared dashboards, set who can edit:- View only - Can see the dashboard but not modify
- Can edit - Can modify widgets and filters
- Admin - Can edit, share, and delete
Dashboard Templates
Save your dashboard as a template for others to reuse:- Open your dashboard
- Click … menu → Save as Template
- Name your template
- Set visibility (personal or organization)
Best Practices
Start with a clear purpose
Start with a clear purpose
Define what question your dashboard answers before adding widgets. A focused dashboard is more useful than one that tries to show everything.
Limit widgets per dashboard
Limit widgets per dashboard
Aim for 6-10 widgets maximum. Too many widgets make dashboards slow and hard to scan. Create multiple focused dashboards instead.
Put key metrics at the top
Put key metrics at the top
Position your most important metrics and charts at the top where they’re immediately visible.
Use consistent date ranges
Use consistent date ranges
Keep date ranges consistent across widgets for accurate comparisons. Use global filters when possible.
Name widgets clearly
Name widgets clearly
Use descriptive titles so anyone can understand what a widget shows at a glance.