---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a dashboard

# Create a dashboard {#ariaid-title1}

* Release version: Zurich
* 
* Updated August 11, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of
widgets as needed.

## Before you begin

Role required: sn_align_core.apw_user

## About this task

Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspaceDashboards.  
   By default, the Execution Dashboard appears on the Dashboards page.
2. From the dashboard header, select the More actions icon (![More actions icon in the portfolio plan header.]()) and then select Create new.
3. On the New dashboard window, fill the details.
   1. Enter a name for the dashboard in the Name field.
   2. **Optional:** Enter a brief description for the dashboard in the Description field.
   3. Select Create new dashboard.
   {#create-dashboard-spw__substeps_nmd_ljr_bfc}

## Result

The dashboard has been created.

## What to do next

Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see [Edit a dashboard](https://www.servicenow.com/docs/qTkzMJZLbpLZFZKpQMM22w "Customize or edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.").
**Related tasks**   

* [View a dashboard](https://www.servicenow.com/docs/fLufiFBQm3uGCWQXvV1v0w "View key data and metrics on a dashboard to monitor performance, track progress, and make informed decisions related to ideas, feedback, strategy, planning, and execution.")
* [Duplicate a dashboard](https://www.servicenow.com/docs/F5l_q_pPTuDIAqGUcCUG8A "If the dashboard you want to create is similar to an existing one, duplicating the existing dashboard saves your time. After duplicating the dashboard, you can customize the tabs and widgets as required.")
* [Share a dashboard](https://www.servicenow.com/docs/1Pp9nklrHtMOC1NlDMgtfw "Share a dashboard with stakeholders, planning managers, portfolio managers, or product managers to provide visibility into work progress and foster collaboration. You can grant either view-only rights or both view and edit rights to a shared dashboard.")
* [Add a Platform Analytics dashboard](https://www.servicenow.com/docs/srqJTA7fU5l5aJEOuuWdAg "If you have existing dashboards created using Platform Analytics, you can add them to the Strategic Planning Workspace to access them directly from a single location.")

*[\>]: and then