Exploring Platform Analytics dashboards

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Use Platform Analytics dashboards to access, organize, and share data in a visual format.

    Finding dashboards

    You can find the dashboards by opening the All tab to access Unified Navigation and entering Dashboard in the search bar. For more information, see Dashboards in the library.

    Dashboard components

    When the dashboard is being viewed, rather than edited, it has the following components.Section of a dashboard with each of its components numbered. The explanation of each number is in the list that follows.

    1. Dashboard title
    2. Refresh information

      Indicates how long ago the dashboard was refreshed. Admins can configure refresh intervals. For more information, see Configure Platform Analytics dashboard settings.

    3. Certification badge

      Certification indicates that the dashboard is company-approved and recommended for use.

    4. Category badge

      Categories are terms or phrases describing one ore more dashboards provided by its creator or the analytics_categories_admin.

    5. Refresh button

      Select to refresh all of the visualizations on the dashboard.

    6. Details button

      Select to show ownership and sharing information about the dashboard. To learn more, see Configure Platform Analytics dashboard details.

    7. Insights button

      Shows configured insights cards. For more information, see Proactive analytics insights on dashboards.

    8. Edit button

      Enables users who own or who have been given edit rights to edit the content on the dashboard.

    9. More actions button

      Opens menu to create a dashboard, duplicate, share, and print the dashboard, clear the filters, as well as bookmark, and delete the dashboard.

    10. Top stage

      Elements in this section are visible no matter which tab has focus. Filters in this section apply to visualizations on all of the tabs.

    11. Tabs

      Tabs help you to manage information on your dashboard and keep related information in the same place.