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Access: Hub plan, administrator or manager role.
A dashboard you’ve built doesn’t survive closing the page until it’s saved.

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Save a dashboard

1

Click Save

The button is at the top right of the built dashboard.
2

Name the dashboard

The Save dashboard window suggests a name, which you can rewrite.
3

Choose its visibility

The Share with your team switch is described under its label: “Visible to your organization’s admins and managers.” Left off, the dashboard stays private.
4

Confirm

Click Save. The dashboard then opens on its own page.

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Share a dashboard with your team

You can change visibility at any time. On the dashboard’s page, open the actions menu (the … button, at the top right) and choose Share with your team or Make private. The same toggle exists in the menu of each row in your list of dashboards. A shared dashboard carries the Shared badge. When a colleague opens it, it shows Shared by followed by your name.
“Your team” here means your organization’s administrators and managers, the only people with access to Analytics. A member doesn’t see your dashboards, shared or not.
A colleague who opens your shared dashboard can read it and duplicate it, but not edit it. If they start from your dashboard to build another one, saving creates their own copy. Your original isn’t touched. A filtered dashboard link can be shared as is. The applied filters are written into the page address, and whoever opens the link sees the same view.

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Pin a dashboard and set a default

These are two separate settings, reserved for the dashboard’s owner.
  • Pin moves the dashboard to the top of the list. In the list, the pin icon to the left of the name toggles pinning with one click. On a dashboard’s page, the actions menu shows Pin or Unpin.
  • Set as default picks the dashboard that the sidebar’s Analytics entry takes you to. The dashboard then carries the Default badge. Remove as default cancels that choice, and the Analytics entry takes you back to the list.
A colleague reading a shared dashboard can’t change either one.

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Find your dashboards

The sidebar’s Analytics entry takes you to your default dashboard, or to the list if you haven’t set one. The chevron to the right of the entry expands a panel listing the dashboards you have access to. Its All dashboards shortcut opens the Analytics page, where the full list appears. The page’s table has three columns: Name, Created by, and Last opened. The toolbar offers a Search field and a sort, Recent or Alphabetical. Pinned dashboards, then the default dashboard, stay at the top whatever the sort.

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Rename, duplicate, delete

The actions menu at the top of a dashboard’s page gathers these actions. The one at the end of each row in the list only offers some of them: Rename, Duplicate, Set as default, Share with your team, and Delete.
  • Rename opens a Rename dashboard window.
  • Duplicate creates a private copy that you own, named after the original followed by “(copy)”. It’s what to do on a dashboard a colleague shared before reworking it.
  • Arrange blocks opens direct editing: drag a block by its handle, set its size to Small, Medium, or Full width, rename it, or delete it. Nothing is saved until Done. Cancel discards the changes.
  • Change blocks (via chat) reopens the dashboard in the studio, where a new request in plain language rebuilds it.
  • Delete asks for confirmation: “This can’t be undone.”
Deleting a dashboard is permanent. A shared dashboard also disappears for your colleagues.

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Good to know

  • Only a dashboard’s owner can rename it, pin it, set it as default, change its visibility, or delete it. Others can read it, ask a question about it, and duplicate it.
  • A dashboard saves a layout, not figures. The data is recalculated each time it opens.
  • Targets set on blocks are part of the dashboard. They carry over to the copy when you duplicate it.
  • Applied filters aren’t saved in the dashboard. They live in the page address, which makes them shareable but not persistent.

Build a dashboard

Build a dashboard, set a target, and ask for an analysis.

Roles and access

Who sees what in your organization.