# Dashboards

> Dashboards show the state of your work at a glance with charts, KPIs and short lists. Learn how to create a dashboard and arrange its widgets.

A dashboard is a grid of widgets that answers questions about your work: how many, how much, and which ones. It might show open jobs, revenue by month, and the next ten deliveries.

People do their work in [views](/docs/views). They look at a dashboard to see where things stand. A dashboard does not store records of its own.

> **Note:** Dashboard widgets are available on the Pro plan and above.

## Create a dashboard

1. In the sidebar, hover over the section or folder where the dashboard should go and choose **+**.
2. Choose **New dashboard**. A dashboard called "Dashboard" is created and opens.
3. To rename it, open its menu in the sidebar and choose **Rename**.
4. Choose **Add Widget** to add your first widget.

## Add a widget

1. On the dashboard, choose **Add Widget**.
2. Enter a widget title, for example `Open jobs`.
3. Under **Widget Type**, choose **Chart**, **KPI** or **Table**.
4. Under **Data Source**, select the view the widget reads from. You can pick from views in **This folder** or **All views**.
5. Configure the widget. The **Live Preview** shows the result as you go.
6. Choose **Create**.

See [Widgets](/docs/widgets) for what each type can show.

## Arrange the layout

The grid is 12 columns wide. Each widget can be 1 to 12 columns wide and 1 to 12 rows tall. A dashboard can hold up to 50 widgets.

1. Choose **Edit Layout**.
2. Drag widgets by their handle to move them, and drag their edges to resize them.
3. Choose **Save Layout**, or **Cancel** to discard your changes.

## Edit or remove a widget

Open the widget's menu and choose **Edit** to change its settings, or **Delete** to remove it from the dashboard.

## Who sees what

A dashboard has its own access rules, like a view. It can inherit the rules of its folder, or use custom rules of its own. See [Access](/docs/access).

Every widget reads through a view. That view's [access filter](/docs/base-views) and access rules still apply, so a widget never counts or shows rows the person could not see in the view itself.

> **Tip:** To show "my branch only" numbers, point the widget at a view whose access filter already limits rows to the person's branch. Then everyone can share one dashboard and still see only their own numbers.

## Dashboards on a record page

A dashboard can also appear as a panel on a [record page](/docs/views/record-page), so people see related numbers while they work on a record.

Widgets keep reading their own views. They do not automatically filter to the open record, unless the view they read is already scoped that way.

## Plan a dashboard

For each dashboard, decide:

- who it is for, and which folder it lives in,
- which questions it should answer,
- which view each widget reads.

Every widget needs a view to read from, so create the views and their access filters first.

## Related

  - [Widgets](/docs/widgets): Chart, KPI and Table widgets explained.
  - [Views](/docs/views): The views your widgets read from.
  - [Access filters](/docs/base-views): Limit the rows each person counts.
  - [Folders](/docs/folders): Organize dashboards in the sidebar.

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Source: https://community.sapugo.app/docs/dashboards