A dashboard is a single screen that brings your KPIs together as live charts, so you and your team can see how things are tracking at a glance. You can build as many as you need — one per team, per client, or per goal — and switch between them in a click.
Add your first dashboard
When you open Dashboards for the first time, you'll see an Add your first dashboard prompt. Select Add dashboard and you're ready to start dropping charts onto a blank canvas.
Add another dashboard
Already have a dashboard open? Look for the + button in the toolbar at the top of the page, next to the dashboard name.
- Select the + button to open the menu.
- Choose Add a blank dashboard to start fresh, or Generate with AI to have SimpleKPI suggest one for you.
- Give your dashboard a clear name, up to 50 characters, then select Add.
Your new dashboard opens straight away, ready for its first chart.
Manage a dashboard
Every dashboard has an Options menu (the three-dots button in the toolbar). From there you can Share it with your team, Copy it, rename it, view it full screen, or delete it. Star a dashboard to add it to your favourites, and use the switcher on the left to move between dashboards as a dropdown or as tabs — whichever you prefer.
Give each dashboard a name that says what it's for, like "Sales — North Region", so your team can find the right one fast. Short on time? Generate with AI gives you a starting point you can refine.
