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How to create a dashboard?

Learn how to build a live visual overview of your partners performance.

Written by Wouter Moyaert
Updated this week

Tracking your partner program shouldn't mean opening spreadsheets or re-running reports every Monday. Dashboards in Introw give you a live view of your partner data that is always up to date, no manual work needed. You can even embed them directly in your partner portal, where Introw automatically shows each partner only their own data.

Step 1: Open Reports & Dashboards

In your Introw sidebar, click Dashboards β†’ + Create Dashboard.

You can give your dashboard a name (e.g. Partner Performance Overview or Channel Revenue Q3) in the header of the page.
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Step 2: Add reports to your dashboard

Your empty canvas will appear. Under Add Reports you can find the available report wdigets and start building your dashboard view. Any report you've previously created will be available to add here.
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πŸ’‘ Introw Tip: Haven't created any reports yet? Check out How to Create a Report first as each widget on your dashboard is a saved report.

Step 3: Arrange your layout

Drag and drop reports to arrange them in a layout that works for you. You can also:

  • Resize: drag the bottom-right corner of any widget to make it larger or smaller

  • Edit: click the 3 dots β†’ Edit to adjust the underlying report without leaving the dashboard

  • Remove: click the 3 dots β†’ Remove to take a report widget off the dashboard
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Step 4: Save your dashboard

Click Save changes to lock in your dashboard layout.

Managing your dashboards

You can create as many dashboards as you need like one for revenue, one for engagement, one per partner tier, or whatever fits your workflow. In the Dashboards overview you can:

  • Rename a dashboard at any time by hovering over its name via the 3 dots.

  • Reorder dashboards by dragging them into the sequence that makes most sense for your team

  • Filter across all widgets using the global date filter to instantly shift the time range of an entire dashboard which great for switching between a monthly, quarterly, or yearly view without editing individual reports

  • Save your filter state so the next time you open a dashboard it picks up right where you left off.

πŸ’‘ Introw Tip: Setting up a dedicated dashboard per use case β€” like one for your QBR prep and one for day-to-day monitoring β€” keeps things focused and saves time when you need answers fast.


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