Creating Dashboards

A dashboard is a named collection of cards — the goal widgets that track your most important metrics. You can have as many dashboards as you like.

Creating Your First Dashboard

After installing, dashboardSMASHBOARD opens the template picker. Choose the template that best matches your starting point:

Click Create My First Dashboard and your dashboard is built instantly.

Creating Additional Dashboards

1. From the dashboardSMASHBOARD home screen, click + Create Dashboard (top right).
2. Choose a template (or start blank).
3. Give it a name. Be specific — “Q2 Revenue Goals” beats “Dashboard 1”.
4. Optionally add a description. This appears as a subtitle on the dashboard view.
5. Click Create Dashboard. Your dashboard opens, ready for cards.

Naming Conventions That Work

Dashboards are most useful when their name tells you exactly what question they answer:

• Monthly Revenue Targets — tracks revenue goals against monthly targets
• New Customer Acquisition — focused on customer-level metrics
• Black Friday 2026 — time-boxed campaign dashboard
• Daily Check-in — quick morning snapshot (orders, revenue, sessions)

Navigating Dashboards

All your dashboards appear on the home screen. Click any dashboard name to open it. The dashboard updates automatically with live data from your store.

Managing Dashboards

Renaming a dashboard

Click the Edit button (pencil icon) on a dashboard to open settings. Update the name and save.

Setting a primary dashboard

Open the dashboard menu (⋯) and select Set as primary. Your primary dashboard opens automatically when you launch dashboardSMASHBOARD.

Deleting a dashboard

Open the dashboard menu (⋯) and select Delete. This permanently removes the dashboard and all its cards. There is no undo.

Dashboard Limits

All dashboards and cards are unlimited on both plans. See Billing FAQ for full plan details.

Next Steps

• Create your first card
• Write your first SmashGL query

Still need help? Open a support case