Dashboard Preferences

~4 min read

Dashboard Preferences

Each dashboard has its own settings panel. Open it from Dashboard ▾ → Settings… above the dashboard. Click Save settings when you're done — the changes apply immediately to every card on that dashboard, and don't affect your other dashboards.

Information bar style

Controls how the status strip below each goal is displayed — see Reading Your Card.

Style What it looks like
Table (default) A compact grid of labeled cells with a colored accent at the bottom of each cell
Pill A row of small rounded, color-coded tags — lighter and more compact; they wrap if there are many
Bar A single strip with a header showing the overall result

All three show the same information.

Card colours

The green / amber / red used on info bars and hero numbers, based on goal progress.

Palette Colors
Classic RAG (default) Red, amber, green
Colorblind-safe Blue, orange, amber
Muted Softer, desaturated red / amber / green
Custom Choose your own Good (Hit), Warning and Critical colors

Goal strictness

How closely a metric has to track its goal before a card is flagged as needing attention or at risk.

Setting Effect
Lenient Easier thresholds for Needs Attention and At Risk
Standard (default) Balanced
Strict Tighter thresholds — flags problems earlier

Use Strict for dashboards you want to be an early-warning system, and Lenient for stretch-goal dashboards where you expect to be behind for much of the period.

Status vocabulary

How Status labels are worded on cards and in notifications: Standard (Exceeding, Goal Reached, Needs Attention, At Risk, Critical), Retail, or Plain English.

Under Band labels (Advanced) you can also rename individual Status and Forecast bands — for example, rename Critical to Behind plan — to match how your team talks.


Rename and describe a dashboard

The dashboard name and description are edited directly in the title strip at the top of the dashboard: click either to edit it in place.

What can't be changed per dashboard

Time zone and currency come from your Google Analytics property's reporting settings and aren't configurable per dashboard.

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