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How do I create and manage dashboard boards?

You can create new dashboard boards and control who can see them so the right people get the right views of your data in SalesScreen.

Written by Emil Lindblom

Role
Company Admin or Statistics Admin (anyone with permission to manage boards)

Plan
All plans

Prerequisites
You must be able to open Dashboard → Manage Boards.

Step 1 – Go to Dashboards

  1. In the left‑hand menu, click Dashboard.

  2. At the top of the page, you see your existing boards.

Step 2 – Create a new board

  1. At the top‑right, click Manage Boards.

  2. Make sure you are on the Web boards tab.

  3. Click Create board (or New board, depending on your version).
    The Add Board window opens.

Step 3 – Fill in the board details (General)

In the General section:

  1. Title – give the board a clear name (for example New KPI dashboard).

  2. Description – optionally describe the purpose (for example For management).

  3. Default period – choose the first time period users should see (for example Current month or Current quarter).

  4. Category – pick or create a category (for example 1. Oslo, Management, Sales).

  5. Icon – choose an icon that helps users recognize the board.

Step 4 – Set board access

In the Board access section:

  1. Choose whether access is based on Teams or Departments.

  2. Under Teams or Departments, select who should be able to see this board (for example None, All, or specific teams).

  3. Under Access level, choose the minimum user access level required to view the board (for example All, Statistics admins).

  4. If you plan to embed the board in another system, turn on the Embeddable toggle.

Step 5 – Configure filters (optional)

In the Filters section, choose which filters should be available for users of this board, for example:

  • User filter

  • Team filter

  • Department filter

  • Other resource‑intensive or custom filters, if available

These filters let users explore the board without you creating separate boards for each audience.

Step 6 – Create and manage the board

  1. When you are done, click Create.

  2. The new board appears in your Dashboard list under the selected category.

To manage an existing board later:

  1. Go back to Dashboard → Manage Boards.

  2. Find the board in the list.

  3. Use the three dots (…) menu to:

    • Edit the board (change title, access, filters, etc.)

    • Duplicate a board as a starting point for a new one (if available)

    • Delete a board you no longer need

What if this doesn’t work?

I don’t see Dashboard or Manage Boards
You may not have permission to manage boards. Ask a Company Admin or Statistics Admin to check your access or create the board for you.

Users say they can’t see the new board

  • Check the Board access section and make sure the correct Teams/Departments and Access level are selected.

  • Verify that the users belong to those teams/departments in SalesScreen.

Filters don’t appear for users
Confirm that the relevant filters (User, Team, Department, etc.) are turned on in the Filters section for that board.

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