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Overview

Beyond the default project-wide Dashboard, you can create additional dashboards restricted to specific processes — useful when a project runs several distinct lines of business (e.g. different products or campaigns) and each team only needs to see their own numbers. Go to Account Settings → Dashboards to manage them.

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Dashboard Configuration

Every project starts with one dashboard — Overview — covering all processes. The Dashboards table lists each dashboard’s name, key, restricted processes, status, and display order. Click Add Dashboard to create a new one: Create Dashboard dialog — name, icon, display order, restricted processes, and enabled widgets
  • Dashboard Name (required) and Icon (optional, a KTIcon name).
  • Display Order — where it appears relative to other dashboards.
  • Restricted Processes — leave empty for a dashboard covering every process (like the default Overview), or select specific processes to scope it. This is what makes multiple dashboards useful for teams working on different process sets within the same project.
  • Enabled Widgets — pick which widgets appear on this dashboard. Available widgets depend on your project’s configuration; some are project-specific (built for a particular client’s workflow) rather than generally available.
  • Active — inactive dashboards are hidden from navigation without deleting their configuration.
Widget availability is project-specific — a dashboard built for one client’s workflow (e.g. payment collection tracking) won’t necessarily apply to yours. Check what’s actually available in your project’s Dashboards settings rather than assuming from this list.