> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a new dashboard

> Get more insight into your CRM data by creating several dashboards. Learn how to create new dashboards in this how-to-guide.

Dashboards let you visualize key metrics across different areas of your CRM. You can create multiple dashboards to track team performance, manage requests, follow up on sales, and more.

<Frame caption="Watch this video or follow the steps below to learn how to create dashboards in SuperOffice CRM">
  <iframe width="100%" height="420" src="https://www.youtube-nocookie.com/embed/W68M1IOke0Y" title="Watch this video or follow the steps below to learn how to create dashboards in SuperOffice CRM" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen />
</Frame>

(video length - 4:29)

## Steps to create a new dashboard

1. In the navigator, click the **Dashboard** icon (<i class="ph ph-gauge" aria-label="gauge icon" />) to open the Dashboard screen.

2. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />) and select **Create a new dashboard**.

3. In the dialog, enter a **name** for the dashboard.

   ![Create a new dashboard dialog -screenshot][img1]

4. Optionally enter a **description**. This text appears at the top of the dashboard.

   Click <i class="ph ph-translate" aria-label="Translate" /> to add the name and description [in other languages][5].

5. Select a theme from the **Theme** list to control the visual style.

6. Choose how many columns the dashboard should have from the **Columns** field.

7. Click **Save**.

   * The dashboard opens with no tiles.
   * The **Edit dashboard tiles** sidebar is displayed so you can [add tiles][2] right away.
   * The person who creates the dashboard is automatically set as the **owner**.

<h2 id="pin">
  Share or pin a dashboard
</h2>

If you have the **Dashboard administrator** (or general administrator) functional right, you will also see these fields when creating or editing a dashboard:

* **Visible for:** Share the dashboard with specific users or groups.
* **Pin to:** Always display this dashboard for selected users or groups.

![Pin dashboard / set Visible for -screenshot][img2]

These options are only available if you have the required functional rights.

<h2 id="copy">
  Duplicate a dashboard
</h2>

You can duplicate an existing dashboard to reuse its layout or content. For example, to create your own version of a pinned dashboard.

1. Select the dashboard you want to duplicate.

2. Click <i class="ph ph-dots-three-circle-vertical" aria-label="Task button" /> and choose **Duplicate dashboard**.

   The new dashboard opens with "2" added to the name.

   * To rename or update the dashboard, select **Edit dashboard** from the Task menu.
   * To modify its tiles, select **Edit dashboard tiles**.

## Tips

* Use clear names when creating multiple dashboards to stay organized.
* Organize dashboards by purpose or team.
* Want to reuse just one tile? You can [copy a tile to another dashboard][1] instead of duplicating the whole dashboard.

[1]: ./working-with-tiles#copy

[2]: ./working-with-tiles

[5]: ../../localization/learn/translate-fields

[img1]: /media/loc/en/dashboard/create-dashboard-dialog.png

[img2]: /media/loc/en/dashboard/pin-dashboard.png


## Related topics

- [Edit or delete a dashboard](/en/dashboard/learn/update.md)
- [Edit dashboard tiles](/en/dashboard/learn/working-with-tiles.md)
- [Create a selection](/en/search-options/selection/learn/create.md)
