Create and manage Journey designer dashboards

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Monitor journeys status and manage the Journey designer dashboards.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    The following dashboards are provided with the Journey designer app:
    Journey overview dashboard
    Displays information about the status of your active journeys, such as the number of journeys in draft mode, overdue journeys, journeys tasks, journeys by role and activity type.
    Executive journey view dashboard
    Displays the number of employees completing their journeys, SLA breaches, average days to complete journeys, and other metrics executives would be interested in.
    You can modify many aspects of a dashboard.
    • Add widgets
    • Share based on users, groups, or roles
    • Add and configure tabs

    This task shows you how to add widgets to a dashboard and configure a tab layout.

    Procedimento

    1. Navigate to All > Journey Designer > Administration > Journeys Overview/Executive Journey view.
    2. Select Edit.
    3. From the Configuration menu, edit the following as required.
      Tabela 1. Overview/Executive view fields and descriptions
      Field Description
      Visualization type Drop-down to select the data visualization of the report widget. Options available are:
      • Single score
      • Dial
      • Gauge
      • Area
      • Column
      • Line
      • Scatter
      • Spline
      • Step
      • Horizontal bar
      • Vertical bar
      • Donut
      • Pie
      • Semi donut
      • Pivot table
      • Heatmap
      • Bubble
      • Calendar report
      • Indicator scoreboard
      • List
      • Geomap
      Nota:
      The sub-options in the following fields will depend on the selection in this drop-down. For example, if Area is selected in this drop-down, then the Display settings will have opens Y axis, X axis, etc., and if Single Score is selected, then the display settings will have sub-options respective to single score.
      Header and border Option to edit the appearance of the report widget.
      Data Data sources and metrics used to generate the report widget.
      Presentation Option to edit the display and color settings of the widget report.