Create a dashboard

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace > Dashboards.
      By default, the Execution Dashboard appears on the Dashboards page.
    2. From the dashboard header, select the More actions icon (More actions icon in the portfolio plan header.) and then select Create new.
    3. On the New dashboard window, fill the details.
      1. Enter a name for the dashboard in the Name field.
      2. Optional: Enter a brief description for the dashboard in the Description field.
      3. Select Create new dashboard.

    What to do next

    Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see Edit a dashboard.