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Creating Dashboards in Metrics

This guide walks you through how to create dashboards, add widgets, apply filters, and save your setup.

Dee Akram avatar
Written by Dee Akram
Updated over 2 weeks ago

What You Can Do With a Metrics Dashboard

Dashboards allow you to organize multiple insights (widgets) into a single view.
Widgets are individual charts, tables, or single-value metrics that visualize your data.

With Metrics, you can:

  • Build fully custom dashboards

  • Add pre-built widgets from a searchable library

  • Apply filters at the dashboard or widget level

  • Save configurations for recurring analysis


Accessing Metrics Dashboards

Metrics have replaced our old Legacy Metrics.

  • This page lists all dashboards you’ve created.

  • If you haven’t created any dashboards yet, this page will appear empty with an option to add your first one.


Creating a New Dashboard

  1. Click + Add Dashboard.

  2. A new dashboard will be generated automatically.

  3. It will have a default name (e.g., Dashboard 1).

  4. Click the title to rename it.


Using Dashboard Filters

Dashboard-level filters help you focus on a specific slice of your data.
These include (but aren’t limited to):

  • Date range

  • Property groupings

  • Time breakdowns

  • Reservation details

  • Platform & stay type filters

These filters apply to all widgets unless a widget has its own filter override.

After adjusting your filters, you can Save them so they are automatically applied the next time you open the dashboard.


Adding Widgets to a Dashboard

To add widgets:

  1. Click + Add Widget

  2. A widget library window will open

  3. You can search or filter widgets by:

    • Type: bar chart, pie chart, single value

    • Category: messaging, occupancy, reservation financials, reservations, reviews, upsells, owner statements

  4. Select one or multiple widgets

  5. Click Add Widget to finalize

Once added, widgets appear immediately on your dashboard and will use the dashboard’s filters unless you customize them individually.


Customizing Widgets

Each widget can be customized to help you refine your analysis:

  • Use widget-level filters (these override dashboard-level filters)

  • Hover over the info icon next to a widget name to read a detailed description

  • Expand table and bar graphs to full screen

  • Remove widgets by clicking on the three dots (...) in the upper right corner and selecting "Delete"


Widget Categories & Example Widgets

Browse the categorized list of all widgets available today → Widget Library

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