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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 this week

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:

  1. Click Apply to preview

  2. Click Save to save your filter selection to 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"

5. Refreshing Your Dashboard

Data will automatically refresh if you apply new filters. In case it does not, you can:

  • Click the refresh icon in the upper-right corner

  • The dashboard will reload with the latest data based on your saved filters

Widget Categories & Example Widgets

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

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