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1. Select Manage Custom Insights from the Insights menu.
   

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2. Click Add dashboard.
   

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3. Click the Pencil icon to edit the dashboard name and click the Save icon to save the changes.
   

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4. The Data Sources panel displays on the right side of the page.
   

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5. Click Add data source to create the data source. Refer to Custom Insights: Data Sources for information about each section available when creating a data source.

6. Once you create the data source, assign the data source to a components data to create a visualization for the dashboard. Refer to Custom Insights: Components Data for more information about the available visualizations.

7. Additional text and images can be added to the dashboard to customize the dashboard further. Refer to Custom Insights: Assets for more information.

Editing a Chart

1. Click the three dots on the top-right side of the chart.

2. Click Edit from the menu that displays.

3. Edit the chart.

4. Click Save to save the changes.
   

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Removing a Chart

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1. Select Manage Custom Insights from the Insights menu.

2. Click the three dots on the bottom-right side of the dashboard tile.

3. Click the Rename.

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4. Edit the dashboard name.

5. Click Done.

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