How to create a new dashboard and find where it is later on?
Dashboards in the platform are powered by Google Looker, providing real-time visual insights into your data. They consolidate reports and charts to help you track key metrics and make informed decisions. This guide walks through how to create and save a new dashboard for future use.
If you’re using the BI Reports feature for the first time and no dashboard has been created, you’ll see the interface below:
Open the dashboard you're working on and click the 3 dots menu at the top right. Click Edit Dashboard.
Click Add in the top left corner, and then choose Visualization from the drop down menu. This will allow you to build a new report.
Build the first report you want, then click Explore from here to further refine your visualization.
Once you're satisfied with the report, click the gear icon ⚙️ in the upper-right corner. From the dropdown, choose Save > As a new dashboard.
Enter a title for your new dashboard. Choose whether to save it in My Folder (for personal use) or the Shared Folder (to share with your team). Once saved, a notification will direct you to your newly created dashboard.
To access your saved dashboard in the future, click the Folder icon in the top-right corner. Navigate to the folder where you saved your dashboard (either My Folder or Shared Folder).
Shared Dashboards: If you're creating a dashboard for team use, ensure you save it in the Shared Folder to allow visibility for all necessary team members.
Custom Visualizations: Utilize Google Looker’s flexible tools to tailor reports and charts according to your team’s specific KPIs and needs.
By following these steps, you'll be able to create, save, and revisit customized dashboards in DealRoom to help track your deal progress and performance metrics effortlessly. If you have any questions about this feature, reach out to our support team via the in-platform chat or email us at [support@dealroom.net]().
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First-Time Users: Creating a Dashboard
If you’re using the BI Reports feature for the first time and no dashboard has been created, you’ll see the interface below:
Open the dashboard you're working on and click the 3 dots menu at the top right. Click Edit Dashboard.
Click Add in the top left corner, and then choose Visualization from the drop down menu. This will allow you to build a new report.
Build the first report you want, then click Explore from here to further refine your visualization.
Once you're satisfied with the report, click the gear icon ⚙️ in the upper-right corner. From the dropdown, choose Save > As a new dashboard.
Enter a title for your new dashboard. Choose whether to save it in My Folder (for personal use) or the Shared Folder (to share with your team). Once saved, a notification will direct you to your newly created dashboard.
To access your saved dashboard in the future, click the Folder icon in the top-right corner. Navigate to the folder where you saved your dashboard (either My Folder or Shared Folder).
Pro Tips:
Shared Dashboards: If you're creating a dashboard for team use, ensure you save it in the Shared Folder to allow visibility for all necessary team members.
Custom Visualizations: Utilize Google Looker’s flexible tools to tailor reports and charts according to your team’s specific KPIs and needs.
By following these steps, you'll be able to create, save, and revisit customized dashboards in DealRoom to help track your deal progress and performance metrics effortlessly. If you have any questions about this feature, reach out to our support team via the in-platform chat or email us at [support@dealroom.net]().
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How to create a simple BI report?
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Updated on: 19/06/2025
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