In this article, we will walk you through how to customize your dashboard in Finmark.
Read through the key topics below to get started:
How to Customize the Dashboard Layout
By customizing your layout you can resize and relocate charts and KPIs that are important to your company!
Step 1: Click Edit Chart Layout:
Step 2: Adjust the Location of your Charts by dragging charts to the desired location.
Step 3: Click the double arrow to the bottom right of the chart you are resizing then drag the arrow to resize.
How to Create Custom Charts from the Dashboard
Step 1: Click the Green Chart button to the right of the dashboard.
Step 2: Fill in the required fields such as Chart Name, Primary Display Metric, Chart Type, and the Data Source.
Name Chart
Select Primary Metric (Displayed value on the header of chart)
Enable Secondary Metric
Decimals - Round to whole number or show 2 decimals
Non-Monthly Calculation (Displayed value for when you switch to quarterly/annual views)
Chart Type
Line Chart
Column Chart
Funnel Chart
Percentage Area
and More
Select Variables for the chart (System Variables and Custom Variables)
Save
Step 3: Scroll down to the bottom section of your Dashboard to view your Custom Chart.
How to Create a Custom Chart from the fx Variables
Step 1: Navigate to the Fx Variables Section
Click on the "meatball" icon to the right and add the metric to the dashboard as a Line Chart or Column Chart.
How to Customize the Labels Shown on Custom Charts
Step 1: Create a New Chart or Edit an Existing Chart.
To edit an existing chart, click the 3 dots icon in the right-hand corner of the chart.
Step 2: In the Edit Custom Chart Screen, Click on the titles listed under the Variables Section to Edit the Labels.
How to Remove Charts and Graphs from the Dashboard
Step 1: On your dashboard click on your selected dashboard:
Step 2: Click the 3 dots to the right of your desired scenario > Edit Dashboard:
Step 3: From the Add / Remove Charts List "Uncheck" the boxes next to the charts you would like to remove and then click Apply.
