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Dashboard Customization

How to customize your dashboard layout and charts

Updated over a year ago

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.


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