What this means
A dashboard is the container for your widgets, layout, title, description, access level, and included business data. Good dashboard setup matters because it controls not only what people see, but also whether they trust and reuse Analytics.
The best dashboard lists are short, intentional, and clearly named. If your team has to guess which dashboard is current, or whether a shared board is safe to edit, adoption drops quickly.
Some workshops will already see a shared starter dashboard called Workshop overview when they first open Analytics. That dashboard is there to help you start faster. You can keep it as the shared baseline, edit it, duplicate it, or create completely separate dashboards alongside it.
Before You Start
Decide who should own the dashboard. Owners keep access and layout changes coherent.
Choose the audience first: just you, everyone in a business, or only selected roles.
Decide which businesses should supply the data before you click create.
Check whether Workshop overview already exists. It may be quicker to edit or duplicate that starter dashboard than to build from scratch.
Create a dashboard
If Analytics already contains Workshop overview, decide whether you want to use that shared starter dashboard as your base, duplicate it, or leave it untouched and create something separate.
If you need a separate dashboard, choose the option to create a dashboard.
Give the dashboard a clear name. Use workshop language, not internal shorthand.
Choose the access level: Private, Organization, or Roles.
Select the included business data so the dashboard pulls in the right workshop activity.
Add a short description so the rest of the team knows what the dashboard is for.
Access levels explained
Private
Only the owner can see the dashboard. This is best for drafts, personal views, and dashboards you are still refining.
Organization
Everyone in the dashboard business can see it when they have that business selected. Use this for shared workshop boards.
Roles
Only selected roles can open the dashboard. Use this when a manager or admin group needs access without making the board visible to the whole business.
Good to know: The owner always sees dashboards they own in search, favourites, and when opening a direct link, regardless of access level or which business is currently selected.
Important: A duplicated dashboard is always created as Private, even if the original was shared more widely.
Organise existing dashboards
Use favourites for the dashboards you want pinned in your regular workflow.
Duplicate a dashboard when you want a safe starting point for a new version.
If your workshop received Workshop overview automatically, duplicate it before making a heavily role-specific version so the team keeps one shared baseline dashboard.
Open Settings to edit the title, access, included businesses, or export the dashboard as PDF.
Delete old dashboards once the replacement is live so the team is not choosing between near duplicates.
Use bulk delete from the dashboard list when you are cleaning up several obsolete dashboards at once.
Best Practices
Keep one shared dashboard per routine, for example one daily workshop board and one weekly owner board.
Keep one shared baseline dashboard, such as Workshop overview, then duplicate it for specialist or experimental views.
Duplicate before a major layout rethink so you can compare the old and new versions safely.
Use Roles instead of Organization when only managers or admins should use the dashboard.
Review favourites regularly so the sidebar stays useful.
Common setup mistakes
Using Organization when the dashboard is really only for a small management group.
Assuming a duplicated dashboard keeps the same access level. It does not. The copy starts private.
Leaving old experimental dashboards in the main list after the final version is live.
Changing a shared dashboard without agreeing who owns the team-facing version.
Troubleshooting
If access controls look locked, the current user is not the owner and can rename only what the product allows.
If a colleague cannot find a dashboard, check access level, selected business, and role membership before rebuilding the dashboard.
If you want a copy for yourself, duplicate it instead of editing the shared original directly.