Dashboard Basics

For reports and recurring updates, start with Enterpret Agent and scheduled Agent automations. Set up daily reports, weekly summaries, or scheduled digests delivered to Slack or email. Add connectors when you need external context or supported actions. Use this guide's Dashboard controls when you specifically need that saved view or its subscription.

Enterpret makes it super easy to create and manage Dashboards, which are organized collections of Quantify charts. You can add existing Quantify or make new ones right from the Dashboard. Plus, it's great for teamwork — invite your team to join in and edit Dashboards together.

Dashboards are customizable, with handy features like reporting schedules and easy navigation. This helps you keep track of feedback and visualize metrics easily.

How to create a Dashboard

Enterpret helps you create your own personalized Dashboard for various kinds of analyses you might want to perform. To create a new Dashboard, follow these steps.

1. From the Enterpret homepage, click on Dashboards in the left navigation bar.

2. Click the New Dashboard button to get started.

3. Click + New Blank Dashboard (to build from scratch) or use one of the pre-built templates (to start with pre-existing Quantify charts and filters).

1. Add a name and description for your Dashboard by clicking the pencil icon next to the Dashboard name at the top left.

1. Enter the name and description, then click Save.

Adding Quantify to your Dashboard

Quantify helps product development teams extract numerical insights from customer feedback data. With Quantify, teams can quickly and precisely understand what customers are saying about their product. Learn more

In case of a new Blank Dashboard:

Click the Add button to add an existing or new Quantify to your Dashboard.

In case of a Dashboard with existing Quantify Charts:

Click the + icons on the sides of charts to add a new Quantify, or click + Add Content at the bottom to add an existing or new Quantify.

How to find a Dashboard

There are various ways to find a Dashboard, from the navigation bar or from Saved Items.

From the Navigation bar

Once you have clicked on Dashboards, you will see a sidebar open with three sections:

• Pinned Dashboards — Dashboards you've pinned for quick access

• Your Dashboards — Dashboards you've created

• Teammates' Dashboards — Dashboards shared with you by teammates

From Saved Items

You can also find your own or your teammates' Dashboards through Saved Items in the navigation bar.

1. Click Saved Items.

2. Click the Filters button and select Type: Dashboard.

Your Dashboards appear in the list.

How to archive a Dashboard

Archiving a Dashboard removes it from your list and prevents you from finding or editing it. However, anyone who has a viewable link to the Dashboard that was shared before archiving can still view it.

To archive a Dashboard:

1. Open your Dashboard.

2. Click the three-dot menu button next to the Add button.

3. Select Archive Dashboard from the menu.

How to stay up to date with your Dashboard

To stay up to date with your Dashboard and receive regular updates, you will need to Subscribe. Dashboard reports can be sent to your email or Slack channels at your chosen frequency. For details, refer to the Dashboard Sharing & Reporting article.

Performance improvements

In November 2025, Enterpret reported performance optimizations for large Dashboards. This historical release result is not a fixed load-time guarantee for every Dashboard. If a Dashboard is slow, note the affected widgets and contact your Enterpret team.