Dashboard Configuration Settings
Accessing the Configuration Tab
Go to Dashboard → Settings
You'll land on the Configuration tab by default
Threshold Summary Cards
This section controls the metric cards at the top of your dashboard.
Selecting Metrics:
Click the "Select thresholds" dropdown
Check the metrics you want to display
Use "Select all" to include everything
Available metrics come from your published plans (Revenue, Profit, Margin, etc.).
Choosing Card Style:
Simple (value + change) — Shows the metric value and percentage change
Includes Trends (adds sparkline chart) — Adds a mini trend chart to each card
Click the style button to select your preference.
Leaderboards Section
Configure whether to show employee rankings and set defaults.
Default KPI Leaderboard — Choose which KPI metric shows first when viewing leaderboards. Select from the dropdown or leave as "No preference."
Default Plan Leaderboard — Choose which plan's leaderboard shows first. Select from the dropdown or leave as "No preference."
Include Leaderboards — Check this box to show leaderboards on the dashboard. Uncheck to hide them entirely.
Threshold Trends Section
Configure the main trend chart on your dashboard.
Default Threshold Metric — Choose which metric's trend chart loads first. Users can still switch between metrics on the dashboard.
Default Chart Type:
📈 Area chart — Filled area under the line
📊 Bar chart — Vertical bars for each period
Click the icon to select your preferred chart type.
Saving Your Changes
Click Save & Close to apply your settings and return to the dashboard.