Customize KPI boards and team dashboards

What you will accomplish

You will distinguish personal KPI visibility from administrator-managed shared dashboard configuration.

Who can do this

Users can change available personal KPI choices. Owners and Admins can reach Config → Dashboard for shared configuration.

Before you start

Decide whether the change should affect only your view or the wider workspace.

Customize your KPI board

1. Open Views.
2. Open the available KPI customization control.
3. Select or clear the KPI visibility choices.
4. Reorder items if that control is available.
5. Select the save or done action.
6. Confirm the board reflects the change.

Customize the shared dashboard

1. Open the account menu.
2. Select Config.
3. Select Dashboard.
4. Choose the team or shared dashboard setting to change.
5. Make one change.
6. Save it.
7. Reload the affected dashboard to verify the result.

Expected result: personal KPI choices affect only the current user, while a saved shared-dashboard change appears for people who can use that dashboard.

Troubleshooting and recovery

• Dashboard is absent from Config: your role is not Owner/Admin, or the workspace does not expose it.
• A KPI is missing: it may require a connected field, metric, track, or feature.
• Only your view changed: use Config for workspace-managed settings.

Related articles

• Use Views and Angles
• Set goals and understand pace
• Customize workspace fields and metrics