# Creating custom dashboards
Dashboards in Unifize enable users to easily visualize live process data, monitor operational performance, and drive better decisions with real-time insights.
Whether personal or shared, dashboards provide a flexible way to organize and display key metrics, making it easy for teams and leadership to stay aligned.
Use **Dashboards** to visualize key metrics from your processes, track performance, and make data-driven decisions inside Unifize.
***
### **What does it do?**
Dashboards allow you to group interactive, real-time **charts and KPIs** into a single view.
These visualizations pull live data from Unifize checklists and records, helping teams monitor workflows, track compliance, analyze trends, and drive better decisions.
***
### **Why use it?**
Use Dashboards when you need to:
* Monitor **compliance**, **approvals**, **overdue actions**, **training status**, or other critical workflows.
* Give teams or leadership **real-time visibility** into key processes.
* Track performance across multiple checklists and display a **summary view** of operations.
***
### **How it works**
To create a dashboard, you’ll first need to create one or more charts.
Each chart pulls data from a saved report and can be visualized as a pie chart, bar graph, column chart, table, or KPI.
> Check out: [Creating a Chart from Reports](/admin-guide/customization-and-configuration/creating-a-chart-from-reports.md) →
Once you’ve created your charts, follow these steps to assemble them into a dashboard:
1. Navigate to the **Dashboards** section from the left-hand menu.
2. Click **+ Create New** to start a new dashboard.
3. Enter a **Dashboard Title** (e.g., "CAPA by Status", "Training Completion by Owner").
4. Click **+ Add a Chart**, then select from your **existing saved charts**.
5. Repeat to add additional charts or KPIs as needed.
6. Drag and reposition charts to customize the layout.
7. Click **Save**.
>
***
### **Who can create Dashboards?**
* **Admins** can create **shared dashboards** accessible to teams, departments, or the entire organization.
* Dashboards can be **private**, **shared with specific groups**, or made **public** across the org.
***
### **Where dashboards appear**
* All dashboards you create are listed under the **Dashboards** tab.
* You can **pin dashboards** to your **Home Screen** using **Org Settings**.
* Clicking on any dashboard opens a **combined view**:
* The **chart** visualization at the top
* The **underlying report data** below it
This lets you explore summarized and detailed views at once.
***
### **Best Practices**
* **Start with a clear report and chart** for each metric you want to visualize.
* **Use KPIs** for high-level numbers like overdue actions or open CAPAs.
* **Group related charts** by process (e.g., QA, Production, Audits).
* **Name dashboards consistently** so teams can quickly find the right views.
***
Custom Dashboards in Unifize let you assemble saved charts into powerful visual summaries that reflect your process data in real time.
By first creating charts and then combining them into dashboards, you create focused, flexible views that help teams align around performance and action.
Clicking into a dashboard gives you a **combined view of the chart alongside the live report**, making it easy to both visualize and explore your operational data in one place.
> Check out: [Creating a Chart from Reports](/admin-guide/customization-and-configuration/creating-a-chart-from-reports.md) →
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.unifize.com/getting-started/first-steps-for-new-users/creating-custom-dashboards.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.