How to Create a New Dashboard
There are multiple ways to create a dashboard. Choose the method that fits your needs best.
- Creating a new dashboard from scratch - Best for custom and complex reporting needs.
- Clone from an existing dashboard and edit - Best if you already have a dashboard set up that you like and just need to make small edits.
- Clone one of our Managed by Cobalt dashboards - Best to use as is or as a starting place with popular business questions answered. Clone and edit to your specific needs.
- Use a Dashboard template - Best to use as a starting place with popular business questions answered. Editable to your specific needs.
Things to know:
- Dashboards are made up of individual widgets.
- A widget can only utilize 1 data source.
- Multiple widgets can be added to a dashboard - this is a great way to utilize multiple data sources in a dashboard for comparison purposes.
- You can show the same data in different visualizations easily by using the copy and paste or clone functionality.
- Dashboards can be shared with view only users for easy transfer of data and knowledge without the need to export.
Create a New Dashboard from Scratch
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Click on + Add New Dashboard.
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Select + New Blank Dashboard
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A pop-up window will appear asking you to name your dashboard and give a description of the dashboard (optional).
- Click Add Dashboard.
Cloning from an Existing Dashboard
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Click into the existing dashboard you wish to clone.
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Click on the Actions drop-down menu.
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Select Clone Dashboard.
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A pop-up window will appear asking you to give your dashboard a new name and a description (optional).
- Click Submit.
📝 Note: Cobalt has created several template dashboards for you to reference. You cannot edit these dashboards, but you can clone them and then edit. You can find them by going into the Managed by Cobalt dashboards at the top of the page. Each Managed by Cobalt dashboard has the Cobalt logo next to the name.
To learn more about utilizing our prebuilt dashboard templates see our Dashboard Templates article.
Creating A Widget
Once you have created or cloned a dashboard you will have the option to add widgets to your dashboard. Widgets are different ways to view data within a dashboard.
Adding Widgets in a New Dashboard
Once you have created a dashboard, you will be brought to your created dashboard and notice there are no widgets yet added.
To add a widget to your dashboard:
- Click + Add Widget.
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A pop-up window will appear asking you which type of widget you would like to create.
📝 Note: Please see Dashboards → Available Widgets Types for more information about each type of widget.
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Once you have chosen your widget, you will then select the data source you wish to view. Remember each individual widget can only use 1 data source but you can have several different widgets in a dashboard.
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After selecting your data source, give the widget a name and select the different metrics that align with your goals for the widget.
- Add any filtering options. Note that widget level filters will always take precedent over tab level filters you may have set up. For more information, please see Dashboards → Tab and Widget Level Filters
- Change the color palette used in Time Series and Categorical charts using the 'Colors' dropdown. For more information, please see Customizing Dashboard Color Palettes
- Once you have configured your widget, click Submit.
- Your created widget will then appear on your dashboard page. Here you can resize and reorganize all of your widgets by dragging and dropping.
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Make sure to click Save, located at the top right corner of the page, to save your widget to your dashboard.
Once you have created your first widget, you can easily go back into your dashboard page and add more widgets by clicking on + Add Widget on the page itself or clicking on + Add Widget at the top of the page.
Data Lag and Date Range Alignment
Jungle Scout pulls data from its sources as quickly as possible, but there are delays to when this information populates Dashboards. You can see the timeframes for pulling this information in the table below:
| Data Source | Time to Pull Data |
| Ad Data | 24 Hours |
| Seller Central | 48 Hours |
| Vendor Central |
72 Hours |
Because of the time it takes to generate this data, comparing date ranges to the current date or yesterday may not be useful. Therefore, the date range will default to account for the most recent data.
The example below was taken on August 22nd, 2024, but you'll see the date range has defaulted to end on August 20th, 2024, to ensure we have complete data. The the tooltip at the top of the calendar will note when date ranges have been adjusted. You can hover over the "?" icon at the end of the tooltip for more explanation.
You can manually set the calendar for whatever date you would like but be aware that selecting the current date or even days before then might result in incomplete data.