Chelsey Fang
Last updated: 17 April 2025
SaaSGrid lets users visualize metrics in charts, reports, and plans - all three of these elements are called Reports in SaaSGrid. Dashboards are a way to group different Reports for different audiences. Each Dashboard can be modified and shared independently of other Dashboards.
Each Dashboard can have multiple reports, and reports can be reused across different Dashboards. This means any change you make to a Report will reflect on every Dashboard that contains that Report.
Create a dashboard by clicking on the + symbol next to the Dashboards on the left navigation bar. Choose from a default, persona-based template, or build your own. Dashboard templates come prebuilt with department-specific KPIs, and can be edited and saved as well.
After creating a Dashboard, it will be visible on the left navigation bar under the Dashboards section. Dashboards themselves can be rearranged in the navigation pane.
To add a report to a Dashboard, drag and drop an existing Report into a dashboard, or click on the dashboard and add a new Report by clicking on Add in the top right corner of the dashboard.
Under Add, you can add existing charts from the Report Library, or create a new Chart, Report, or Plan in the dashboard.
To edit individual Report elements on a Dashboard, click on the three dots in the top right of each report element. Reports in Dashboards can be renamed, expanded or minimized, or configured. All updates to a Report will propagate to other Dashboards that the Report is added to.
Use the Overview section to summarize the Chart information.
Click on Configure Overview to adjust aggregation, growth rates, and primary metric for each Report element on a Dashboard. Your primary Metric is the main bolded number to the top left that defines your Chart Overview. Supporting Metrics are any additional Metrics you add to a Chart.
For all Chart Overviews, you can choose how the primary Metric is aggregated (monthly, quarterly, or annually), independent from how Metrics on the Chart are aggregated. You can also adjust the type of growth rate shown, or choose to exclude growth rate from your Chart overview.
If a growth rate is applied, you can select the number of time periods (based on your unit of aggregation) in the past for which your current Metric will be compared to, and whether you want to see the Compound Monthly Growth Rate (CMGR) or Period over Period Growth.
If your Chart has multiple Metrics you can select which Metric is primary, which is the number that appears in the Chart overview.
‘Let SaaSGrid Choose’ is SaaSGrid’s recommendation for which Metric should be the main number in your preview card, but you can select any Metric to be your primary Metric.
Each user in SaaSGrid can use a Lens to view a specific subset of data. A Lens can be set to filter chart or dashboard data for particular attribute values. Users can change their Lens in SaaSGrid without changing a Lens for another user.
To create a Lens, click on any dashboard and select the three dots in the top right. Select Configure Lens to open the configuration menu.
In the configuration menu, select the Model and Attribute that the Lens should include. For Workspaces with multiple integrations, specify which data source SaaSGrid should use for the Attribute. To add a new attribute to a lens, select + Add Attribute and select Apply when finished configuring the Lens.
Once applied, the Lens will appear at the top of the dashboard. This Lens will apply to all charts and reports on the dashboard. Note that only the specified Attributes are available in the Lens.
To specify Attribute values in the Lens, select values in the dropdown for each Attribute. The data in the dashboard will be filtered to only include data as specified in the Lens.
Admins and Editors can set Lens attributes for Viewers - Viewers will only be able to change attributes that have been enabled for that chart. Viewers will be able to edit their own Lens.
