Go to the dashboard builder and click on Set-Up A New Board option.
This opens the ‘Add a New Dashboard’ page where the name and description of the dashboard can be added.
Click on Save. The dashboard will be successfully created.
On the dashboard card, click on ‘Add widget’ to add the widgets of your requirement. This will open the ‘Add a New Widget’ page.
In the ‘Add a New Widget’ page,
In the ‘Query’ section, you can paste any Tracxn query URL or choose to import from a saved search.
In the ‘No.Of Entries’ section, from the drop down menu, choose the number of entries you would like to see.
Enter a custom name for your widget in the ‘Name’ section.
Click on Save and the widget will be added.
To add multiple widgets, click on the ‘Add Widget’ option from the Dashboard page and follow the instructions from step 5.