Creating and Deleting an Insights Board

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Dashboards are a great way to see and track your high level KPIs at a glance. With Zipi, many KPIs can be tracked in real-time, allowing you to see the most recent results at any time.

In this article we will cover:

Creating an Insights Dashboard 

1. In the left navigation menu, go to Insights

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2. If you are using Zipi for the first time, you should see this on the Insights page

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3. Enter your board name and click Create

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Note: This name can be edited, or dashboard removed later by clicking the pencil icon on your dashboard page.

Deleting Boards 

  1. To delete a board, click the pencil icon on the Insights board

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  2. Click Remove Dashboard

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  3. You will be asked to confirm, click Yes

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  4. The board will be removed from the dropdown

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