Create and share a custom dashboard in Crisp Analytics so your team can review the reports that matter in one place.

For example, a support manager can look at volume, response speed, and customer feedback together instead of opening each report separately. Build a layout around a clear question, choose charts and filters that help answer it, then decide whether the Dashboard should stay private or be shared with teammates.

If you’re new to the reports, start with Crisp Analytics to understand the available data before choosing charts.

Create and customize a Dashboard

Open 📊 Analytics → Dashboards to see the Default Dashboard and any custom Dashboards you have created or imported. Each Dashboard is a saved layout of charts powered by your existing Analytics reports and metrics.

Create a new Dashboard

1. Go to Analytics → Dashboards and click Create new dashboard.
2. Choose Blank Dashboard.
3. Enter the Dashboard name.
4. Enable Share this dashboard if workspace operators with Analytics access should be able to view and edit it.
5. Click Create Dashboard.

You can now add charts. Choosing a template instead creates a private Dashboard immediately; use ⋯ (More) → Edit afterwards to rename or share it. To reuse a JSON configuration, choose Import Dashboard. See Import or export a Dashboard to reuse an existing configuration.

You can also ask Hugo Copilot to create a chart or Dashboard from a reporting goal, then review its proposal before saving it.

Add your first chart

1. Open your Dashboard and click Add chart.
2. Select the chart type you need.
3. Select a Metric from a category such as Messaging, Contacts, Knowledge Base, Status Page, or Visitors, then choose the available metric type and split.
4. Give the chart a clear title and adjust its options if needed.
5. Click Create.

Common chart types include:

• Summary → single KPI with comparison
• Chart → line, bar, or treemap depending on the metric
• Heatmap → activity across days and hours
• Map → geographical data
• Articles → Knowledge Base article performance
• Operators → operator-level performance data
• Rating → customer feedback details

Choose the format to fit the question. A Summary helps readers see a headline number for the period, while a compatible line or bar chart shows when it changed.

Configure chart settings

Open a chart’s configuration to select its period, split, aggregation, and filters, then click Apply to use your changes. For the shared controls and supported combinations, see Customize Analytics reports.

For example, use a segment filter to focus on VIP conversations, then split a compatible metric by operator. Check the metric definitions before comparing response or resolution times.

Arrange and manage Dashboard charts

Once you have added a few charts, use each chart menu to keep the Dashboard clean. Rename charts so their purpose is obvious, remove charts your team does not use, and keep the layout focused on the questions the Dashboard should answer.

Use names that explain the scope:

• ✔ Clear scope: “First response time for VIP conversations.”
• ✘ Uninformative name: “Chart 3.”

Keep periods and filters comparable when reading charts together; otherwise a difference may come from the reporting setup rather than your support performance.

After you create a chart or apply its settings, Crisp saves the Dashboard configuration automatically.

Share and reuse Dashboards

Share a Dashboard when teammates should maintain the same reporting view together. Before enabling it, agree on the charts and filters the team needs, since shared access also lets eligible colleagues change that view.

Share a Dashboard with teammates

Dashboards are private by default: only you can view and edit a private Dashboard. Enable Share this dashboard when creating one to make it available to workspace operators who have Analytics access.

Share an existing Dashboard

You can also share a Dashboard that you originally kept private.

1. Open Analytics → Dashboards and hover over the Dashboard.
2. Click ⋯ (More) → Edit.
3. Enable Share this dashboard.
4. Click Save Dashboard.

The Dashboard then appears in the list for teammates with Analytics access. To make it private again, return to the same setting, turn sharing off, and save.

Understand what is saved

Dashboard configurations are saved in Crisp. They organize existing Analytics reports with your preferred charts, filters, and visualizations; they do not create new data sources or metrics.

Your reporting period, timezone, and other Analytics preferences also sync with your account. Browser storage keeps a local copy; clearing it is different from deleting a saved Dashboard.

Use Dashboard templates if you prefer to start from a ready-made layout.

Updated on: 03/11/2026