How to add and build a custom dashboard

Sigma Computing, a business intelligence tool, is the tool we use for our Analytics dashboards, including custom dashboards. We use Sigma workbooks within Robin to create datasets and visualizations to build custom dashboards. 

Follow the steps below to learn how to add a new custom dashboard in Robin, and then use the Sigma resources provided to learn how to add datasets and visualizations to your custom dashboard. 

Add a new custom dashboard

1. From the Robin web dashboard, navigate to the Analytics tab. 

2. Click New dashboard in the top right corner. 

3. Enter a name for the dashboard.

4. Choose which folder (captured in the image above) you want your custom dashboard to live in: 

  • My documents-private folder.
  • Shared-shared folder that other users (with permission) can access.  

5. Click Save. 

6. Start building your first custom dashboard. 

Refer to Sigma's resources to learn how to use workbooks within the Robin custom dashboard builder:

 

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