> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/basics/dashboards/create-a-dashboard-new-experience.md).

# Create a dashboard

{% hint style="info" %}
You are viewing documentation for the new dashboards experience. [Understand the changes](/basics/dashboards/dashboards-new-experience.md)
{% endhint %}

{% embed url="<https://phocassoftware.wistia.com/s/654papm7zl1k3sl>" %}
Create a dashboard
{% endembed %}

### Create a dashboard directly

You can start creating a dashboard from several places in Phocas:

* **On your Phocas homepage**: Click the **Dashboards** tab, then click **Create dashboard**.<br>

  <figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2FvI6IxYr6OTOT0z3c5UNS%2Fimage.png?alt=media&amp;token=ffe52893-056a-48f8-9d26-49935d56906e" alt=""><figcaption></figcaption></figure>
* **In the navigation menu**: Click **Dashboards**, then click the **New dashboard +** button at the top of the panel.

  <div align="left"><figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2Ffc4DsqzqOdbghuynULEO%2Fimage.png?alt=media&amp;token=49fedd5c-223d-46bf-9db2-a9779c86b675" alt="" width="375"><figcaption></figcaption></figure></div>

Select **New** at the top right if it isn't already selected. This is selected by default when you've turned on **New experience**.

<figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2FTYvJPTFeG9SKl7p4sU0u%2Fimage.png?alt=media&amp;token=fe46b235-fb88-458f-9f71-e9fbbf71d660" alt=""><figcaption></figcaption></figure>

You can then choose to create a blank dashboard or create a dashboard from a template.

#### Create a blank dashboard

Start with an empty dashboard and add your own sections and widgets. **Blank** is selected by default.

1. Enter a **Name**.
2. Add a **Description**, if needed.

   The description appears under the dashboard name on the homepage and helps people understand what the dashboard contains.
3. Click **Create**.
4. Proceed to [edit the dashboard](/basics/dashboards/edit-a-dashboard-new-experience.md) (add content in the form of sections and widgets, and edit the format), then publish it.

#### Create a dashboard from a template

Choose from ready-made dashboard templates.

1. Select **From template**. The template gallery opens.

   <figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2FxrhOlNanST6UiKO53DgF%2Fimage.png?alt=media&amp;token=218f467b-0849-4d25-af97-c2274cec9892" alt=""><figcaption></figcaption></figure>
2. Click **Preview** on a template to open it and review its sections and widgets.\\

   <figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2FZLwfh1sjlvCFrpJcTk2e%2Fimage.png?alt=media&amp;token=2335cf23-82e2-4ad3-82a4-561f8bd6a7ba" alt=""><figcaption></figcaption></figure>
3. Proceed as required:
   \*
   Click **Continue** to continue using the template.
   * Click **Back** to return to the template gallery, or **Cancel** to close the window without creating a dashboard.
4. If you selected **Continue**, on the **Configure** screen, select the data to use in the template's widgets.
   * For each item (such as Database, Streams, Periods, Measures, or Dimensions), select the matching item from your own data.&#x20;
   * A banner at the top of the window shows how many widgets will be created with your current selections, and updates as you complete each field.&#x20;
   * If the template uses more than one database, complete each step shown at the top of the window (for example, 1. Financial and 2. Sales), using **Next** to move between steps.<br>

     <div align="left"><figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2F8tlXn6nYKd975zT4Dm2c%2Fimage.png?alt=media&amp;token=c570fe35-17e7-4910-a77f-665bf93ddb61" alt="" width="563"><figcaption></figcaption></figure></div>
5. Click **Save and finish**. The new dashboard opens in [edit mode](/basics/dashboards/edit-a-dashboard-new-experience.md) where you can make further changes before publishing.<br>

   <figure><img src="https://900295827-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F7pj8v25BOyqZTdG5mdD1%2Fuploads%2F13t701tqxPwykUwxIW3c%2Fimage.png?alt=media&amp;token=ebf9c986-5b92-4255-94be-748c18fb4db1" alt=""><figcaption></figcaption></figure>

### Create a dashboard from Analytics

You can also create a new dashboard when you select **Add to dashboard** in the chart builder.

See [See your data in a chart](/analytics/explore-your-data/see-your-data-in-a-chart.md).


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