Insights & dashboards

# Build your own dashboard

Compose personal dashboards from the views you use most, arrange and resize the tiles, and share a dashboard with your platform.

Updated 5 October 2026

**Who can do this:** The customDashboards platform feature. Internal users only.

With **My dashboards** you put the views you use every day side by side on one page. For example: the map, the plan board, your to-dos and your notifications. Each dashboard is a grid of tiles (widgets). You can have several dashboards, choose one as your home, and share a dashboard with everyone on your platform.

## Before you start

* **My dashboards** appears in the side menu only when your platform has this feature switched on.
* You can only add widgets for views you can already use. For example, the invoice widgets need the financial feature and invoice permission.

## Create a dashboard

1. Open the side menu (☰, top right) and choose **My dashboards**.
2. Click the **+** after your dashboard tabs, or **New dashboard** if you have none yet.
3. Enter a **Name** and, if you like, a **Description**.
4. Switch on **Make this my home** if this dashboard should open by default.
5. Switch on **Share with the platform** if everyone on your platform should be able to open it.
6. Click **Save**. The new, empty dashboard opens.

## Add and arrange widgets

1. Click **Edit layout**.
2. Click **Add widget**.
3. Choose a widget in **Add a widget**. The new tile is added to the grid.
4. Drag a tile by its title bar to move it.
5. Drag the corner handle (**Drag to resize**) to make a tile bigger or smaller.
6. Click the settings icon on a tile to give it your own **Title (optional)** or to change its options, then click **Save**.
7. Click the close icon on a tile (**Remove widget**) to take it off the dashboard.
8. Click **Save** to keep the layout, or **Cancel** to undo all changes since you clicked **Edit layout**.

On a narrow screen, such as a phone, the tiles are stacked in one column and the layout cannot be edited. Use a wider window to change the layout.

## Available widgets

| Category      | Widgets                                                                                                         |
| ------------- | --------------------------------------------------------------------------------------------------------------- |
| Planning      | **Map overview**, **Planboard**, **Planner**, **Watchtower**, **Route planner**, **Optimizer**, **Marketplace** |
| Operations    | **Today at a glance**, **Transport orders**, **Todo**, **Exceptions**, **Alerts**, **Calendar**                 |
| Communication | **Notifications**, **Emails**                                                                                   |
| Financial     | **Invoices**, **Pending approvals**, **Quotes**, **Transactions**                                               |
| Management    | **Insights**, **Operational**, **Financial**, **Fleet FMS**                                                     |

Only the widgets your role and platform features allow are listed. For example, **Alerts** needs the alerts feature and the alert permission. It lists the open alerts of your platform, newest first, and updates live; use **View & fix** to open the record, or **Ignore** or **Solved** if your role allows it. Some widgets have options in their settings: **Invoices** and **Quotes** have a **Direction** (outgoing or incoming), and **Insights** has an **Insights view** (Insights, Reporting or AI assistant).

## Switch, change and remove dashboards

* Click a dashboard's tab to open it. A house icon marks your home dashboard; a group icon marks a shared dashboard.
* Click the settings icon (**Dashboard settings**) to change the name, description, sharing or home setting.
* Click **Duplicate into my dashboards** to make your own copy, for example of a shared dashboard you want to adjust.
* Click the bin icon (**Delete dashboard**) and confirm with **Remove** to delete it.

## Shared dashboards

Everyone on the platform can open a shared dashboard. Only its owner and administrators can change or delete it. Other users can duplicate it and change their own copy.

Do not confuse these dashboards with public [widgets](/en/help/widgets), which you embed on your own website for customers.

## Related articles

* [Use the dashboard and its tabs](/en/help/dashboard-views)
* [Use the operational management dashboard](/en/help/management-dashboards)
* [Run a report on the Insights tab](/en/help/insights)
* [Embed a widget on your website](/en/help/widgets)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/custom-dashboards