Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

You can create an easy-to-navigate and visually appealing dashboard that can be published on a public website.

- From the Control Panel click on **Documents**
- Select **Dashboards**
- Click **New Dashboard**
  - You will be presented with an onboarding Wizard if this is your first time setting up a Dashboard.

- Under **Template Name**, enter the name of the new template, in this example, ‘Upward Airlines Dashboard’.
- Under **Logo**, you can either Drag and Drop an image or use the option Choose File
- Under **Link**, enter how the link is going to be generated, in this example, ‘upwardairlinesdashboard’.
  - The URL will be automatically generated “https://upwardairlines.clearpoint.site/upwardairlinesdashboard"

- Navigate to the **Content tab**
- Select the **Scorecards** to be included in your **Dashboard**
- You will be prompted to **Save** before continuing
  - You will be presented with a message requesting you to configure a dashboard hostname, if you haven’t already.

- Navigate to the **Design tab**
- Select the **Dashboard Typeface** from the dropdown menu
- Select the text size from the **Dashboard Text Size**

- The following fields will help you enter
  - **Dashboard Title**
  - **Organization Name**
  - **Welcome Text**
  - **Scorecard Heading**

Click the "Edit a Dashboard Title" field.

Click the "Enter an Organization Name" field.

Click "This is your real-time portal to monitor operations, analyze trends, and make informed decisions."

This is your real-time portal to monitor operations, analyze trends, and make informed decisions.

Click the "Enter a Scorecard Heading" field.

- Under **Scorecard Settings** you can change
- The icon that displays to the left of the **Scorecard Name**
- You can also add a description by clicking the **Plus icon**

- Under **Color Set** you can select
  - You can select your own colors to keep it consistent with your brand standards
  - We have some **Ready-made palettes** ready for you

- Navigate to the **Schedule tab**
- Click on the **Plus icon** under Schedule List
- Under **Schedule Name**, you will find a prepopulated name that you can edit
- Select the **First Run Date**
- Choose the **Run Time**

- Mark the checkbox next to **Recurrence** if you want to set a recurrence
- In this example we are going to choose
  - **Repeats** Monthly
  - **Every** 1 Month
  - **The First Monday**
  - Set an **End By Date** if applicable
  - Click **Save** to confirm your selection
- Once you are done with your changes, click **Save**

- From the Control Panel click on **Documents**
- Choose **Dashboards**
- Locate the **Dashboard** you are going to be working with

- Click the **three dots icon** next to a Dashboard and the following options will be displayed
  - **Publish Dashboard**, this option allows you to Publish or Republish your Dashboard to fetch the most up to date information.
    - This option allows you to select the Reporting Period you want to publish
  - **Edit Template**, you can edit your Dashboard template with this option.
  - **Duplicate Template**, you can duplicate your template and modify it to your convenience.
  - **Delete Template**, this option will allow you to delete your template.
  - **Link Dashboard**, a new tab will open directing to your dashboard

- Click the **expand icon** next to the three dots icon
- You will find a **revision history** of the Published dashboards, you can Delete previously published versions from here
  - Deleting all versions will unpublish the Dashboard and take it to a Draft mode until you Publish again

- Click the **three dots icon**
- Select **Edit Template**
- In this example, we are going to change the **Scorecard** this Dashboard is referring to, but you can make any changes by navigating through the different tabs
- Once you are done with your changes, click **Save**

Important: Remember that you are editing the Dashboard Template, you will have to Publish your changes to see them reflected.

Exporting and Publishing - Dashboards

Adding a Dashboard

Managing Dashboard Templates

Editing a Dashboard