Local Business Pro
Local Business Pro
How-To GuideIntermediate5 min read

Step-by-Step: Creating Custom Dashboard Charts

Create custom charts on your Local Business Pro dashboard to track specific metrics that matter to your business.

Quick Answer: Scroll to the Custom Dashboard section, click Add Chart, choose your chart type, select the data to display, configure options, and save. Your custom chart appears on your dashboard.

What You'll Learn

Custom charts let you track specific business metrics beyond the default dashboard. Create visualizations for revenue trends, service popularity, or any data important to your operations.

Creating a Custom Chart

  1. Navigate to Conversations > Dashboard
  2. Scroll down to the Custom Dashboard section
  3. Click the Add Chart button
  4. Step 1: Choose chart type (bar, line, pie, number, table)
  5. Step 2: Select what data to display
  6. Step 3: Configure display options (colors, labels)
  7. Step 4: Name your chart descriptively
  8. Click Save to add to your dashboard

Chart Types and Best Uses

  • Bar Chart - Compare categories (services, sources)
  • Line Chart - Track trends over time (revenue, call volume)
  • Pie Chart - Show proportions (service mix, lead sources)
  • Number - Display a single key metric
  • Table - Show detailed data rows

Frequently Asked Questions

Q: How many custom charts can I create?
A: You can create multiple custom charts. Arrange them by dragging to reorder.

Q: Can I edit a chart after creating it?
A: Yes, click the menu on any chart to edit or delete it.

Bizzy Bot

Bizzy Can Do This For You

Instead of doing this manually, just tell Bizzy:

"Help me create a custom chart"

Or navigate to: Conversations > Dashboard

Tags:

dashboardcustom-chartsanalyticsvisualizationhow-to

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Last updated: February 1, 2025