Skip to main content

 

Planview Customer Success Center

Stage 6. Create the dashboard

  1. Click Add > Insight > Dashboard.
  2. Click Edit Dashboard.
  3. Click the section diagram that contains a single section.
  4. In the text field of the new section, enter the title of the bubble chart:

    Business Value vs. Investment.

  5. Click Add Widget.
  6. In the Configure Widget dialog box:
    1. Click Worksheet.
    2. Enter a title and description.
    3. In the Worksheet field, select Core Banking Systems Bubble Chart.
  7. Click Accept Changes.