The Motive Analytics Dashboards act as a centralized hub for reporting, grouping multiple reports into a single Dashboard view. Users can customize dashboards by pinning reports, applying filters for deeper analysis, and organizing layouts to focus on the most relevant data.
| Note: Motive Analytics is currently a beta release, which means it isn't accessible for all customers yet. |
Overview
Dashboards empower teams to monitor performance, uncover insights, and make informed decisions—all in one place. With dashboards, you can:
- View and organize data: Combine multiple answers in a single dashboard to see related insights side by side.
- Customize layouts: Pin, resize, and move answers across tabs to emphasize key metrics.
- Filter results: Apply dashboard-level filters to update all visualizations at once for deeper analysis.
- Collaborate and share: Add notes or export dashboards in PDF format so stakeholders can easily review and act on insights.
Viewing Existing Dashboards
1. Log in to the Fleet Dashboard and click Analytics.
2. Click Browse.
3. Select the desired dashboard from the list
| Note: The 4 box icon represents dashboards while the page icon represents an answer. |
4. To explore the pre-built answers and dashboards, use the Created by filter and select Motive.
Creating a Dashboard
1. Log in to the Fleet Dashboard and click Analytics.
2. Click the Create dropdown.
3. Click Create Dashboard.
4. The Create Dashboard box displays. Use the Name and Description fields to add details
5. Click Create.
6. Once the dashboard is created, follow these steps to Create Answer or click Browse Answers.
7. In Browse, the Type filter is automatically set to Answer select the desired answer.
8. Click Pin.
9. Once the answer is pinned, the confirmation message displays.
Pinning a Dashboard
1. In the Analytics hub, click + Add Dashboard.
2. A slider displays all the created Dashboards on the right-hand side. Select the required Dashboard.
3. Click Save.
4. The Analytics screen displays the Summary of the selected Dashboard’s analytics using multiple graphs.
5. To change the selected Dashboard, click the downward arrow.
6. Click Manage to change the selection.
7. To pin multiple dashboards, check the desired boxes and click Save.
8. To rearrange the pinned dashboards, click Manage.
9. Click the 6 dot icon to rearrange the dashboards and click Save.
Adding a new Dashboard Tab
A fleet with a Dashboard with multiple sections can be organized into separate tabs. For example, fleets can have a tab for high-level measures and another for detailed data. To add or organize tabs:
1. Follow steps 1 from the section above.
2. Select the desired dashboard from the list.
3. Select Edit from the Edit dropdown menu.
4. Click + Add tab.
5. The Create new tab pop-up displays; Enter tab name and click Confirm.
6. Click Save.
Making a Dashboard Copy
1. Log in to the Fleet Dashboard and click Analytics.
2. In Browse, select the three dots next to the desired Dashboard and click Make a Copy.
3. Describe your Dashboard pop-up displays. Edit the Name and Description.
4. Click Save.
5. A pop-up message indicates a copy is successfully created.
Reordering Answers in a Dashboard
1. Log in to the Fleet Dashboard and click Analytics.
2. Select the desired Dashboard to edit.
3. Click Edit from the dropdown.
| Note: Dashboards created by Motive cannot be edited; users need to create a copy and edit the copy. |
4. Hover over the answer that is required to move, and click the drag handle that appears at the top of the visualization.
5. Drag and drop the visualization to its new position on the Dashboard.
Adding a Dashboard Filter
Dashboard filters can be applied to multiple answers, making it easier to narrow the view for different use cases or audiences without manually filtering each answer separately.
1. Follow steps 1, 2, and 3 from the section above.
2. Click Add Filters.
| Note: If the Edit button is gray, contact the Fleet Admin or Dashboard owner to enable editing permissions. |
3. Click the filter icon next to the filter name in the sidebar.
4. Click the filter icon next to the desired filter in the Add filter column.
5. The selected filter displays a pop-up. In the Default values section, click + Add condition, and add the values that are required to be included in the filtered view.
6. Click Apply.
7. Click Save.
| Note: If the column contains more than 500 values, use the search bar to find specific values. |
Once applied, the filter updates all answers in the dashboard.
Resizing Answers in a Dashboard
1. Follow steps 1, 2, and 3 from the section above.
2. Hover over the lower-right corner of the answer, then click and drag to resize it manually.
3. Alternatively, click the three dots in the answer.
4. Select from the preset size options to quickly adjust the answer’s dimensions.
Moving Answers to Another Dashboard Tab
If the Dashboard contains multiple tabs, fleets can move visualizations between tabs to better organize the data.
1. Follow steps 1, 2, and 3 from the section above.
2. Click the three dots in the answer.
3. Click Move to tab.
| Note: This option is unavailable if the Dashboard has only one tab. |
4. Select the tab from the list and click Move.
5. Click Save in the top right corner.
Deleting an Answer from a Dashboard
If an answer is no longer needed on a Dashboard, it can be removed.
| Note: An answer cannot be deleted from dashboards created by Motive. To customize a Motive-created dashboard, make a copy and then edit that copy. |
1. Follow steps 1, 2, and 3 from the section above.
2. Click Delete to remove the answer from the dashboard.
Adding a note to a Dashboard
Notes assist with further customization by adding clarifying context, notes, and reminders, and action plans for trends in a Dashboard.
1. Follow steps 1, 2, and 3 from the section above.
2. Click Add note.
3. Fill in the information in the note area. Formatting options include bullet point lists and hyperlinks.
4. The note can be resized, and its placement can be shifted. Hover the cursor over the bottom right corner of the note to resize it and drag it to the desired location.
5. Click Save.
Exporting Dashboards
Dashboards can be exported in a PDF format, ensuring an easy way to share information with stakeholders and team members.
1. Follow steps 1 and 2 from the section above.
| Note: Click Create Dashboards to create a new Dashboard. |
2. Click Export as PDF.
3. Use the Format, Layout, Select tabs, and Branding to customize the answer.
4. Click Download.
FAQs
What is a dashboard, and how does it work?
A dashboard is a collection of answers displayed together in a single view, providing a comprehensive overview of key metrics and trends. Dashboards help users monitor performance, track insights, and make data-driven decisions.
How do I add or remove answers from a dashboard?
Follow this article to add or remove answers from a dashboard.
Can I create multiple dashboards?
Yes, you can create multiple dashboards to organize and monitor different aspects of your fleet data.
How do I share a dashboard with my team?
You can export dashboards in PDF format for sharing with stakeholders and team members.
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