> For the complete documentation index, see [llms.txt](https://docs.captisa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.captisa.com/guides/dashboards.md).

# Dashboards

![](/files/SAE34PSTX5dkk3Ywj9c9)

Captisa Forms **dashboard** is an information management tool that visually tracks, analyzes, and displays key performance indicators (KPI), metrics, and key data points to monitor the health of a business, department, or specific process. They are customizable to meet the specified needs of a department and company.

### Create Dashboard

1\. Go to `Settings`

![](/files/IBtOUBn3fV8g7sgUc4h7)On the navigation menu, click `Dashboards.`

![](/files/Ahtnl12bMiOhrvIg20vT)Click `Add` button.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-create.png)

2\. Dashboard Setup

![](/files/IBtOUBn3fV8g7sgUc4h7)Select dashboard template. 

![](/files/Ahtnl12bMiOhrvIg20vT)Enter dashboard name. 

![](/files/6SdVOihSJu2jhWvNj3ar)Click on Create button.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-select-template.png)

3\. Select the new dashboard and then click on the Edit button.

### **Chart Widget**

1\. Add Chart Widget

![](/files/IBtOUBn3fV8g7sgUc4h7)Select `Cog` button. 

![](/files/Ahtnl12bMiOhrvIg20vT)Select `Chart.`

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-add-chart.png)

2\. Chart Settings

![](/files/IBtOUBn3fV8g7sgUc4h7)Enter chart name.

![](/files/Ahtnl12bMiOhrvIg20vT)Select a form. 

![](/files/6SdVOihSJu2jhWvNj3ar)Select a chart.

![](/files/NZCxEbYqsZYcly85BvBF)Select filters. You can select one (1) or more filters, which is helpful when you want to switch between filters while viewing the chart.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-define-chart-dashboard.png)

### **Table Widget**

1\. Add Table Widget

![](/files/IBtOUBn3fV8g7sgUc4h7)Select `Cog` button. 

![](/files/Ahtnl12bMiOhrvIg20vT)Select `Table.`

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-add-table.png)

2\. Table Settings

![](/files/IBtOUBn3fV8g7sgUc4h7)Enter table name. 

![](/files/Ahtnl12bMiOhrvIg20vT)Select a `form.` 

![](/files/NZCxEbYqsZYcly85BvBF)Select `views`. You can select one (1) or more filters, which is helpful when you want to switch between views while viewing the table. 

![](/files/pHgymNrBBfYKSUvW6xLG)Select `filters`. You can select one (1) or more filters, which will help you when you want to switch between filters while viewing the table.

![](https://s3.us-west-1.wasabisys.com/captisa-images/dashboard-create-define-table.PNG)

### Try it out

{% embed url="<https://secure.captisa.com/account/login?email=demo.user%40test.com&passw=%40Demo123>" %}