Create a Trend Town dashboard

You will build a dashboard and add charts to it.

AdminSite ManagerPro

What you'll need

  • A Pro seat (or a Pro trial).
  • Admin or Site Manager role.

Steps

  1. 1

    Open Trend Town and select New dashboard.

    Trend Town — New dashboard highlighted1
  2. 2

    Enter a Title, for example Wadeville monthly SHEQ, and a Description.

    New dashboard — Title and Description highlighted2
  3. 3

    Choose a Dashboard type: Custom (org-wide), Site-based or Individual-based.

    New dashboard — Dashboard type highlighted3
  4. 4

    Select Create dashboard.

    New dashboard — Create dashboard highlighted4
  5. 5

    Select Add chart.

    Dashboard editor — Add chart highlighted5
  6. 6

    Under Metric, choose Overdue count to chart how many actions are overdue each month.

    Chart setup — Data source, Metric and time bucket highlighted6
  7. 7

    Choose the Chart type and select Add chart.

    Chart setup — Chart type and Add chart highlighted7
  8. 8

    Drag a chart by its handle (⠇) to move it.

    Dashboard editor — drag handle highlighted8
  9. 9

    Drag the bottom-right corner of a chart to resize it. The layout saves automatically, and you'll see Saving… then Saved.

    Dashboard editor — chart corner and Saved highlighted9

Tip

To change the period a chart covers, select the pencil on the chart and pick a date preset in its setup.

What's next

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Updated 13 Oct 2026