--- title: Manage HerdSights Dashboards slug: pl-check-links/manage-herdsights-dashboards docTags: createdAt: 2026-02-23T07:45:20.484Z --- :::ExpandableHeading ### Required Permissions All users assigned to a role with User Management permissions can view this feature. Only users who are assigned a role with User Management permissions can edit data or customize settings. ::: HerdSightsdashboards include custom views of herd data to provide the insights your team needs to address your herd's specific needs. Whether you're aiming to improve the success of your breeding program, better support transitioning animals, or decrease infections, you can customize your dashboard as needed and easily adjust your views whenever your needs or goals change. ![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dYNc9jwHc1O51seAxGU6e_kpi-dashboard.png) :::hint{type="info"} **TIP: **Before you can [add](docId\:aSfI6P5RHeYNB2i9229R9) or [view](docId\:aSfI6P5RHeYNB2i9229R9) a HerdSights dashboard, you first need to define [Views](docId\:EUz3NKbKEETqBWtH4-Yn3) that include the herd data details that are important to you. Quickly add prebuilt views from the View Templates page, or build custom views from scratch! You can also speed up the process of building dashboards by customizing prebuilt views. See [Build a Custom View](docId\:EUz3NKbKEETqBWtH4-Yn3) to learn how to customize and edit your views. ::: Expand the sections below to learn more: ::::ExpandableHeading{indent="2"} ## View Dashboards After your views and dashboards are set up, you can check them whenever you need to track or measure specific details. Your dashboards refresh every 24 hours.  Follow the guidelines below when viewing your dashboards:  - Click **Show More Info** to open the data details in a new page. The data displays in a table format. ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/5LVVe67cUOOoJcogBD_jm_kpi-dashboard-details.png" size="100" isUploading="false" initialPath="../../../../Resources/Images/Platform/insights/KPI-dashboard-details.png" githubPath="Content/Resources/Images/Platform/insights/KPI-dashboard-details.png" position="flex-start" showCaption="false" indent="2"} Click the Options button ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/f4B7QP88BdagSwcbKiT8__options-green-small41x29.png" size="10" caption="Options button" alt="Options button" isUploading="false" initialPath="../../../../Resources/Images/icons/options-green-small_41x29.png" githubPath="Content/Resources/Images/icons/options-green-small_41x29.png" position="flex-start" showCaption="true"} at the top right of the page to edit, export, or delete your view. :::hint{type="info"} **TIP: **Export data for deeper analysis or to support record-keeping efforts. ::: See [Build a Custom View](docId\:EUz3NKbKEETqBWtH4-Yn3) to learn how to customize and edit your view. :::: ::::ExpandableHeading{indent="2"} ## Add and Manage Dashboards Follow the steps below to add and manage your dashboards: 1. Go to HerdSights** > **Views** > My **Views to make sure the views you need are available for your dairy. See [Build Views](docId\:EUz3NKbKEETqBWtH4-Yn3) to learn more about views. 2. Click the Options button ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/f4B7QP88BdagSwcbKiT8__options-green-small41x29.png" size="10" caption="Options button" alt="Options button" isUploading="false" initialPath="../../../../Resources/Images/icons/options-green-small_41x29.png" githubPath="Content/Resources/Images/icons/options-green-small_41x29.png" position="flex-start" showCaption="true" indent="2"} :::Paragraph{indent="1"} at the top right of the page and select **Create New Dashboard**. ::: 3. Provide a descriptive **Name** at the top left of the page. Then click **My **KPI Key Performance IndicatorViews to begin selecting the views for your dashboard. As you add views, the **Preview** on the right updates. 4. Drag and drop your views to set their order from top to bottom of the page. 5. When your dashboard is set to your liking, click **Save** at the top right of the page. 6. If you'd like, reorder your dashboards by dragging and dropping dashboard tabs. 7. If you no longer need a dashboard, click the Options button ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/f4B7QP88BdagSwcbKiT8__options-green-small41x29.png" size="10" caption="Options button" alt="Options button" isUploading="false" initialPath="../../../../Resources/Images/icons/options-green-small_41x29.png" githubPath="Content/Resources/Images/icons/options-green-small_41x29.png" position="flex-start" showCaption="true" indent="2"} :::Paragraph{indent="1"} and select **Delete Current **Dashboard.\:::ExpandableHeading\{customAnchorSlug="sm-add"} ::: ### Show me how to add a dashboard! :::Paragraph{indent="1"} \::: ::: ::File{src="https://api.qa.archbee.co/api/presign/zICxj0dnLereb6UUrBA3-/NeZ6c78I2U30yTJhlgb8B_showme-herdsights-createdashboard.mp4" label="Your browser does not support the video tag." initialPath="../../../../Resources/Multimedia/showme-HerdSights-createdashboard.mp4" githubPath="Content/Resources/Multimedia/showme-HerdSights-createdashboard.mp4" indent="2"} :::: ::::ExpandableHeading{indent="2"} ## Customize a Dashboard Follow the steps below to customize an existing dashboard: 1. Click the Options button ::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/f4B7QP88BdagSwcbKiT8__options-green-small41x29.png" size="10" caption="Options button" alt="Options button" isUploading="false" initialPath="../../../../Resources/Images/icons/options-green-small_41x29.png" githubPath="Content/Resources/Images/icons/options-green-small_41x29.png" position="flex-start" showCaption="true" indent="2"} :::Paragraph{indent="1"} at the top right of the page and select **Customize Current Dashboard**. ::: 2. Click **My**KPI Key Performance IndicatorViews and check or uncheck the views you'd like to add or remove from your dashboard. As you change which views are checked, the **Preview** on the right updates. 3. If necessary, drag and drop your views to set their order from top to bottom of the page. 4. When your dashboard is set to your liking, click **Save** at the top right of the page.\:::ExpandableHeading\{customAnchorSlug="sm-add"} ### Show me how to customize a dashboard! :::Paragraph{indent="1"} \::: ::: ::File{src="https://api.qa.archbee.co/api/presign/zICxj0dnLereb6UUrBA3-/kTVX2W0NBPq1XrFdGZLMq_showme-herdsights-customizedashboard.mp4" label="Your browser does not support the video tag." initialPath="../../../../Resources/Multimedia/showme-HerdSights-customizedashboard.mp4" githubPath="Content/Resources/Multimedia/showme-HerdSights-customizedashboard.mp4" indent="2"} :::: :::hint{type="info"} **NOTE: **HerdSights dashboards differ from your standard [Dairy Dashboards](docId\:mXG4WI4g09oyEsWsOO8pB) that are available in PULSE under the **Dairy** menu. ::: [\< Return to HerdSights OVERVIEW](docId\:IUy184tQBaHUUkIsJiS2i)