Podio

Building a Dashboard App in Podio

We’ve already covered how to Create Image Charts from report widgets. Most people add these to an app’s sidebar or to a workspace sidebar.

Now Podio users has the option to get a dedicated Dashboard “INSIDE” Podio. Something like this:

Dashboard App

It’s actually quite easily done.

  1. What you’ll need is a dedicated Dashboard App with 2-3 fields.

    • A Title (single-line text)
    • An Image
    • An optional Link

      Dashboard App

  2. Once you have your Dashboard App, create all the items you want shown that you will have charts for. For example:

    • Sales by Month
    • Proposal Pipeline
    • Help Desk Issues
    • Etc
  3. Navigate to GlobiFlow, and for each chart, add another destination, but this time specify an Item. This let’s you tell GlobiFlow which specific item and field to save the chart to.

    Dashboard App

  4. Once you’ve given all your charts a destination item in your Dashboard App, change the view of the Dashboard App to Badge:

    Dashboard App

    And voila! You now have a Dashboard in Podio:

    Dashboard App

Building a Dashboard App in Podio

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