Placeholder Cards

*Dashboard Editors Only*

On some out of the box dashboards, you will see a Placeholder Card, which means we prepare a place in the dashboard for a card that would be most beneficial in that spot, but doesn't come out of the box because it needs to be customized to your business process or data. Our Dashboard Guides will provide the type of card we consider a best practice to fill that spot on your dashboard.

Typically placeholder cards will live where we recommend a:

• Goal (by Time) Card

• Goal (by Person) Card

• Movement Card

• Progressions Card

• Waterfall Card

You can click on any of the card types above to learn how to create this type of card. Once the card is created to best fit your business, simply replace the "Placeholder" card on the dashboard.

If you run into any issues, please contact support.