How to Customize Dashboard Branding

Dashboard branding helps you create professional, client-ready reports that reflect your company's visual identity. Use these options when preparing dashboards for client presentations or internal reporting that requires brand consistency.

Before You Start

• Have your company's RGB color codes ready
• Have your logo file ready for upload (PNG or JPG format recommended)

Customizing Tile Colors

Big Number Tiles

1. Click + Add Tiles in the upper left and select a Big Number tile.
2. Click the Action button on the tile (upper right corner).
3. Select Settings and choose Color.
4. Enter your brand's RGB values using the custom color selector, or select from the preset colors.
5. Click Save to apply.

Color Blocks Using Rich Text

1. Click + Add Tiles in the upper left and select a Custom Text Box tile.
2. Click the Action button on the tile.
3. Select the background color option.
4. Enter your RGB code using the custom color selector.
5. Leave the text field empty to display a solid color block, or add content to show text within the block.
6. Click Save to apply.

Setting Up Brand Assets

Upload Your Company Logo

1. Click Settings in the side navigation bar to open Project Settings.
2. Select Brand from the left-hand menu.
3. Under Logos, click Upload Image beneath either:
   • Client Logo — for your client's branding
   • Workspace Logo — for your own company branding
4. Choose your logo file and confirm the upload.
5. Click Save to apply.

Modify Dashboard Fonts

1. In the Brand settings, scroll down to the Font section.
2. Select your preferred font from the dropdown. This font will be shown in your payment letters.
3. Click Save to apply.

Creating a Custom Cover Page

1. Add a new Rich Text tile to your dashboard.
2. Resize the tile to span the full-page width.
3. Click the Action button on the tile and select Edit text.
4. Click the table icon to add a table with your desired number of columns and rows.
5. In each table cell, add your content — company name, project details, images, logos, or contact information.
6. Customize fonts and formatting within each cell.
7. Click Save when your cover page is complete.

Finalizing Your Branded Dashboard

1. Review your cover page layout — any tile arrangement changes are autosaved.
2. Build your dashboard content from page 2 onwards.

Set Report Orientation (Optional)

1. Click the Action button in the top-right corner of your dashboard.
2. Select Settings and choose Portrait from Print Orientation to switch from landscape layout.
3. Allow dashboard elements to rearrange automatically.

Troubleshooting & FAQs

Q: Why don't my colors match exactly?

Double-check your RGB values and use the custom color selector rather than preset options.

Q: Why does my logo appear pixelated?

Upload a higher resolution image file (minimum 300px width recommended).

Need Help?