Create a dashboard
In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.
Before you begin
Role required: sn_align_core.apw_user
About this task
Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.
Procedure
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Navigate to Workspaces > Strategic Planning Workspace > Dashboards.
By default, the Execution Dashboard appears on the Dashboards page.
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From the dashboard header, select the More actions icon ([Omitted image "more-actions.png"] Alt text: More actions icon in the portfolio plan header.) and then select Create new.
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On the New dashboard window, fill the details.
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Enter a name for the dashboard in the Name field.
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Enter a brief description for the dashboard in the Description field.
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Select Create new dashboard.
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Result
The dashboard has been created.
What to do next
Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see Edit a dashboard.
Related topics
---
title: Create a dashboard
description: In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/strategic-planning/create-dashboard-spw.html
release: australia
product: Strategic Planning
classification: strategic-planning
topic_type: task
last_updated: "2026-11-06"
reading_time_minutes: 1
breadcrumb: [Use, Dashboards, Strategic Planning, Strategic Portfolio Management]
---
# Create a dashboard
In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.
## Before you begin
Role required: sn\_align\_core.apw\_user
## About this task
Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.
## Procedure
1. Navigate to **Workspaces** > **Strategic Planning Workspace** > **Dashboards**.
By default, the Execution Dashboard appears on the Dashboards page.
2. From the dashboard header, select the More actions icon \(\[Omitted image "more-actions.png"\] Alt text: More actions icon in the portfolio plan header.\) and then select **Create new**.
3. On the New dashboard window, fill the details.
1. Enter a name for the dashboard in the **Name** field.
2. Enter a brief description for the dashboard in the **Description** field.
3. Select **Create new dashboard**.
## Result
The dashboard has been created.
## What to do next
Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see [Edit a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/edit-dashboard-spw.md).
**Related topics**
[View a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/view-dashboard-spw.md)
[Duplicate a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/copy-dashboard-spw.md)
[Share a dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/share-dashboard-spw.md)
[Add a Platform Analytics dashboard](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/add-platform-dashboard-to-spw.md)
| title | Create a dashboard |
| description | In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/strategic-planning/create-dashboard-spw.html |
| release | australia |
| product | Strategic Planning |
| classification | strategic-planning |
| topic_type | task |
| last_updated | 2026-11-06 |
| reading_time_minutes | 1 |
| breadcrumb | UseDashboardsStrategic PlanningStrategic Portfolio Management |