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  • Getting Started
    • What is Canoa?
    • Navigating our Platform and Features
      • Features
    • Quick Start Guide
    • Keyboard Shortcuts
    • Begin with a Template
    • Arranging your Canvas Dashboard
  • Collect
    • How to create a furniture & accessories presentation
    • How to add Links into Canvas
    • How to add an Inspiration Image
      • Copy-Paste from Canvas to Canvas
      • Copy-Paste from Pinterest to Canvas
      • Copy-Paste from Miro to Canvas
      • Copy-Paste from your desktop to Canvas
    • How to start a Canvas from a Drawing
    • How to start a Canvas from Public Catalogs
    • How to add a Product from the Public Catalogs
    • How to search for Products
    • How to create Custom Products
    • How to use Canoa AI
    • Understanding and using Products
    • How to format data with CanoaGPT
    • My Catalog
      • Working in Table view
        • Navigating the Table view
        • How to import your product data
          • How to import 2D vector data (drawings)
            • Best practices for uploading vector data
          • Best Practices for Data Formatting
        • How to edit your product data
    • Integrations & Compatibility
      • Working with Pinterest
      • Working with CET
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  • Design
    • How to create collages & vignettes for your presentations
    • How to duplicate Images
    • How to add Text
    • How to add Custom Colors
    • How to use the Drawing Tools
    • How to Import and Scale floor plans
    • How to Use the Walls Tool
    • How to draw an Area
    • How to Use the Markup Tool
    • How to Use the Dimension Tool
    • How to use Frames
    • How to organize your Canvas with Frames
    • How to create a Product List
    • How to use the Product Side Panel
    • How to adjust your Product Card view
    • How to use Dashboards
      • Creating a Dashboard
      • Editing the Dashboard settings
      • How to use Areas in a Dashboard and Product List
    • How to design with second life products
    • How to design with generic products
  • Share
    • How to share your Canvas
    • How to invite team members to collaborate
    • How to provide Comments
    • How to use Presentation Mode
    • How to download a Product List
      • How to export a SIF file from Canvas
        • Customizing SIF Export Field Mappings
      • How to bring your Product List data into Microsoft Excel
      • How to bring your Product List data into Google Sheets
      • How to bring your Product List data into Airtable
      • How to bring your Product List data into AutoCAD
      • How to bring your Product List into your Revit model
    • How to export data from a Dashboard
    • How to export or print your Canvas
      • How to export or print your Canvas with Frames
    • How to embed a Canvas
      • How to embed a Canvas into Notion
      • How to embed a Canvas into Squarespace
      • How to embed a Canvas into Webflow
    • How to share products from My Catalog (Gallery)
    • How to share custom products from My Catalog (Table)
    • How to export your product data from My Catalog
      • How to export a SIF file from My Catalog/Table View
  • For Brands
    • Before you start publishing
      • Application to Publish a Brand Catalog
    • Identify What Data You Want to Share
    • Format your data for upload
    • Setting up product backlinks
    • Upload product data in bulk
    • Maintaining your data over time
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  • Support
    • Managing your account
      • How to create an account
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      • How to switch between accounts
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    • FAQs
      • Does Canoa work on mobile?
      • How does the carbon estimator work?
    • 🛶Canoa University
      • 🪢Implementing your Onboarding Program
        • 💻Accessing your Canoa Account
      • 🗃️Collect: Inspiration & Custom Products
      • 🎨Design: Mood Boards & Presentations
      • 📐Design: Space Planning in Canvas
      • 🏗️Products Lists, Budgets & Dashboards
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On this page
  • What are Dashboards?
  • Why use Dashboards?
  • How to add a Dashboard:
  • What do to with your Dashboard:

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  1. Design
  2. How to use Dashboards

Creating a Dashboard

This article will walk you through the steps of how to create a Dashboard within Canvas, taking your mood board to specification and better managing furniture schedules, budgets, and milestone dates.

What are Dashboards?

Dashboards, also known as projects, allow you to focus on the management and scheduling part of the design process so that everyone is aware of a project's scope, progress and status. You can create a budget, Product List (furniture schedule), and mark milestones all in one place within the Canvas to make sure your project stays on track. Adding a Dashboard within your Canvas also allows you to track your embodied carbon. With Dashboards, you can easily organize and manage a project's scope of work - all in one place.

Why use Dashboards?

Add a Dashboard into your Canvas in order to capture and easily present the following information:

  • The Project's Name

  • Furniture Specification (Product Lists)

    • Lists are customizable and filterable

  • Address information with a live Google Maps view of your project's location

  • Gross Area sq ft

  • Plannable Area sq ft

  • Total Budget - with a Discount percentage and a Markup percentage

    • You can edit pricing per item by adding in custom discounting and a markup to show net discounting

    • You can decide to show or hide the project subtotal price

  • Carbon Estimate

  • The percentage of second-life items you are designing with

  • Cost per Square Foot

  • Milestone Dates in a timeline format

How to add a Dashboard:

On the toolbar, click Add a Dashboard to then place one inside the Canvas you are working on. The Dashboard reads the entire Canvas initially, but don't worry - you are able to filter and manipulate what you want it to read.

  1. Open or create a Canvas.

  2. Reference the top Toolbar, and click Add a Dashboard.

  3. A grey rectangle will hover with your cursor. Place your Dashboard in your Canvas wherever you would like it to live. You can always move your Dashboard around the Canvas at a later time.

What do to with your Dashboard:

Now it's time to edit and customize your dashboard with all your project details.

  • To edit the Dashboard settings, click on the Gear icon in the upper right hand corner of the Dashboard. A side panel window will pop-up on the right side of your screen to edit all the fields inside the Project.

    • Click on the Arrows to expand the editable fields, which are Address, Budget & Pricing, Square Footage, Milestones, and Column Settings.

    • While in the Dashboard settings, add Milestone dates that will then activate the Milestone widget at the bottom of your Dashboard. After you add a few milestones - like Kick Off Meeting, Order Ship Date, and Delivery & Install days - you can scroll horizontally on a timeline to compare those due dates to today.

  • Outside of Dashboard settings, click on the Filter button and the different product view icons to further control what is included in the Product List portion of your Dashboard. The Product List is located on the left-side of your Dashboard and is interactive.

    • You can edit the List columns under Column Settings in the Dashboard settings side panel.

  • Click the Export Selection button at the bottom of the Dashboard (when activated) to export your Dashboard.

    • You can choose to export this work into a PDF, JPEG, or PNG.

    • If you select to export to a .CSV file, a product list, with all the products' data, will be emailed to you directly.

Read more about the Product List feature and how to customize it in depth here:

Resize your Dashboard by clicking the corners or dragging out the sides.

Continue reading the next articles to learn how to utilize Areas to better manipulate and further detail your Dashboard and Product List.

PreviousHow to use DashboardsNextEditing the Dashboard settings

Last updated 22 days ago

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Start designing with Products library to for a new project or client. (A.k.a. put some furniture into your Canvas for the Dashboard to capture and showcase).

create a collage or vignette
How to create a Product List
How to draw an Area
The Dashboard icon in the toolbar
When you first drop in a Dashboard into your Canvas, it will read every product in your Canvas.
Finding your way around a Project inside your Canvas.
The widgets in the Project are interactive as you enter in the details.