Quickstart guide to Dashboard Hub Pro

Quickstart guide to Dashboard Hub Pro

Create your first dashboard in minutes

This page walks you through the setup step by step, from an empty dashboard to a shared view of your important Jira data. This example uses three gadgets. You can use any gadget that is compatible with your datasource, or a utility gadget, like Rich Text, that doesn’t need source data.

Before you begin: A Jira administrator installs Dashboard Hub Pro on a Jira instance. The instance it's installed on is the default datasource, so your data is ready to use with no setup, and any user can complete the steps below without administrator permissions. See Installation if it isn't set up yet.


Step 1: Open Dashboard Hub

In the left sidebar in Jira, select Apps > Dashboard Hub. This is the home for all your dashboards, where you'll view, create, and manage them.


Step 2: Create a blank dashboard

  1. Option A: If this is the first time you open Dashboard Hub, click Create dashboard on the Get started page.
    Option B: In Dashboard Hub, click More actions (…) in the top right, then select Create dashboard.

  2. Enter a name for your dashboard, for example, My first dashboard.

Why create from scratch? You can start from a template, but some templates pull data from other tools like Bitbucket or Statuspage, which you need to connect first. Building from scratch on your default Jira datasource is the quickest way to a working dashboard.


Step 3: Add gadgets

  1. Click Add gadget at the top of the dashboard, or Browse all.

    The create a new dashboard page in Dashboard Hub
  2. Click Select multiple to add more than one gadget at a time.

  3. Select Show only compatible datasource to ensure only compatible gadgets are available.

    The gadget selector in Dashboard Hub with the Select multiple and Show only compatible datasource options selected
  4. Select two or three gadgets, depending on the data you want to visualize. In this example, we select Jira Custom Charts, Progress Tracker, and Rich Text.

  1. Click Add gadgets.

Concept · Gadget. A gadget is a single chart, table, or report on your dashboard. You can choose from over 90, and we regularly add new ones.


Step 4: Choose the data to display

You configure each gadget's visualization, even when you start from a template.

Most gadgets have two parts to configure: what it shows (the data) and how it looks (the visualization). Complete both parts for each gadget on the dashboard.

  1. Click Config on the Jira Custom Charts gadget. This is the most versatile gadget.

  2. The gadget name displays by default, but you can change it so it is more meaningful to you and your team.

  3. Your data is already connected. The instance where Dashboard Hub is installed is your default datasource, called This Jira instance.

  1. Most gadgets use JQL queries or saved filters to determine the work items used to build the report. If your instance has a large number of work items or spaces, add a JQL query or select a saved JQL filter to narrow the number of work items to load; query a specific work type, assignee, or space, for example, project = Birch.

  2. Click Load.

    The Jira Custom Charts gadget configuration page in Dashboard Hub

Concept · Datasource. A datasource is where a gadget gets its data. Dashboard Hub automatically reads the Jira site it's installed on, so you don't need to set anything up to get started. Want data from somewhere else later, like another Jira site, BigPicture, Bitbucket, or somewhere else through any REST API? You can add more datasources anytime, but you don't need to right now.


Step 5: Choose how to view the data

  1. View Type: Depending on the selected gadget, you have different visualization options. For the Jira Custom Charts gadget in this example, select Pie Chart.

  2. Chart By: Choose how to segment the data. Here, we use Issue Type.

  3. Keep the default Aggregation Field and Aggregation options.

  4. (optional) If you want to include a statistic in the rendered gadget, select an option under Show statistics. In this example, we select Total Work Items.

  5. A preview of the rendered data displays. When you are happy with the visualization, click Save.

    Preview of the Jira Custom Charts pie chart.

Step 6: Configure the remaining gadgets

You can skip this step if you want to move directly to viewing a saved dashboard with only one gadget.

Progress Tracker

The Progress Tracker gadget can display progress at the Epic, Theme, and Initiative level, or other work types by different estimation statistics.

  1. Follow the instructions in Step 4, using a JQL query that matches your instance.

    The Progress Tracker gadget configuration page in Dashboard Hub
  2. Select the start and end date fields, for example Created and Resolved, or use custom fields.

  3. Select the metric to use to calculate progress, for example, Work Item Count.

  4. Choose the view type: List or Extended.

  5. Click Save.

Rich Text

The Rich Text gadget is a utility gadget that doesn’t require a datasource. Use it to provide contextual information to your dashboards, such as a team and project description, what reports are included, or how to customize view with adaptive filters. The rich content supports formatted text, links, emojis, lists, images, and videos.

  1. Click Config.

  2. Add the content that you want to display on your dashboard.

  3. Click Save.


Step 7: Save the dashboard

When you are ready, click Save in the top right of the dashboard. The new dashboard displays.

The rendered dashboard as configured in the instructions

That’s it! You created a dashboard that includes the distribution of the work types in a project, the progress of the project epics, and a text panel to explain the purpose of the dashboard to viewers.
See the Next steps section to learn about other dashboard features.

Tips

1

Save time when configuring multiple gadgets

Want your individual reports to represent the same underlying data? Select the Use these settings to configure empty compatible gadgets option when you configure a gadget.

2

Reuse dashboards

You configured a dashboard for one team; clone it and use Bulk Update JQL to change the underlying data for all compatible gadgets.

3

Your established Jira dashboard is missing key metrics

Use Dashboard Hub gadgets in native Jira dashboards. They are available in the Add a gadget panel.

4

Try project dashboards

Project dashboards give teams instant visibility into space-specific reports. These dashboards are populated with gadgets tailored to the space type, including dashboards for Jira Software and Jira Service Management.

The first time you open Dashboard Hub from a space, the app automatically creates and loads the dashboard in the Dashboard Hub tab. The space owner is assigned as the default dashboard owner.

5

Customize the look and feel of a dashboard

You can rearrange and resize individual gadgets in the dashboard. Most gadgets let you customize default colours and reorder or hide statistics and metrics.

Next steps

You created your first dashboard. What’s next?