# 8. Operations Dashboard Overview

Published 2025-04-30

> Creating a Dashboard Go to the main page of erxes and select Insight from the menu. Click the Add Dashboard button next to the Dashboard name field (the button marked with a (+) symbol). In the Dashboard Name field, ente

**Creating a Dashboard**

1.  **Go to the main page of erxes** and select **Insight** from the menu.
2.  Click the **Add Dashboard** button next to the Dashboard name field (the button marked with a (+) symbol).
3.  In the **Dashboard Name** field, enter a name for your dashboard (e.g., "Sales").
4.  In the **Choose Section** field, type **"Task"** and click **Create**.
5.  Check the box for **Task Chart** to add it to your dashboard.
6.  Click **Save** to save your new dashboard.
