Skip to main content
QuickLooks are your always-visible pulse on business health. Promote any dashboard to a QuickLook and it greets you the moment you land on the Home Screen — a live, interactive snapshot of the metrics that matter most, without a single click of navigation.

​
How to set up a QuickLook

1

Open the dashboard you want to pin

Navigate to Dashboards and open the dashboard you want to monitor on your home screen. The dashboard editor opens, showing all your configured charts and panels — this is the starting point for promoting any dashboard to a QuickLook.
Navigating to Dashboards and opening the dashboard editor to select a report for pinning
2

Click Mark as Quick Look Dashboard

At the top of the dashboard editor, click Mark as Quick Look Dashboard. This instantly pins the selected dashboard to your Home Screen — it will appear every time you log in, with no navigation required.
Clicking Mark as Quick Look Dashboard at the top of the dashboard editor to pin it to the Home Screen
3

View your QuickLook on the Home Screen

Return to Home to see the QuickLook section with your pinned dashboard. The view is live and interactive — metric values update with your data and you can explore the charts directly from the home screen without opening the full dashboard.
The Home Screen showing the QuickLook section with the pinned dashboard displaying live, interactive metrics
4

Update the pinned dashboard

To swap which dashboard appears, reopen the editor for a different dashboard and click Mark as Quick Look Dashboard again. The Home Screen immediately reflects your new selection — the previous QuickLook is replaced and your home view stays current with your evolving priorities.
Reopening the dashboard editor, selecting a different dashboard, and marking it as the new Quick Look Dashboard
Build a “Morning Briefing” dashboard with the 3–4 charts your team reviews at standup — then mark it as a QuickLook. Everyone on the team sees the same live view the moment they open DataGenie.

​
QuickLook vs Dashboard

Dashboard

A saved, shareable collection of charts and panels. Accessible from the Dashboards section and viewable by team members with the right access.

QuickLook

Any dashboard promoted to the Home Screen for fast daily reference. Only dashboards marked as QuickLooks appear on the Home Screen feed.

​
What’s next

Dashboards

Build and manage the dashboards you want to promote as QuickLooks.

Top Stories

Understand the stories that surface alongside your QuickLooks on the Home Screen.

Wisdom

Build dashboards conversationally through Wisdom — then pin them as QuickLooks.