The current dashboard shows several metrics. Each metric can be set to display “by customer”. I would like a dashboard that is specific to an individual customer, displaying each of several metrics (default &/or other). This would be used to show a “customer status” for management, Sales, and eventually even possibly customers.
Hi @John_Appleman, welcome to the Asana Community Forum and apologies for the late follow-up here! When you mention that you would like custom fields for Dashboards, do you mean you would like to create custom charts with specific custom fields?
Emily – Good morning. Not a problem on the delay; it’s something I’d like to add, but no immediate deadline.
Sedara Security is an MSSP, with a number of clients/customers. We have a project for various support tasks for all of our customers. To be able to look at those tasks by customer, we created a “customer” custom field. The default dashboard has useful metrics, that are developed across all customers together in the all-customer-support-project. I would like to be able to look at those metrics for one customer (all tasks within the project). I think that means tailoring/’filtering’ the dashboard metrics by the custom field “customer”.
I would be happy to get on a 15-minute Zoom if that would help.
Regards, – John
Thanks for providing more details, @John_Appleman! We have exciting news coming for Dashboards and you will soon be able to achieve this I’ll keep you posted as soon as the features are available and provide more details.
I’m excited to share we just announced the latest reporting feature improvement—a fully customizable Dashboard and custom chart creation! Learn all details about the new features in our announcement: