HolonIQ dashboards can be tailored to focus on specific market segments, geographies, topics, company groups, or individual institutions - giving you control over the data that matters most to you.
There are multiple ways to build a custom dashboard. Below are two common approaches:
Option 1: Start by Cloning, Then Make It Your Own
Cloning lets you create a copy of any dashboard - whether it’s a pre-built one, a dashboard shared by another user in your workspace, or one of your own.
This is ideal when you want to:
Reuse an existing layout
Customize filters and widgets without starting from scratch
Make simple changes, like switching a geography or topic
To get started:
Clone the dashboard.
Edit the widgets to reflect your specific interests—such as changing the region, category of Developments, or the type of organizations displayed.
Option 2: Start from Scratch
You can also build a dashboard from the ground up by clicking [+ New Dashboard].
You’ll be prompted to:
Name your dashboard
Optionally publish or share it with members of your workspace
Dashboard Settings
Once created, dashboards can be further managed using the Edit icon. From there, you can:
Rename the dashboard
Move it to another workspace
Unpublish or delete it
Dashboard Structure
Columns
Dashboards are organized into columns. Each column can have a title and contains one or more widgets.
Widgets
Widgets are modular, interactive elements that display specific data insights and are the building blocks of reports and dashboards.
Widgets can take various forms—such as charts, tables, maps, or key metrics. Each widget is driven by filters, topics, or data sources and allows you to monitor, explore, and compare information in a visual, user-friendly way.
Working with Widgets
You can add widgets to any dashboard by clicking the three dots (…) on widgets throughout the platform. Simply select the widget and choose the dashboard you’d like it added to.
Select a widget title and the specific dashboard you want this widget to be added to.
Here are a few ways to get more out of widgets:
Go Directly Into the Developments Dataset
Users can apply filters directly in the Developments dataset to narrow down what they'd like to track. Broadly speaking, you might consider breaking your widgets out by geography, or market segment. For other folks more focused on funding/deal activity, you can even narrow down the Developments to a specific funding stage.
Create a List of Your Competitors/Peers First
You can also create a widget that tracks the activity of a specific group of companies or institutions. You'll start by creating that list of Organizations (check our Lists help article to walk you through that process), and Developments only related to those Organizations will show up on your Dashboard. Organizations Lists can be used as a filter throughout the platform.
For more details on setting up or adjusting dashboard widgets, check out our Widgets help article.