Save Your Dashboard

Beginning in Strategy One (July 2025), you can choose to save the dashboard, exit editing, and view the dashboard.

1. Do one of the following:

   • To save the dashboard and continue editing, click Save and select Save.

   • To save the dashboard, exit editing, and view the dashboard, click Save and select Save and Open.

   • To save a copy of the dashboard using a different name, from the File menu, select Save As.

2. If this is the first time you are saving the dashboard or if you are saving a copy:
   1. Navigate to and select the location in which to save the dashboard.
   2. Type the dashboard Name.
   3. Click Save or OK.

Related Topics

Export Your Dashboard

Export a Visualization