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Build your first Insight Hub

An Insight Hub is a published Story Dashboard—a branded, page-based story clients can open from a link after your readout. Instead of sending another static deck, you give stakeholders a focused place to revisit findings on their own schedule.

This guide walks through your first build from an existing analysis project. It combines steps from the dashboard and publishing docs already in the help center.

For what an Insight Hub is and why teams use one, see What is an Insight Hub?. For password, sharing, and client-facing options after publish, see Share with clients.

Before you start

You need:

  • A project with charts or tables you want to share
  • A team plan if you are publishing password-protected hubs with unlimited viewers (see How does AddMaple pricing work?)

Step 1: Create a dashboard

Create a new dashboard from your analysis or from My Collection:

  1. From a chart or table, open the save menu and choose Add to Dashboard → New dashboard
  2. Or open My Collection, select items, then Add to Dashboard → New dashboard
  3. Name the dashboard so the published link is easy to recognize (for example Q1 Brand Tracker — Client Hub)

See Create a dashboard and Dashboards overview.

Step 2: Add your first page and story items

New dashboards start with one empty page.

  1. Click Add page and name it (for example Overview)
  2. Use Actions → Add to Dashboard to add Text, Section, Call Out, Image, or Video blocks
  3. Add charts from analysis save flows or from My Collection

Start with one page and a simple layout. Add a short overview, then the charts that tell the core story.

See Add items to a dashboard, Arrange items, and Pages.

Step 3: Arrange and style the layout

  1. Drag items on the grid to resize and position them
  2. Open the Style Editor (palette icon) to adjust colors and typography
  3. Add your logo from the dashboard header if the client expects branded delivery

See Dashboard styles and Agency branding for client exports.

Step 4: Add more pages (optional)

When the story grows beyond one screen:

  1. Add pages for deep dives, appendices, or audience-specific cuts
  2. Reorder page tabs by dragging

For several focused hubs from one study (for example one hub per client segment), see Create mini-dashboards for client deliverables.

Step 5: Publish and copy the link

  1. Open your dashboard
  2. Click Actions → Manage Publishing
  3. Choose Publish on AddMaple.com (public) or Publish with password (private)
  4. Click Save Changes
  5. Copy the Public Link and send it to clients

Open the link in a private browser window to confirm it works before you share it.

See Publish a dashboard and Password protection.

Step 6: Enable explorable data (optional)

If clients should filter or slice selected columns themselves:

  1. Click Actions → Manage Publishing
  2. Turn on Data Explorable
  3. Select the columns to include
  4. Click Save Changes

You must publish first. For the client experience, see Client self-serve data slicing and Ask AI questions in a published Insight Hub.

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