---
title: Create mini-dashboards for client deliverables
category: Guides
slug: mini-dashboards
blurb: Build focused Story Dashboards from one study for talks, campaigns, and client segments without rebuilding charts each time.
order: 3
---

# Create mini-dashboards for client deliverables

A **mini-dashboard** is a focused Story Dashboard built from one study. Instead of one large report with everything in it, you create smaller, purpose-built hubs: one for a keynote slide story, one for a client segment, one for a campaign, and so on.

This guide repackages steps from existing dashboard and Insights docs. It does not introduce new UI beyond what those guides already describe.

## When to use mini-dashboards

Use mini-dashboards when you want to:

- Reuse the same research across many talks, podcasts, or campaigns
- Give each client or audience a tight story instead of the full dataset
- Publish several links from one project, each with a different focus

## Option A: Multiple pages in one dashboard

If one link is enough, use **pages** inside a single dashboard.

1. Click **Add page**
2. Enter a name (e.g. Overview, Deep dive, Appendix)
3. Click a page tab to switch between pages
4. Add charts, text, and callouts to each page

Drag page tabs to change their order.

See [Pages](/help/guides/dashboard/pages) for full steps.

## Option B: Separate dashboards per deliverable

Create a new dashboard for each mini-deliverable.

**From analysis or save flow:**

- Choose **Add to Dashboard** and select **New dashboard** (enter a name)

**From My Collection:**

1. Click items to select them (the actions bar appears at the bottom)
2. Click **Add to Dashboard**
3. Choose **New dashboard** or pick an existing dashboard and page

You can also duplicate an existing dashboard from its card or from inside the editor (**Actions → Duplicate Dashboard**).

See [Create a dashboard](/help/guides/dashboard/create) and [Using My Collection](/help/guides/insights/collection-guide).

## Reuse charts across mini-dashboards

You do not need to rebuild every chart.

**From My Collection:**

- Save charts to My Collection during analysis, then **Add to Dashboard** into different dashboards or pages

**Copy items between dashboards:**

1. Hover an item and click the **Copy** icon
2. Switch page or open the target dashboard
3. Press **⌘/Ctrl+V** to paste

See [Copy and paste](/help/guides/dashboard/copy-paste) and [Using My Collection](/help/guides/insights/collection-guide).

## Brand and publish each mini-dashboard

- Add your logo from the header to brand your dashboard (see [Create a dashboard](/help/guides/dashboard/create))
- When ready, **Manage Publishing** to publish, copy the link, and optionally set a password (see [Publish a dashboard](/help/guides/dashboard/publish))

For sharing and unlimited viewers, see [Share with clients](/help/guides/share-with-clients).

## Related help

- [What is an Insight Hub?](/help/guides/insight-hub)
- [Subgroup views](/help/guides/subgroup-views)
- [Dashboards overview](/help/guides/dashboard/overview)