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Dashboards

Combine multiple reports into a single, unified view. Monitor KPIs at a glance and share insights with your team.

What is a Dashboard?

A dashboard is a canvas where you arrange multiple reports, charts, and widgets to create a comprehensive view of your data. Unlike individual reports, dashboards let you:

  • See multiple metrics and visualizations at once
  • Apply cross-report filters for unified analysis
  • Share a complete picture with your team
  • Monitor real-time KPIs in one place

Dashboard Features

Drag-and-Drop Layout

Arrange widgets freely on a grid. Resize, reposition, and layer elements exactly how you want.

Global Filters

Add filters that apply to all widgets. Filter by date range, region, or any dimension across the entire dashboard.

Auto-Refresh

Set dashboards to refresh automatically at intervals — every 5 minutes, hourly, or daily.

Sharing & Embedding

Share via link, embed in websites, or schedule PDF exports to stakeholders.

Widget Types

Dashboards can contain various widget types:

Report Widget

Embed an existing report (pivot table and/or chart)

KPI Card

Single metric with optional comparison

Chart Only

Show just the chart portion of a report

Pivot Table Only

Show just the table portion of a report

Text / Markdown

Add titles, descriptions, or instructions

Image

Logos, diagrams, or reference images

Topics in this section

Create a Dashboard
Build your first dashboard step-by-step.
Layout & Design
Arrange widgets and customize appearance.

Dashboard Limits by Plan

FeatureFreeProBusiness
Dashboards220100
Widgets per dashboard42050
Global filters1UnlimitedUnlimited
Auto-refresh—✓✓
Share via link—✓✓

Example Dashboards

Sales Performance

Revenue KPI, monthly trend line, sales by region bar chart, top products table, pipeline funnel.

Marketing Analytics

Traffic sources pie, conversion funnel, campaign performance table, spend vs. ROI scatter.

Financial Overview

P&L waterfall, expense breakdown donut, revenue trend, budget vs. actual comparison.

Operations Monitor

Inventory levels, order status breakdown, shipping times histogram, supplier performance.

Quick Start

  1. 1. Create at least one report first
  2. 2. Go to Dashboards → + New Dashboard
  3. 3. Name your dashboard
  4. 4. Click + Add Widget and select a report
  5. 5. Resize and position the widget
  6. 6. Repeat steps 4-5 to add more widgets

See full guide →

← Previous: ChartsNext: Create a Dashboard →