Skip to main content

​
Creating a Dashboard

From the dashboards list page:
  • Create Dashboard opens a panel with Library (pre-built templates), Saved (your saved templates), and Create (a blank dashboard with a name, description, icon, and entity type).
  • Build with AI is a separate button that starts a guided wizard: describe what you want, answer a couple of clarifying questions, and the AI generates the dashboard and its widgets.
After creation, you’re taken to the dashboard detail page.

​
Dashboard Settings

Click the settings icon in the toolbar to edit:
  • Name and Description
  • Icon - Searchable icon picker
  • Starred - Mark as a favorite for quick access

​
Adding Widgets

1

Enter Edit Mode

Click Edit in the dashboard toolbar.
2

Add a Widget

Click Add Widget to open the widget panel. Choose from two tabs:
  • Create - Build a custom widget using the configuration form
  • Templates - Browse system and saved widget templates
To build widgets with AI instead, use the dashboard’s AI chat panel — describe the widgets you want and it adds them one by one.
3

Configure the Widget

Select a chart type and configure the data source, display options, and filters (see below).
4

Save

Click Save to add the widget to your dashboard.

​
Widget Configuration

​
Data Source

  • Entity Type - Inherited from the dashboard (e.g., customers, contacts, product usage)
  • Measure - The aggregate operation (Count, Sum, Average, Max, Min, Median, Percentiles, etc.) and the field to aggregate
  • Dimension - The field to group by, with optional date granularity (day, week, month, quarter, year), sort order, and limit
  • Secondary Dimension - An optional second grouping field for multi-series charts

​
Display Options

Common display options across chart types:
  • Color scheme - Choose from preset color palettes
  • Labels and legend - Toggle visibility and legend position
  • Axis labels - Custom X and Y axis labels
  • Grid lines - Show or hide

​
Chart-Specific Options

  • Sparkline toggle (line, area, or bar)
  • Number abbreviation (K, M, B)
  • Decimal places

​
Widget Filters

Each widget can have its own filter conditions, independent of dashboard-level filters. Use the Exclude Filters toggle to prevent the dashboard’s global filters from applying to a specific widget.

​
Editing Layout

In edit mode, the dashboard uses a 12-column grid layout:
  • Drag widgets by their header to reposition them
  • Resize widgets by dragging their corners
  • Changes auto-save as you edit
  • A status indicator shows “Saving…” and “Saved” in the toolbar

​
Saving Templates

Save a widget or entire dashboard as a reusable template:
  • Widget templates store the full widget configuration for reuse
  • Dashboard templates capture all widgets and their layout
  • Templates can be browsed when creating new dashboards or adding widgets