> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Dashboards

> Build and customize dashboards with widgets

## 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

<Steps>
  <Step title="Enter Edit Mode">
    Click **Edit** in the dashboard toolbar.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure the Widget">
    Select a chart type and configure the data source, display options, and filters (see below).
  </Step>

  <Step title="Save">
    Click **Save** to add the widget to your dashboard.
  </Step>
</Steps>

***

## 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

<Tabs>
  <Tab title="Number">
    * Sparkline toggle (line, area, or bar)
    * Number abbreviation (K, M, B)
    * Decimal places
  </Tab>

  <Tab title="Bar">
    * Orientation (vertical or horizontal)
    * Color mode (varied colors or single color)
    * Grouped or stacked
  </Tab>

  <Tab title="Line / Area">
    * Curve style (linear, smooth, step, natural)
    * Stacked toggle
    * Fill opacity (area charts)
    * Gap fill strategy (zero, null, interpolate)
  </Tab>

  <Tab title="Pie">
    * Arc label position (inside or outside)
    * Inner radius for donut effect
    * Pad angle between slices
  </Tab>

  <Tab title="Table">
    * Column visibility toggles
    * Page size
    * Sortable, striped, and compact modes
  </Tab>

  <Tab title="Text">
    * Markdown content editor
    * Text alignment (left, center, right)
    * Font size
  </Tab>
</Tabs>

### 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