> ## 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.

# Overview

> Build custom dashboards to visualize customer data

## What are Dashboards?

Dashboards let you create custom views of your customer data using configurable widgets. Combine charts, metrics, tables, and text to monitor what matters most to your business.

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## Dashboard List

Click **Dashboards** in the main navigation to view all dashboards. The list page supports:

* **Search** by dashboard name and description
* **Filter views** - All, Favorites (starred), or Recently viewed
* **Grid or List** display mode
* **Star** dashboards to mark them as favorites

From the list, you can open, share, configure, embed, or delete any dashboard.

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## Widget Types

Dashboards are built from widgets. Eight types are available:

| Type           | Description                                                                 |
| -------------- | --------------------------------------------------------------------------- |
| **Number**     | Single aggregate metric (count, sum, average, etc.) with optional sparkline |
| **Bar Chart**  | Compare values across categories, vertical or horizontal                    |
| **Line Chart** | Show trends over time with configurable curve styles                        |
| **Pie Chart**  | Show proportions of a whole, with donut option                              |
| **Gauge**      | Progress toward a goal                                                      |
| **Area Chart** | Filled line chart for volume visualization                                  |
| **Table**      | Tabular data view with sortable columns and pagination                      |
| **Text**       | Rich text content with markdown formatting                                  |

Each widget is configured with a data source (entity type, measure, dimension), display options, and optional filters.

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## Dashboard Filters

### Dashboard-Level Filters

Global filters apply to all widgets on the dashboard. Filter conditions support AND/OR logic with operators that vary by field type (string, numeric, date).

Date filters include presets (last 7/30/90 days, this quarter, this year, custom range) and relative options (last N days/weeks/months).

### Widget-Level Filters

Individual widgets can have their own filters, independent of the dashboard filters. Enable the **Exclude Filters** toggle on a widget to prevent dashboard-level filters from affecting it.

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## Sharing and Embedding

Dashboards can be shared via link or embedded in external sites:

* **Share link** - Generate a public link for read-only access
* **Embed code** - Get an iframe snippet to embed in websites or documentation
* **Options** - Set expiration dates, allow/disallow filters on the shared view

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## Templates

Create dashboards from pre-built templates or save your own:

* **Library templates** - Pre-built dashboards organized by category (Overview, Executive, Customer Success, Revenue, Sales, Product, Support)
* **Saved templates** - Reusable templates created from your own dashboards
* **Browse and search** templates when creating a new dashboard