Dashboards

A dashboard is one page with the numbers that matter: charts from your saved queries, and text notes, on a grid you arrange. Everyone in your organization sees the same dashboards, and you can share one publicly with a link.

Build a dashboard

1. Create it

   Go to Dashboards→ then New dashboard. Click the title to name it, and add a description if it helps people know what they’re looking at.

2. Add widgets

   Click Widgets. Pick Text for a heading or a note, or any saved query that has a chart. The widget lands at the bottom of the grid.

3. Arrange them

   Hover over a widget and drag its handle to move it. Drag the bottom-right corner to resize it. Other widgets shift out of the way. The grid is four columns wide.

Changes save as you go. Faster still: ask the agent to “build a dashboard with weekly revenue, new customers and churn”, or pin charts from a notebook with Add to dashboard.

Working with widgets

Chart widgets

• The title is the query’s name unless you click it and type your own. A dashboard title doesn’t rename the query.
• The info icon appears when the query has a description, and shows it.
• Chart settings (the sliders icon, or the widget’s ⋯ menu) edits the chart right on the dashboard.
• Open query goes to the query behind the chart.
• Remove from dashboard takes the widget off this dashboard. The query and its chart stay, and so does the chart on any other dashboard.

Text widgets

Type straight into a text widget; it saves as you type. If a save fails, your draft is kept in the browser and offered back the next time you open the dashboard. On a shared dashboard’s public page, text is formatted as Markdown: # Headings, lists, **bold**, *italic* and links.

Keeping numbers fresh

A dashboard shows each query’s latest saved result, so it opens instantly and never slows down your database. That result is from the last time the query ran: when someone ran it, when the agent saved it, or when Run all queries was last used.

To bring every chart up to date, open the ⋯ menu at the top of the dashboard and click Run all queries. Progress shows as each one runs.

More

• Share makes a public, read-only link. See Share a dashboard.
• Delete dashboard, in the ⋯ menu, removes the dashboard only. Its queries and charts stay.
• If the same dashboard is open in two tabs and one changes it, the other refreshes to the latest layout rather than overwriting it.
• Big dashboards stay fast: each chart draws when you scroll near it, and very large results are sampled (see Big results).

A founder’s first dashboard

Six charts cover a weekly review for most online businesses:

1. Revenue this month, as a Number with the change from last month
2. Revenue by week, as a Line
3. New customers by week, as a Column chart
4. Active customers, as a Number
5. Churn rate by month, as a Line
6. Revenue by plan or product, as a Bar chart

Build them on certified metrics and they’ll agree with whatever the agent tells you.