# Dashboards

> Pin charts and notes onto a free-form grid your whole team sees: add widgets, arrange them, edit charts in place and keep numbers fresh.

Source: https://tini.so/docs/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 → 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](https://tini.so/docs/charts). 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](https://tini.so/docs/agent) to “build a dashboard with weekly revenue, new customers and churn”, or pin charts from a [notebook](https://tini.so/docs/notebooks) 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.

> **Note: A chart belongs to its query**
>
> Chart settings are saved on the query, so changing a chart on one dashboard changes it everywhere that query’s chart appears. For a different view of the same data, save the SQL as a second query.

### 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.

> **Important: No scheduled refresh yet**
>
> Dashboards don’t refresh on a schedule yet. For a Monday review, click **Run all queries** first. A chart that says *No result cached yet* needs its query run once.

## More

- **Share** makes a public, read-only link. See [Share a dashboard](https://tini.so/docs/dashboards/sharing).
- **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](https://tini.so/docs/charts#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](https://tini.so/docs/metrics) and they’ll agree with whatever the agent tells you.

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All docs: https://tini.so/llms.txt
