Dashboards

See your whole business at a glance.

The handful of numbers that tell you how it's going, in one place. Ask the agent to build it, or drag it together yourself.

In plain words

What is a dashboard, really?

Your business's instrument panel. A driver glances at speed, fuel and warning lights; you glance at a handful of numbers and know, in five seconds, whether things are fine.

Keep it small. If a number wouldn't change what you do next week, leave it off.

A founder's first dashboard

Six numbers that tell you how the business is doing.

Not sure where to start? This is the dashboard we'd build for almost any small business that sells something. Each tile answers one question you already ask yourself.

Revenue, this month

$48.1k+9% vs last

Why: Are we growing? The one number that pays the bills.

New customers, per week

164+12%

Why: Is the top of the funnel working?

Returning customers

34%+2 pts

Why: Do people come back? Keeping customers beats finding new ones.

Average order value

$41+$3

Why: Are people buying more each time?

Revenue by channel

  • Organic
  • Referral
  • Email
  • Ads

Why: Where your best customers come from, so you know where to spend.

Refund rate

3.2%

Why: An early warning. A jump usually means a broken product or a shipping problem.

Two ways to build

Ask for it, or drag it together.

Either way, no code and no waiting.

Ask the agent

Say what you want to see. It picks the charts and lays out the dashboard for you.

“Build me a weekly sales dashboard”

Point and click

Pick a metric, how to break it down and a time range. Drag the chart where you want it.

Revenue · by month · last 90 days

The details

The small things that make dashboards get used.

01

Drag and drop

Move a chart and the rest make room. Resize it and everything reflows.
02

Opens instantly

Your latest numbers are ready the moment you open it.
03

Refresh in one click

Get the freshest numbers before a meeting.
04

Share with a link

Send a read-only link to anyone outside your team. No account needed. Turn it off anytime.
05

The right chart, picked for you

16 chart types. The agent picks one that fits; switch with a click.
06

Same numbers for everyone

Invite a cofounder or contractor and you all see the same dashboards.

Questions

About dashboards

More in the docs: Dashboards

Do I need to be technical to build a dashboard?
No. Ask the agent to build one, or pick your metrics and a time range by pointing and clicking.
How many charts should my first dashboard have?
About six. Enough to see growth, returning customers and anything alarming. Add a chart only when it would change a decision.
Can I share a dashboard with someone outside my team?
Yes. Turn on the public link and anyone with it can view the dashboard, read-only, without an account. Turn it off and the link stops working.

Five seconds to know how the week went.

Ask the agent to build your first dashboard while you get coffee.