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Dashboards

Dashboards turn the data in your workspace into a clear, at-a-glance view of what matters — cash on hand, revenue trends, open tasks, or any table you've connected. A dashboard is a collection of cards, and each card is bound to your data, so it stays current every time the dashboard refreshes.

What you can do

  • Build dashboards from cards. Mix single-number metrics, charts, tables, and notes on one canvas, and reorder or remove them at any time.
  • Use the no-code builder. Pick a card type from a visual grid, give it a title, choose a data table, and select the columns to display — no query required. A live preview shows the card exactly as it will appear while you configure it.
  • Bind cards to your data. Point a card at one of your data tables, then choose a measure (Sum, Average, Count, Min, Max) and an axis or grouping. You can add filters in plain English (for example, Status is "Open" or Amount is greater than 1000), or type a fixed value directly.
  • Let agents author dashboards too. Your agents can create and update dashboards on your behalf — for example, "build me a Q3 revenue scorecard." They work from the same structured definition the builder uses, so what they produce is fully editable by you afterward.
  • Refresh on a schedule. Refresh manually with one click, or set a recurring schedule so the numbers stay current.
  • Share and export. Share a read-only dashboard with a teammate or an agent, generate a link to share externally, or export the whole dashboard as a PNG image.

Card types

  • Metric — a single headline number, like total cash or new signups this month.
  • Line chart — a trend over time or across categories, with optional series to compare segments.
  • Bar chart — compare values across categories side by side.
  • Table — show the rows of a data table directly, with optional row filters.
  • Notes — formatted text for context, headings, or commentary alongside your data.

Example

To build a "Monthly Revenue" line chart: open the builder, choose Line chart, title it Monthly Revenue, select your invoices table, set the X axis to the month column, and set the value to Sum of amount. The live preview renders the chart instantly — save it, and it joins your dashboard.