Creating Dashboards

Build and customize dashboards with widgets

Creating a Dashboard

Click Create on the dashboards list page. Three options are available:

• From Template - Browse library or saved templates and create with pre-configured widgets
• Blank Dashboard - Start from scratch with a name, description, icon, and entity type
• AI - Describe what you want and let AI build the widget configuration

After creation, you’re taken to the dashboard detail page.

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Dashboard Settings

Click the settings icon in the toolbar to edit:

• Name and Description
• Icon - Searchable icon picker
• Starred - Mark as a favorite for quick access

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Adding Widgets

1. Enter Edit Mode

   Click Edit in the dashboard toolbar.

2. Add a Widget

   Click Add Widget to open the widget panel. Choose from three tabs:

   • Create - Build a custom widget using the configuration form
   • Templates - Browse system and saved widget templates
   • AI - Describe the widget you want in natural language
3. Configure the Widget

   Select a chart type and configure the data source, display options, and filters (see below).

4. Save

   Click Save to add the widget to your dashboard.

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Widget Configuration

Data Source

• Entity Type - Inherited from the dashboard (e.g., customers, contacts, product usage)
• Measure - The aggregate operation (Count, Sum, Average, Max, Min, Median, Percentiles, etc.) and the field to aggregate
• Dimension - The field to group by, with optional date granularity (day, week, month, quarter, year), sort order, and limit
• Secondary Dimension - An optional second grouping field for multi-series charts

Display Options

Common display options across chart types:

• Color scheme - Choose from preset color palettes
• Labels and legend - Toggle visibility and legend position
• Axis labels - Custom X and Y axis labels
• Grid lines - Show or hide

Chart-Specific Options

Number

• Sparkline toggle (line, area, or bar)
• Number abbreviation (K, M, B)
• Decimal places

Bar

• Orientation (vertical or horizontal)
• Color mode (varied colors or single color)
• Grouped or stacked

Line / Area

• Curve style (linear, smooth, step, natural)
• Stacked toggle
• Fill opacity (area charts)
• Gap fill strategy (zero, null, interpolate)

Pie

• Arc label position (inside or outside)
• Inner radius for donut effect
• Pad angle between slices

Table

• Column visibility toggles
• Page size
• Sortable, striped, and compact modes

Text

• Markdown content editor
• Text alignment (left, center, right)
• Font size

Widget Filters

Each widget can have its own filter conditions, independent of dashboard-level filters. Use the Exclude Filters toggle to prevent the dashboard’s global filters from applying to a specific widget.

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Editing Layout

In edit mode, the dashboard uses a 12-column grid layout:

• Drag widgets by their header to reposition them
• Resize widgets by dragging their corners
• Changes auto-save as you edit
• A status indicator shows “Saving…” and “Saved” in the toolbar

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Saving Templates

Save a widget or entire dashboard as a reusable template:

• Widget templates store the full widget configuration for reuse
• Dashboard templates capture all widgets and their layout
• Templates can be browsed when creating new dashboards or adding widgets