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Lesson 9 of 10 · ~5 minutes · Prerequisite: Lesson 8 — Automations

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What you’ll learn

  • How to build a dashboard with multiple charts
  • How to use Arya Report Chat for natural-language analysis
  • How to share reports publicly or schedule email delivery

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Create your first dashboard

1

Open Reports

Click Reports in the sidebar → + New dashboard.
2

Add a chart

Click + Add chart. Pick:
  • Data source: object (e.g. Deal) or list
  • Chart type: bar, line, pie, table, KPI card, funnel, Gantt
  • Metric: sum of value, count, average duration
  • Group by: dimension (e.g. stage, owner, close month)
Chart builder with source, metric and group-by selection
3

Add global filters

Dashboard filters apply to every chart: date range, owner, team. Change the filter at the top → all charts update.
4

Organise in sections

Group charts into collapsible sections (e.g. “Pipeline”, “Conversion”, “Revenue”). Drag to reorder.
5

Save the layout

You can save multiple layouts of the same dashboard (e.g. “Weekly view”, “Quarterly view”) and swap between them.

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Ready-made templates

Instead of starting from scratch, Arya offers prebuilt dashboards:
  • Sales pipeline — deal distribution by stage, forecast
  • Task analytics — team productivity, tasks completed vs overdue
  • Customer health — recent activity per customer
  • Revenue — revenue by month, product, customer
  • Leaderboard — sales ranking on configured metrics
Click + New dashboard → Use template and customise.

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Arya Report Chat

Every dashboard has an Ask Arya button. Ask in natural language:
“Why is Q2 down 15% vs Q1?”
Arya analyses the data, finds patterns and replies with text + inline charts. Useful prompts:
  • “Which stage do I lose most deals at?”
  • “Who are the 5 customers with highest revenue this year?”
  • “Has average close time increased or decreased?”
  • “Flag anomalies in recurring revenue.”
Arya Report Chat with user question and reply with inline chart
Arya Report Chat consumes AI credits. See Lesson 10.

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Public and scheduled reports

Generate a read-only link to a dashboard for investors, customers, external stakeholders. No login needed, no access to underlying records.
Check what you’re sharing. Displayed data reflects filters at link creation time — anyone who opens it sees them.

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Scheduled delivery

Configure Arya to email a dashboard snapshot to a mailing list:
  • Frequency: daily, weekly, monthly
  • Format: PDF or inline image
  • Predefined filters (e.g. “this week only”)
Perfect for the team weekly report, monthly exec report, investor KPI dashboard.

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Exporting

Each chart or full dashboard can be exported as:
  • PDF — full layout with branding
  • Excel / CSV — tabular data
  • PNG image — single chart

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Verify

You built a dashboard with at least two charts
You asked Arya Report Chat for an analysis
You know how to generate a public link or schedule delivery

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Next lesson

Lesson 10 — AryaChat and AI credits

Final lesson: get the most out of Arya’s AI.