Create a dashboard
Add charts
Click + Add chart → pick data source, metric, grouping. See Chart builder.
Organise in sections
Add collapsible Sections (e.g. “Sales Q2”, “Operations”, “Finance”) to group related charts.
Global filters
At the top of the dashboard add filters that apply to all charts:
- Date range (default: last quarter)
- Owner / team
- Custom (select on attributes)
Available components
KPI card
Single number + change vs previous period. E.g. “Monthly revenue: €125k (+12%)”.
Bar / Column chart
Compare values across categories.
Line chart
Time trend.
Pie / Donut
Percentage distribution.
Funnel
Conversion pipeline (e.g. lead → qualified → proposal → won).
Table
Filterable/sortable table.
Heatmap
Two-dimension crossing with intensity.
Gauge
Needle indicator for KPI with target.
Gantt
For projects with timeline.
Text / rich text
Titles, notes, explanations between charts.
Interactivity
- Click on element (bar, slice) → filter all other charts on the selected dimension
- Drill-down: open list of records composing a value
- Rich tooltips with multiple metrics
- Zoom on date range
Sharing
- Private
- With team
- Workspace
- Public link
Only you see it.
Data refresh
- Real-time (default): every dashboard open refreshes data
- Cache: for heavy dashboards, enable cache with TTL (e.g. refresh every 15 min)
- Snapshot: take a “photo” of data at a given date (archivable)
Frequently asked questions
How many charts can a dashboard hold?
How many charts can a dashboard hold?
No technical limit. 20-30 charts stay usable. Beyond, consider splitting.
Can I embed dashboards on external sites?
Can I embed dashboards on external sites?
Yes, via public link with iframe. Mind data visibility.
How do I show only my data?
How do I show only my data?
Use global filter
owner = me. With public sharing, the filter is hardcoded for external viewers.