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A dashboard is an organised set of charts, KPI cards, tables and text. Use it for managerial views, daily monitoring, presentations.
Dashboard editor with chart sidebar and drag-drop canvas

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Create a dashboard

1

Open Reports → + New dashboard

Choose name and model (empty or from template).
2

Add charts

Click + Add chart → pick data source, metric, grouping. See Chart builder.
3

Organise in sections

Add collapsible Sections (e.g. “Sales Q2”, “Operations”, “Finance”) to group related charts.
4

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)
5

Save layout

Save multiple layouts of the same dashboard (e.g. “Weekly 2026-W14”, “Quarterly Q2 2026”).

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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.

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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

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Sharing

Only you see it.

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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)

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Frequently asked questions

No technical limit. 20-30 charts stay usable. Beyond, consider splitting.
Yes, via public link with iframe. Mind data visibility.
Use global filter owner = me. With public sharing, the filter is hardcoded for external viewers.