> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Compose multi-chart dashboards with global filters and sections.

A **dashboard** is an organised set of charts, KPI cards, tables and text. Use it for managerial views, daily monitoring, presentations.

<Frame>
  <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/report/en/dashboard-editor.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=9f16b33843ceb9d74a55052cb11c15a0" alt="Dashboard editor with chart sidebar and drag-drop canvas" width="1200" height="720" data-path="images/report/en/dashboard-editor.svg" />
</Frame>

## Create a dashboard

<Steps>
  <Step title="Open Reports → + New dashboard">Choose name and model (empty or from template).</Step>
  <Step title="Add charts">Click **+ Add chart** → pick data source, metric, grouping. See [Chart builder](/en/reports/chart-builder).</Step>
  <Step title="Organise in sections">Add collapsible **Sections** (e.g. "Sales Q2", "Operations", "Finance") to group related charts.</Step>

  <Step title="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)
  </Step>

  <Step title="Save layout">
    Save multiple layouts of the same dashboard (e.g. "Weekly 2026-W14", "Quarterly Q2 2026").
  </Step>
</Steps>

## Available components

<CardGroup cols={2}>
  <Card title="KPI card">Single number + change vs previous period. E.g. "Monthly revenue: €125k (+12%)".</Card>
  <Card title="Bar / Column chart">Compare values across categories.</Card>
  <Card title="Line chart">Time trend.</Card>
  <Card title="Pie / Donut">Percentage distribution.</Card>
  <Card title="Funnel">Conversion pipeline (e.g. lead → qualified → proposal → won).</Card>
  <Card title="Table">Filterable/sortable table.</Card>
  <Card title="Heatmap">Two-dimension crossing with intensity.</Card>
  <Card title="Gauge">Needle indicator for KPI with target.</Card>
  <Card title="Gantt">For projects with timeline.</Card>
  <Card title="Text / rich text">Titles, notes, explanations between charts.</Card>
</CardGroup>

## 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

<Tabs>
  <Tab title="Private">Only you see it.</Tab>
  <Tab title="With team">Team members.</Tab>
  <Tab title="Workspace">Anyone in the workspace.</Tab>
  <Tab title="Public link">Anyone with the link (no login). See [Public reports](/en/reports/public-and-scheduled-reports).</Tab>
</Tabs>

## 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

<AccordionGroup>
  <Accordion title="How many charts can a dashboard hold?">No technical limit. 20-30 charts stay usable. Beyond, consider splitting.</Accordion>
  <Accordion title="Can I embed dashboards on external sites?">Yes, via public link with iframe. Mind data visibility.</Accordion>
  <Accordion title="How do I show only my data?">Use global filter `owner = me`. With public sharing, the filter is hardcoded for external viewers.</Accordion>
</AccordionGroup>
