Dashboards
Build visual dashboards to track metrics, monitor trends, and share insights with your team.
Your Data, at a Glance
Dashboards bring your workspace data to life. Instead of digging through databases and documents, you can pin the numbers that matter most to a single, visual page — and share it with your team.
Creating a Dashboard
There are two ways to create a dashboard:
- From the sidebar — Click New Dashboard and give it a name. You'll start with a blank canvas ready for charts.
- From a conversation — Ask the AI to build one for you:
Create a dashboard called "Sales Overview" with a bar chart of revenue by month and a pie chart of deals by stage.
The AI will create the dashboard, add charts, and connect them to your data automatically.
Adding Charts
Click the Add Chart button on any dashboard to open the chart builder. You'll walk through three steps:
- Pick a chart type — choose from bar, line, pie, area, and more (see Charts for the full list)
- Connect a data source — select a table from one of your databases
- Configure the chart — choose which columns map to axes, labels, and values
You can also ask the AI to add charts to an existing dashboard. Just say something like "Add a line chart of signups over time to my Growth dashboard."
Data Sources
Every chart pulls its data from a database table in your workspace. When you set up a chart, you browse your databases and pick the specific table you want to visualize. As the underlying data changes, your charts update automatically.
| Source | How It Works |
|---|---|
| Database tables | Select any table in your workspace as the data source for a chart |
| Filtered views | Charts respect the columns and data you select during configuration |
| Live updates | When rows are added or changed in the source table, charts reflect the latest data |
Arranging Your Dashboard
Dashboards use a drag-and-drop grid layout. You can:
- Resize charts — drag the edges to make a chart larger or smaller
- Reorder charts — drag and drop charts to rearrange them on the grid
- Change chart size — switch between small, medium, and large presets
The layout saves automatically, so your dashboard looks the same every time you open it.
Sharing Dashboards
Dashboards are visible to everyone in your workspace by default. Anyone with access can view the data and interact with charts. To share a dashboard with someone outside your workspace, invite them as a workspace member from Settings.
Editing a dashboard (adding, removing, or rearranging charts) requires workspace edit permissions. View-only members can see dashboards but cannot modify them.