Dashboards
Build dashboards from saved insights and choose which ones a client sees in their portal.
Overview
A dashboard is a set of panels for one client. Each panel is a saved insight from the client's insight library. Open a client and choose Dashboards to see the list, then click one to open it.
Build a dashboard
- Click New dashboard. It opens as "Untitled dashboard".
- Click Add panel and pick a saved insight.
- Repeat for each panel.
Edit with agent opens the chat panel to change the dashboard by describing what you want. The assistant can create the insights it needs and add them as panels.
Each panel's menu has Move earlier, Move later and Remove from dashboard. Removing a panel leaves the insight in the library.
The menu next to Add panel has Duplicate and Delete. Deleting a dashboard keeps its insights in the insight library.
Date range
Use 7d, 30d or 90d to change the range of every panel at once. Panels with a comparison show the change against the previous period.
Share with the client
Turn on Visible to client to show the dashboard in the client's portal. Shared dashboards show Shared in the list. Clients see only the dashboards you share, and cannot edit them.
For developers
Dashboards and insights are on the Builder API.