Dashboards Overview
Dashboards are where you organize widgets to visualize your business data.
What is a dashboard?
Section titled “What is a dashboard?”A dashboard is a collection of widgets arranged on a responsive grid. Each widget displays data from your connected sources—cloud integrations, databases, or local agents—as charts, tables, or KPIs.
Dashboard privacy and sharing
Section titled “Dashboard privacy and sharing”Dashboards can be configured for different audiences:
- Private: Only visible to the creator
- Team Access: Accessible to users in specific Dashboard Groups (e.g., “Finance Team”)
- Public Links: Shared via a secure URL with optional password protection
Key features
Section titled “Key features”| Feature | Description |
|---|---|
| Responsive Grid | Drag-and-drop widgets that snap to alignment |
| Filter Variables | Global dropdowns (like “Select Client”) that update all widgets at once |
| Auto-Compact | Automatically removes empty vertical space between widgets |
| Scroll gating | Table, matrix, and query widgets require unlocking before scrolling |
| Templates | Turn any dashboard into a reusable template for standardized reporting |
| Sample Dashboards | Pre-built dashboards with sample data to help you get started quickly |
Dashboard limits by tier
Section titled “Dashboard limits by tier”| Tier | Dashboard limit | UI refresh rate |
|---|---|---|
| Free Forever | 1 | 60 min |
| Starter | 5 | 15 min |
| Professional | 15 | 1 min (real-time) |
| Business | 30 | 1 min (real-time) |
| Starship (Enterprise) | Unlimited | 1 min (real-time) |
UI refresh rate controls how often dashboards poll for updated data. Data source sync frequency (how often we pull from your integrations) is configured separately in Data Sources.
Common use cases
Section titled “Common use cases”Executive high-level view
Section titled “Executive high-level view”Total revenue, client growth, team utilization. Usually Number widgets for KPIs.
Operational monitoring
Section titled “Operational monitoring”Real-time tracking of ticket queues, project phases, daily sales. Often Bar Charts and Tables.
External client reports
Section titled “External client reports”Curated views for clients showing project progress, billing history, and service achievements.