Building Dashboards Analyst+

Analysts can create custom dashboards to organize metrics, charts, and tables in a way that fits their workflow. You can build everything manually or use AI to do it for you.

Create a Dashboard

The fastest way to create a dashboard is through AI chat:

1. Press Cmd+K to open the chat.
2. Ask something like: “Create a dashboard for campaign revenue by month”
3. The AI creates the dashboard with relevant charts and KPIs.
4. Review and adjust as needed.

You can also create dashboards manually:

1. Go to Dashboards in the sidebar.
2. Click New Dashboard.
3. Give it a name and optional description.
4. The empty dashboard opens in edit mode.

Add Tabs

Tabs let you organize a dashboard into sections (e.g., “Overview”, “By Campaign”, “Revenue Breakdown”).

1. Open your dashboard.
2. Click the + icon next to the existing tabs.
3. Name the tab.
4. Add widgets by clicking Add Widget or ask the AI: “Add a revenue chart to this tab”

Each tab can contain KPI cards, charts, tables, and text blocks.

Pin in Sidebar

To make a dashboard easy to access:

1. Open the dashboard.
2. Click the pin icon in the top-right corner.
3. The dashboard now appears in your sidebar under Dashboards.

Unpinning removes it from the sidebar but does not delete the dashboard.

Share Tabs with Your Workspace

You can share individual tabs so other workspace members can view them:

1. Open the tab you want to share.
2. Click the Share button.
3. Select the workspace(s) to share with.
4. Members of those workspaces can now see the tab.

Using AI for Everything

The AI chat can handle the entire workflow. Try prompts like:

• “Create a dashboard with daily revenue, top 10 campaigns, and fill rate trends”
• “Add a tab showing revenue by demand tag”
• “Share the Overview tab with the Sales workspace”

The AI creates the widgets, populates them with your data, and configures sharing — all in one conversation.