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Dashboard Builder

Create custom dashboards tailored to your team's KPIs and workflows

Getting Started

Navigate to Analytics → Dashboards
Click + Create Dashboard
Name your dashboard and set permissions
Choose layout: 1, 2, or 3 columns
Start adding widgets from the library

Available Widget Types

Chart Widgets

Bar, Line, Area, Donut, Pie charts

KPI Metrics

Single value indicators with trends

Tables

Sortable data grids with filters

Heatmaps

Geographic and time-based patterns

Widget Configuration

1. Select Data Source

{
  "dataSource": "crm.deals",
  "aggregation": "sum",
  "field": "value",
  "groupBy": "stage"
}

2. Apply Filters

{
  "filters": {
    "dateRange": "last_30_days",
    "status": ["active", "pending"],
    "owner": "current_user"
  }
}

3. Customize Appearance

Choose color schemes
Set refresh intervals
Configure tooltips and labels
Add drill-down actions

Example: Sales Dashboard

// Dashboard configuration JSON
{
  "name": "Sales Performance",
  "layout": "2-column",
  "widgets": [
    {
      "type": "metric",
      "title": "Monthly Revenue",
      "dataSource": "crm.deals",
      "query": {
        "aggregation": "sum",
        "field": "value",
        "filter": { "stage": "closed_won", "dateRange": "this_month" }
      }
    },
    {
      "type": "bar_chart",
      "title": "Deals by Stage",
      "dataSource": "crm.deals",
      "query": {
        "aggregation": "count",
        "groupBy": "stage"
      }
    },
    {
      "type": "table",
      "title": "Top Deals",
      "dataSource": "crm.deals",
      "columns": ["title", "value", "expected_close_date"],
      "limit": 10,
      "orderBy": "value DESC"
    }
  ]
}

Sharing & Permissions

Private Dashboard

Visible only to you

Team Dashboard

Share with specific teams or departments

Company-Wide

Available to all users in your organization

Next Steps

Analytics Guide →

Full documentation

Query Data →

GraphQL API

Embed Dashboards →

In your apps

Custom Dashboard Creation