Dashboards and Charts

Dashboards are saved layouts of charts, useful when you want a recurring view of a few measures together — AR aging, top customers, manufacturer mix, anything else. Charts live independently in the Charts library and get pulled into any number of dashboards.

Browsing dashboards

Open Dashboards from the main nav:

The first time you visit, a Default Dashboard is created automatically and seeded with every chart you've built. Each tile shows the dashboard name and last-modified date. The dashed + New Dashboard tile starts a blank one.

There is no UI for marking a different dashboard as default — it's a one-shot at first visit.

Building a dashboard

Open any dashboard to land on its grid:

The dashboard header carries the title, date-range picker, + Create Chart (opens the inline builder), and + Add Existing (opens the chart library to pick from saved charts).

Charts arrange on a grid via react-grid-layout. Drag a chart by its header bar to move it; drag the corner to resize. Clicking the chart body opens the chart's expanded view, not a select — so the drag handle is intentionally header-only.

The chart library

Open Charts from the navigation gear (or via the + Add Existing modal on a dashboard):

Each row shows the chart title, axis grouping (e.g. Trailing 90 days, Monthly rollup), source tag, and last-modified date. The AI tag marks charts the AI generated; the colored dot is the chart's status indicator. AI-generated charts can be refreshed, deleted, or compared, but they don't expose an Edit button — only charts you built in the form do.

Building a chart

The full-page chart builder (used from a dashboard's + Create Chart button) is the canonical place to build:

• Data source — which metric view to query.
• X axis — usually the time dimension.
• Y axes — one or more measures (revenue, profit, support cases, etc.). The full builder supports multiple measures; the quick-build modal in the Charts library does not.
• Filters — same dimension picker as the river, applied before the chart computes.
• Visualization — bar, line, area, or table.

Editing an existing chart

Open a chart from the library to land on its detail view:

Switch between Chart, Table, and SQL views from the top-right toggle. Compare opens a side-by-side comparison against another period. The refresh icon re-runs the underlying query. The trash icon deletes.

The Edit button only appears on charts whose source is the form builder. AI charts cannot be edited — clone or rebuild them instead.

Adding a chart to a dashboard

From the dashboard detail, click + Add Existing to open the chart library panel. Pick any chart and it lands on the dashboard grid below the existing charts. The dashboard layout is optimistic — drags reposition immediately and roll back if the save fails.