Help & Documentation

Everything you need to get started and make the most of your project

SmallStack Docs Table of contents

Dashboards

Metrics (saved filters over datasets), grid dashboards and KPI reports — built by hand or by an AI agent

How it all fits together

The pieces in the order they build on each other: dataset, metric, component, then dashboards, goal lists and reports

What is a dataset?

A named, filterable table of data: the layer between a data source and everything built on it

What is a metric?

A saved filter over a dataset, rolled up to one number: the reusable unit behind every card, goal and report row

What is a component?

A saved card: a dataset filtered for it, or a metric for a single number, drawn by one design, built once and placed on any number of dashboards

What is a dashboard?

A grid of cards over your metrics: reading one, building one, and who can see it

What is a goal list?

Key numbers against their targets, read down in a meeting: on target, at risk or missed

What is a report?

A table of metrics across periods that sorts, drills into its rows, prints and downloads

What is a playlist?

Dashboards and goal lists one after another: paged through in a meeting, or rotating on a wall screen

Weeks, captures and history

How a goal list keeps its numbers as they stood when a week, day or month ended

Dashboards

Metrics, dashboards and reports: what each is, editing a layout, the period bar, sharing

Building a metric

The metric builder: datasets, AND/OR filters, periods, aggregations, thresholds, and the stored JSON

Goals

Key numbers against their targets, in sections: on target, at risk or missed, for reading down in a meeting

Playlists

Dashboards in a sequence: page through them like slides, or rotate them on a wall screen

Agents and the API

Have an AI agent build dashboards over MCP or REST — the tools, the loop, and the access rules