Dashboards
In short
- 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
Guides
- 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