Create and change dashboards

You build dashboards by describing what you want to know in chat. The agent writes the reports and adds them to the dashboard, and you see each one appear as it works. For what a dashboard can show, see Dashboards.

Who can use it

Dashboards are on the Pro, Growth and Enterprise plans. Only owners and admins create, change, share and delete dashboards; the agent’s dashboard tools are available to them alone.

Earlier plans can differ. Check your workspace’s available features.

Create a dashboard

Build around a question, such as “Which deals are slipping this quarter?” The agent saves the question with each report so viewers know what it answers.

1. Open Dashboards in the left sidebar and click Create in chat. You can also ask the agent from any chat.
2. Describe the questions you want the dashboard to answer. For example:
   • “How much pipeline is open right now, what’s our average deal size, and how do opportunities break down by stage?”
   • “Which deals close this month, and which accounts have we met with most this quarter?”
   • “I run a weekly pipeline review. How is each owner tracking, and what moved stage since last week?”
3. The agent builds the reports and adds them to a new dashboard.

The new dashboard has a Private label until you share it. Workspace owners and admins can still see private dashboards.

Change a dashboard with chat

Open the dashboard and describe the change in its chat. To work on one report, open the report’s menu and choose Edit via chat, or click the report, so the agent knows which one you mean. For example:

• “Add a report showing pipeline by owner.”
• “Change this report to a line chart of pipeline by week.”
• “Only include open opportunities in this metric.”
• “Default this report to this quarter.”
• “Rename this report to Pipeline at risk.”
• “Rename this dashboard to Weekly pipeline review.”

On an empty dashboard, click Add reports to open a chat about it. Changes appear on the dashboard as the agent works.

Arrange and remove reports

On the full dashboard page, drag a report to move it and drag its corner to resize it. Layout editing isn’t available while the agent is changing the dashboard.

Deleting a report cannot be undone, though you can ask the agent to add it again. To remove one, open its menu, choose Delete, then confirm.

Share a dashboard with your workspace

Before you share, check what each report reveals. Reports aren’t filtered by each viewer’s access, so everyone who can see the dashboard sees the same numbers and underlying records as you. A workspace dashboard can show someone data they couldn’t open directly, such as who met with which accounts.

1. Open each report, select a few chart values, and check the records behind them, not just the headline number.
2. Pay extra attention to reports that include private emails, meetings or notes.
3. Remember that a table shows its rows to everyone who can see it.
4. If any report would show data someone shouldn’t see, keep the dashboard private and share the findings another way.

When you’re ready:

1. Open the dashboard’s options menu.
2. Choose Make visible to workspace.
3. In Make this dashboard visible to workspace, click Make visible.

The change takes effect straight away, and nobody is notified. To hide it again, choose Make private from the same menu.

Delete a dashboard

1. Open the dashboard’s options menu and choose Delete dashboard.
2. Confirm. The dashboard moves to Deleted Items and is removed from Dashboards for everyone. See Deleted items for restoration.

Troubleshooting

A report shows Failed to load or Query timed out

Click Fix with agent on the report. The agent checks the report and repairs it, for example by making a slow query finish faster.

A report says Record drill-down is not configured for this report

Older reports may not support seeing the records behind a value. Click Add drill-down with agent, and the agent adds it.

I can’t drag or resize reports

Layout editing works on the full dashboard page, for admins, and not while the agent is working. Open the dashboard on its own page and wait for the agent to finish.

Common questions

Can members build dashboards? No. Only owners and admins create and change dashboards. Members can ask the agent for a one-off report in chat instead; see Reports in chat.

Is there a report builder or SQL editor? No. You build and change reports by describing them in chat.

Does anyone get notified when I share a dashboard? No. The dashboard appears in Dashboards for everyone in the workspace, without a notification.

Can I undo deleting a report? No. Ask the agent to add the report again.