Dashboards

A dashboard is a named collection of widgets — charts and AI-written insights — displayed in a draggable grid layout.

Creating a dashboard

Every account starts with a default dashboard. To create additional dashboards:

Open the sidebar
Click New Dashboard in the Dashboards section
Give it a name (e.g. "Q4 Sales Analysis")

Each dashboard is bound to its data source, so widgets keep querying the right tables.

Adding widgets

From the Explorer, AI-generated charts appear in the right panel. Click the + button on any widget card and choose which dashboard to add it to.

You can also type a custom prompt in the chat input to generate specific charts.

Grid layout

Dashboards use a 12-column draggable grid. Each widget occupies a number of columns and rows:

Drag — grab a widget and move it anywhere in the grid
Resize — drag the bottom-right corner handle to change the widget's size
Auto-arrange — other widgets shift automatically to avoid overlaps

Layouts are saved automatically. Click Reset Layout in the toolbar to return to the auto-generated arrangement.

Insights

Insights are AI-written text analysis blocks that live alongside charts in the same grid. They provide context for your data — trends, anomalies, summaries — formatted as markdown.

Insights follow the same drag-and-resize rules as chart widgets.

Managing widgets

Each widget card in the dashboard has a toolbar with:

Refresh — re-run the SQL query and update the chart
Delete — remove the widget from the dashboard

Create separate dashboards for different analysis scenarios. When you start working with a new data source, create a new dashboard rather than mixing sources. Each dashboard remembers its own layout, widgets, and data binding.

Generating a report

From any dashboard, click Generate Report to create an executive-style document. See Reports for details.