Create a Dashboard
Creating Dashboards
Dashboards in AI for Database let you combine multiple queries into a single, live overview. They refresh automatically and can be shared with your team or embedded in other tools.
Step 1: Create a New Dashboard
Click Dashboards in the sidebar, then New Dashboard. Give it a name (e.g., "Sales Overview" or "Weekly Ops Report") and an optional description.
Step 2: Add Widgets
Click Add Widget to add a query result to your dashboard. You can:
- Ask a new question -- type a natural language question directly in the widget builder.
- Use a saved query -- select from your saved queries or query history.
- Write SQL -- use raw SQL for maximum control.
Each widget displays its results as a table, chart, or metric card. You can change the visualization type after adding it.
Step 3: Arrange the Layout
Drag and drop widgets to rearrange them. Resize widgets by dragging their edges. The dashboard uses a responsive grid that adapts to different screen sizes.
Layout options:
- Full width -- widget spans the entire dashboard width
- Half width -- two widgets side by side
- Third width -- three widgets in a row
Step 4: Configure Refresh
Each dashboard has a refresh schedule:
- Manual -- only refreshes when you click the refresh button
- Every 5 minutes -- for real-time monitoring
- Every hour -- for operational dashboards
- Daily -- for daily reports
Individual widgets can also have their own refresh schedule if you need different frequencies.
Step 5: Style and Theme
Customize your dashboard appearance:
- Choose a title font size and color
- Add section dividers between groups of widgets
- Set a dashboard-level date range filter that applies to all widgets
- Enable dark mode (default) or light mode for presentations
Dashboard Templates
AI for Database includes starter templates for common use cases:
- SaaS Metrics -- MRR, churn, active users, conversion rates
- E-commerce -- orders, revenue, top products, inventory
- Support -- ticket volume, response time, resolution rate, CSAT
- Marketing -- leads, campaigns, conversion funnel
Select a template when creating a new dashboard and customize it for your data.