Creating Dashboards

Dashboards are the core unit of reporting in Statisfy. Each dashboard is a collection of widgets arranged on a grid, with optional dashboard-level filters that apply to all widgets at once.

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Creating a New Dashboard

1. Navigate to the Reports page from the main sidebar.
2. Click Create New to open the dashboard editor.
3. Enter a name for your dashboard in the toolbar at the top.
4. Add widgets, configure filters, and arrange the layout.
5. Click Save when finished.

The editor shows an empty grid with an Add Widget prompt. Each widget you add appears on the grid and can be repositioned or resized.

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The Dashboard Editor

The dashboard editor has three main areas:

• Toolbar — Dashboard name, Add Widget button, Edit Filters button, Settings, and Save/Cancel controls. An unsaved changes indicator appears when you have pending edits.
• Widget Grid — A 12-column grid where your widgets are arranged. Drag widgets to reposition them and resize by dragging their edges.
• Widget Editor — Opens as a full-page view when you add or edit a widget.

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Adding Widgets

Click Add Widget in the toolbar to open the widget editor. The editor has two panels:

• Left panel — Widget type selector, title, widget-specific configuration, and optional hyperlink/layout settings.
• Right panel — Live preview at the top and data source configuration below.

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Widget Types

Select a widget type from the left panel. Each type has its own configuration options:

Metric Card

Displays a single aggregated number as a KPI with optional trend and sparkline.

Setting	Description
Aggregation	COUNT, SUM, AVG, MIN, MAX, or COUNT DISTINCT
Column	The numeric column to aggregate
Format	Number, currency, percent, or compact notation (K, M, B)
Currency symbol	Symbol to display for currency format
Decimal places	Number of decimal digits to show
Trend	Optional comparison to a prior period

Bar Chart

Vertical or horizontal bars for comparing values across categories.

Setting	Description
X-axis	Category column (auto-detect available)
Y-axis	One or more aggregated measures
Orientation	Vertical or horizontal
Stacked	Stack multiple series into a single bar
Data labels	Show values on bars
Legend	Show/hide legend
Reference lines	Add horizontal threshold or goal lines
Value format	Currency, percentage, or compact notation
Date truncation	For date columns: year, quarter, month, week, or day

Line Chart

Trend lines over a time dimension or ordered category.

Setting	Description
X-axis	Time or category column
Y-axis	One or more aggregated measures
Smooth	Curved lines instead of straight segments
Data points	Show point markers on the line
Data labels	Show values at each point
Legend	Show/hide legend
Reference lines	Add threshold or goal lines
Date formatting	Control how dates appear on the axis

Area Chart

Filled area visualization, useful for showing volume over time.

Setting	Description
X-axis	Time or category column
Y-axis	One or more aggregated measures
Stacked	Stack areas (normal or 100%)
Smooth	Curved fill instead of straight
Opacity	Control fill transparency
Legend	Show/hide legend

Pie / Donut Chart

Proportional breakdown of a category.

Setting	Description
Dimension	Category column to slice by
Measure	Aggregation for slice size
Variant	Pie or donut (hollow center)
Labels	Inside or outside the slices
Percentages	Show percentage on each slice
Legend	Show/hide legend
Sort	Ascending, descending, or none

Scatter Chart

Plot data points by two axes with optional bubble sizing.

Setting	Description
X-axis	Numeric column for horizontal position
Y-axis	Numeric column for vertical position
Size column	Optional — maps a third value to point size (bubble mode)
Color column	Optional — color points by category
Labels	Show labels on points
Trendline	Add a trendline overlay

Data Table

Sortable, paginated table of raw or aggregated data.

Setting	Description
Columns	Select which columns to display
Page size	Rows per page: 5, 10, 25, 50, or 100
Sortable	Allow column header sorting
Pivot	Pivot a column’s values into separate columns
Date formatting	Control how date columns are displayed

Text

Static text block for titles, annotations, or section labels.

Setting	Description
Content	Text or Markdown content
Markdown	Enable Markdown rendering (bold, italic, code blocks)
Alignment	Left, Center, or Right
Font size	Small, Normal, Large, or XLarge

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Configuring Data Sources

Below the live preview, you configure where the widget gets its data. There are three modes:

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Guided Mode

The default mode. It provides a simplified interface tailored to the widget type:

1. Select a table — Pick from the available data sources (Accounts, Opportunities, Activities, etc.).
2. Choose columns — Select the columns to display or aggregate.
3. Set aggregations — For charts and metrics, choose how values are combined (SUM, AVG, COUNT, etc.).
4. Add filters — Narrow the data for this specific widget.
5. Configure grouping — For charts, choose the group-by column (the X-axis dimension).

The live preview updates as you make changes.

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Advanced Mode

A full visual query builder for complex queries:

• Schema explorer — Browse all available tables and columns in a sidebar.
• Table selection — Add one or more tables with join conditions (LEFT, RIGHT, INNER, FULL).
• Column selection — Pick columns with optional aggregations and aliases.
• Filter builder — Create filter conditions with 15 operators (equals, greater than, in list, like, between, is null, etc.).
• Sort builder — Define sort order on one or more columns.
• Calculated fields — Define computed columns using expressions.
• SQL preview — See the generated SQL for your query.
• Results preview — Execute and preview results directly in the builder.

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Saved Query Mode

Select from previously saved queries to reuse a data configuration across multiple widgets.

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Aggregations

When building charts or metric cards, you aggregate raw data into summary values. The available aggregation functions are: Aggregations are applied per group. For example, a bar chart grouped by account type with a SUM aggregation on ARR shows the total ARR for each account type.

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Filtering Widget Data

Each widget can have its own filters that are independent of the dashboard-level filters. Widget filters narrow the data before aggregation. To add a widget filter in guided mode:

1. Click Add Filter in the data configuration section.
2. Select the column to filter on.
3. Choose an operator (equals, greater than, in list, contains, etc.).
4. Enter the filter value(s).

Multiple filters combine with AND logic — all conditions must be true for a row to be included.

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Dashboard-Level Filters

Dashboard filters appear in the filter bar and let anyone viewing the dashboard narrow data across all widgets at once. To configure them:

1. Click Edit Filters in the dashboard editor toolbar.
2. Add a filter and configure:
   • Label — The name shown in the filter bar.
   • Type — Multi-select, single select, text, date range, or number range.
   • Column — The data column this filter targets.
   • Table — Which data source the column belongs to (optional if unambiguous).
   • Default value — The initial filter state when the dashboard loads.
   • Dynamic options — When enabled, filter dropdown values are loaded from your data automatically.

Dashboard filters apply to all widgets that query the targeted column. When a viewer changes a filter value, every affected widget re-executes its query with the new condition.

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Arranging the Layout

The dashboard grid is a 12-column layout. When you add a widget, it is placed at the next available position with a default size based on its type:

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Repositioning Widgets

Drag any widget by its header to move it to a new position on the grid. Other widgets reflow automatically to accommodate the change.

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Resizing Widgets

Drag the bottom-right corner of a widget to resize it. Widgets have a minimum size of 2 x 2 grid units to ensure readability.

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Responsive Behavior

The grid adapts to different screen sizes: Widgets reflow automatically at each breakpoint so dashboards remain usable on smaller screens.

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Editing an Existing Dashboard

To modify a dashboard you’ve already created:

1. Navigate to the Reports page.
2. Click the three-dot menu on the dashboard card.
3. Select Edit to open the dashboard editor with the existing layout.
4. Make your changes — add, remove, or reconfigure widgets, adjust filters, or rearrange the layout.
5. Click Save to persist your changes.

To edit a specific widget, click it in the editor grid to reopen the widget editor with its current configuration.

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Duplicating a Dashboard

To create a copy of an existing dashboard:

1. Navigate to the Reports page.
2. Click the three-dot menu on the dashboard card.
3. Select Duplicate.

A new dashboard is created with the same widgets, layout, and filter configuration as the original. You can then rename it and make changes without affecting the source dashboard.

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Deleting a Dashboard

1. Navigate to the Reports page.
2. Click the three-dot menu on the dashboard card.
3. Select Delete.
4. Confirm the deletion.

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Optional Widget Settings

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Hyperlinks

You can attach a hyperlink to any widget. When configured, a link icon appears in the widget header that navigates to the specified URL. This is useful for linking to related views, external tools, or filtered account lists.

• URL — The destination link.
• Link title — Tooltip text shown on hover.
• Target — Open in a new tab or the current tab.

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Layout Constraints

You can set minimum and maximum width/height for a widget to prevent it from being resized beyond useful bounds.

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Related Pages

• Reports Overview — Key concepts, widget types, and data sources
• Viewing Dashboards — Navigate dashboards and interact with widgets
• Using Filters — Filter bar, filter types, and cross-filtering
• Managing Pinned Dashboards — Pin, unpin, and reorder dashboards