> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Dashboards

> Build custom dashboards by adding widgets, configuring data sources, and arranging layouts.

<Note>
  Dashboard creation and editing is available to **admin** users. Non-admin users can view dashboards but cannot create or modify them.
</Note>

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.

### 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.

### 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.

***

## 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.

### Widget Types

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

<Accordion title="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                    |
</Accordion>

<Accordion title="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 |
</Accordion>

<Accordion title="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      |
</Accordion>

<Accordion title="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                |
</Accordion>

<Accordion title="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 |
</Accordion>

<Accordion title="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                                   |
</Accordion>

<Accordion title="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        |
</Accordion>

<Accordion title="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                       |
</Accordion>

***

## Configuring Data Sources

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

### 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.

<Tip>
  For multi-table queries, you can add columns from a second data source. The guided mode will prompt you to define a join condition between the tables.
</Tip>

### 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.

### Saved Query Mode

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

***

## Aggregations

When building charts or metric cards, you aggregate raw data into summary values. The available aggregation functions are:

| Function           | Description             | Use For                     |
| ------------------ | ----------------------- | --------------------------- |
| **COUNT**          | Number of rows          | "How many accounts?"        |
| **COUNT DISTINCT** | Number of unique values | "How many unique owners?"   |
| **SUM**            | Total of all values     | "Total ARR across accounts" |
| **AVG**            | Mean of all values      | "Average deal size"         |
| **MIN**            | Smallest value          | "Lowest health score"       |
| **MAX**            | Largest value           | "Highest renewal amount"    |

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.

***

## 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.

<Note>
  Widget-level filters are fixed into the widget's query and are not visible to viewers. Dashboard-level filters (configured separately) appear in the filter bar and let viewers adjust them interactively. See [Using Filters](/reports/using_filters) for details on dashboard filters.
</Note>

***

## 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.

***

## 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:

| Widget Type   | Default Size (columns x rows) |
| ------------- | ----------------------------- |
| Metric Card   | 3 x 2                         |
| Bar Chart     | 6 x 4                         |
| Line Chart    | 6 x 4                         |
| Area Chart    | 6 x 4                         |
| Pie / Donut   | 4 x 4                         |
| Scatter Chart | 6 x 4                         |
| Data Table    | 12 x 4                        |
| Text          | 4 x 2                         |

### 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.

### 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.

### Responsive Behavior

The grid adapts to different screen sizes:

| Screen Width | Grid Columns |
| ------------ | ------------ |
| 1200px+      | 12           |
| 996px+       | 10           |
| 768px+       | 6            |
| 480px+       | 4            |
| Below 480px  | 2            |

Widgets reflow automatically at each breakpoint so dashboards remain usable on smaller screens.

***

## 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.

***

## 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.

***

## 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.

<Warning>
  Deleting a dashboard removes it permanently, including all widgets and pinned references. This action cannot be undone.
</Warning>

***

## Optional Widget Settings

### 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.

### Layout Constraints

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

***

## Related Pages

* [Reports Overview](/reports/basics_of_reports) — Key concepts, widget types, and data sources
* [Viewing Dashboards](/reports/viewing_dashboards) — Navigate dashboards and interact with widgets
* [Using Filters](/reports/using_filters) — Filter bar, filter types, and cross-filtering
* [Managing Pinned Dashboards](/reports/managing_pinned_dashboards) — Pin, unpin, and reorder dashboards