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Board Dashboard

Beta

Board Dashboards are currently in open beta. The feature is fully functional, and we are actively improving the experience based on user feedback. To share feedback, email [email protected].

Board dashboards let you visualize your board data through charts, summary metrics, and data lists. Instead of scanning through rows and columns to understand trends, you can build a dashboard that presents the key numbers and visualizations at a glance.

What Is a Board Dashboard?​

A dashboard is a configurable page linked to a board that displays widgets --- visual components that aggregate and present data from the board's tables. Each board can have multiple dashboards, and each dashboard can contain multiple groups of widgets organized by source table.

Access dashboards from the board header using the Dashboard button. If no dashboards exist yet, board administrators can create one.

Widget Types​

Dashboards support three types of widgets, each designed for a different way of presenting data:

Summary Widgets​

Summary widgets display a single aggregated metric as a large number. They are ideal for KPIs and quick status indicators. Available metrics include:

  • Count --- Total number of rows matching the filter.
  • Distinct --- Number of unique values in a specific column.
  • Sum --- Total of all numeric values in a column.
  • Average --- Mean value of a numeric column.
  • Median --- Middle value of a numeric column.
  • Min / Max --- Lowest or highest value in a numeric column.

Chart Widgets​

Chart widgets display data as visual charts. Available chart types include:

  • Bar chart --- Compare values across categories.
  • Line chart --- Show trends over time.
  • Pie chart --- Display proportional distribution.
  • Donut chart --- Similar to pie, with a hollow center for a cleaner look.
  • Scatter chart --- Plot data points to identify patterns and correlations.

Charts support grouping data by any text, status, dropdown, label, date, user, or checkbox column (X-axis), and aggregating with count, sum, average, min, or max (Y-axis). Date columns include granularity options: day, week, month, quarter, or year.

List Widgets​

List widgets display a table of rows from your board, filtered and limited to a configurable number of entries. They are useful for showing top items, recent entries, or filtered subsets of your data.

Creating and Configuring Widgets​

  1. Open a dashboard from the board header.
  2. Click Add Group and select the source table.
  3. Within the group, add widgets by selecting a widget type (Summary, Chart, or List).
  4. Configure each widget using the side panel:
    • Set a title for the widget.
    • Choose the source table and apply filters to narrow the data.
    • Configure the metric, chart type, columns, or row limit depending on the widget type.
  5. Drag and resize widgets within the grid layout to arrange your dashboard.

Filtering Dashboard Data​

Each widget can have its own filter that narrows down which rows are included in the calculation or visualization. Filters use the same condition system as board table filters:

  • Select a column, an operator (equals, contains, greater than, etc.), and a value.
  • Combine multiple conditions with AND or OR logic.
  • Leave the filter empty to include all rows from the table.

Dashboard Permissions​

  • Board administrators and dashboard owners can edit dashboards, add or remove widgets, and modify configurations.
  • All board members can view dashboards.
  • Dashboard access can be further configured through the dashboard access settings.

Managing Dashboards​

  • Rename --- Click the edit icon next to the dashboard title to rename it.
  • Multiple dashboards --- A single board can have several dashboards, each focused on different aspects of your data. Switch between them from the board header.
  • Configuration panel --- Open the side panel to edit dashboard-level settings, group properties, and individual widget configurations.
tip

Start with a Summary widget showing the total count of rows, then add a Chart widget to visualize the distribution by status or assignee. This combination gives you both a quick number and a visual breakdown in seconds.