Dashboards & KPIs
The Dashboards module combines AI-generated dashboards with automated KPI tracking to give you a complete business intelligence layer on top of your data.
Key Concepts
| Concept | Description |
|---|---|
| Dashboard | A visual layout of charts, KPI values, and text summaries — built by AI |
| KPI | A Key Performance Indicator — a metric that auto-refreshes on a schedule |
| Brick | A building block of a dashboard (chart, KPI value, or text block) |
| Business Context | Your business description and goals — used by AI to create relevant dashboards |
| Business Pulse | Starred KPIs that appear on the Home Dashboard |
Workflow
1. Set Business Context → 2. Create KPIs → 3. Generate Dashboards → 4. Monitor & Alert
Recommended First-Time Flow
- Configure Business Context — Tell the AI about your business, goals, and challenges
- Let AI suggest KPIs — The AI analyzes your data and proposes relevant metrics
- Generate a Dashboard — Describe what you want and let AI build it
- Star your best KPIs — They'll appear in the Business Pulse on the Home Dashboard
Dashboard Limits by Plan
| Plan | Dashboards | KPIs |
|---|---|---|
| Free | 2 | 5 |
| Starter | 10 | 20 |
| Growth | 25 | 50 |
| Business | Unlimited | Unlimited |