Creating Dashboards
The Dashboard Factory uses AI to generate complete dashboards from a natural language description.
How to Create a Dashboard
- Go to Dashboards → click Factory (or + Create New)
- Choose a style: Strategic or Operational
- Write a description of what you want
- Click Generate
Dashboard Styles
| Style | Best For | What It Produces |
|---|---|---|
| Strategic | Executives, high-level overviews | Large KPI values, trend charts, executive summaries |
| Operational | Day-to-day operations, detailed monitoring | Dense tables, alert indicators, detailed breakdowns |
Quick Starters
Three pre-built templates to get you started:
| Template | Focus | Sample Prompt |
|---|---|---|
| Exec / Revenue | Revenue trends, top products, monthly growth | "Executive dashboard with revenue KPIs, top products, and growth trends" |
| Customer Success | Retention, satisfaction, churn | "Customer success dashboard with retention rates and satisfaction metrics" |
| Ops / Realtime | Pipeline health, ingestion metrics, quality | "Operational dashboard monitoring data quality and pipeline status" |
Writing Effective Prompts
Be specific in your description. Good prompts include:
- What metrics you want to see
- Time period to focus on
- Grouping dimensions (by region, product, customer segment)
- Comparisons you're interested in
Good: "Monthly revenue dashboard for the last 12 months showing total revenue, average order value, and top 10 products by sales, broken down by region"
Too vague: "Show me sales data"
Generation Process
After clicking Generate, you'll see real-time progress:
- Analyzing — AI examines your data schemas and business context
- Reviewing — AI creates SQL queries for each metric
- Final Review — AI optimizes queries and generates the layout
This typically takes 30-60 seconds.
Preview & Save
Before saving, you'll see a preview of the generated dashboard:
Each brick (building block) shows:
- Type — Chart (line/bar/pie/area/scatter), KPI Value (big number), or Text (summary)
- Size — Width × Height in the grid
- Linked KPI — Which metric powers this brick
- SQL — The query that generates the data (click to preview)
Click Save Dashboard to create it. The AI will then validate and optimize all queries (this takes 1-3 minutes in the background).
Prerequisites: You must have Business Context configured before creating dashboards. If you haven't set it up yet, you'll be redirected to the Business Context wizard.