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Dashboards

Read your team's KPIs, charts, and tables at a glance — and narrow them by date or filter in two clicks.

A dashboard turns your records into numbers and charts: how many tasks are open, how work is trending, who's carrying the load. You don't build dashboards here — you read them; they update themselves as records change.

Where dashboards live

Dashboards are items in an app's navigation sidebar, usually inside a group such as Analytics. Click one and it opens like any other page.

The dashboard header

At the top of every dashboard:

ElementWhat it does
Title and descriptionWhat this dashboard measures and why
Date-range presetA dropdown like Last 90 days — changes the time window for every widget at once
Dashboard filtersDropdowns like Task Status: All — narrow all widgets to a slice (e.g. only In Progress)

Tip: If a number looks wrong, check the date range and filters first — "Last 90 days" with Task Status: Done shows a very different picture than all-time, all statuses.

Date range and filters apply to the whole dashboard, so every widget answers the same question about the same slice of data — you never have to wonder whether two charts are counting different things.

Widget types

A dashboard is a grid of widgets. You'll meet three kinds:

WidgetLooks likeGood for
KPI stat tileOne big number with a labelHeadline figures — Open Tasks: 42
ChartBar, pie, and similar visualsComparing groups and spotting trends
TableRows and columnsThe detail behind a number — top items, recent records

A typical layout puts a row of stat tiles at the top (the headlines), charts in the middle (the shape of the data), and tables at the bottom (the receipts). Read it in that order and you'll have the story in under a minute.

Dashboards vs. views

Both show your records — from different altitudes:

SurfaceShowsUse it when
DashboardAggregates — counts, totals, trendsYou want the big picture
ViewIndividual records, row by rowYou want to work the list — see Using views

Empty states

A widget with nothing to show says so plainly — for example a table displaying No rows. That's not an error: with the current date range and filters, no records match. Widen the range or reset a filter and the data usually reappears.

From number to records

Dashboards summarize records, and some widgets let you drill through to them: where a tile, chart segment, or table row is clickable, it opens the matching records so you can act on what the number is telling you. From there you're in a normal list — see Using views.

Tip: Reading a dashboard is a loop: spot the odd number, narrow with a filter, drill through to the records, fix what needs fixing.

Where to go next

I want to…Read
Work with the records behind the numbersWorking with records
Filter and group a list myselfUsing views
Handle requests waiting on meApprovals
Manage what notifications I getNotifications
Back to the Console tourUsing ObjectOS

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