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:
| Element | What it does |
|---|---|
| Title and description | What this dashboard measures and why |
| Date-range preset | A dropdown like Last 90 days — changes the time window for every widget at once |
| Dashboard filters | Dropdowns 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:
| Widget | Looks like | Good for |
|---|---|---|
| KPI stat tile | One big number with a label | Headline figures — Open Tasks: 42 |
| Chart | Bar, pie, and similar visuals | Comparing groups and spotting trends |
| Table | Rows and columns | The 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:
| Surface | Shows | Use it when |
|---|---|---|
| Dashboard | Aggregates — counts, totals, trends | You want the big picture |
| View | Individual records, row by row | You 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 numbers | Working with records |
| Filter and group a list myself | Using views |
| Handle requests waiting on me | Approvals |
| Manage what notifications I get | Notifications |
| Back to the Console tour | Using ObjectOS |