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The dashboard editor is the single place to create and modify dashboards. It combines two panels working on the same dashboard configuration:
  • Dashboard Builder - direct manipulation: add widgets, arrange the layout, set filters.
  • Dashboard assistant - AI panel on the left: describe a change in plain language and it’s applied to the dashboard. The panel can be hidden when you don’t need it.
Whatever one panel changes, the other sees - prompt first and fine-tune by hand, or build by hand and ask the assistant to extend it.
The dashboard editor - Dashboard assistant on the left, builder with the Add widget tile on the right

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Open the editor

From the Dashboards page, create a new dashboard or open an existing one for editing. Built-in dashboards open in the editor too - they’re fully editable (see below).

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Name and description

Every dashboard has a required name and an optional description. Enter them manually, or let the Dashboard assistant generate and update them to match the dashboard’s content.

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Add and remove widgets

  • An Add widget tile is always visible. Click it to open the widget picker - a searchable list of every available widget, each with its title, description, and type (KPIs, chart, table).
  • Each widget on a dashboard is unique. Widgets already present are marked as added in the picker and can’t be selected twice.
  • Remove a widget via its overflow menu (⋮) → Delete, with a confirmation step.
The widget picker - searchable list of available widgets
Widgets visualize the same filtered dataset from different angles - one dashboard is one analytical view, which is why duplicates and per-widget filters don’t exist.

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Filters

The filter bar above the dashboard content applies to every widget:
  • Period - always present. Presets from yesterday through last 7 / 30 / 90 / 180 days, last year, last 5 years, and all time.
  • Filters - attach Store, Country, Zone, Category, Brand, or Competitor filters next to the Period control.
Change any filter and every widget refreshes with the new scope.

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Arrange the layout

The layout is rows of widgets:
  • Drag & drop to reorder widgets within a row or move them between rows.
  • Drop a widget on the bottom drop zone to start a new row.
  • Widgets stretch to fill their cell; KPI cards and chart cards keep their natural heights, so the editor works best when similar widget types share a row.

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Auto-save

The editor saves automatically as you work - watch for Saved · Just now beneath the dashboard name. There is no separate save step, including for changes made by the assistant.

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Built-in dashboards: edit and reset

The built-in dashboards are editable like any other - widgets, filters, metadata, layout. Two guarantees keep them safe:
  • Reset restores the original built-in configuration at any time.
  • They can’t be permanently deleted - a removed built-in dashboard is recreated from its default template.