Build a dashboard

A good dashboard answers the questions you’d otherwise open five items to answer. Here’s the path from empty grid to a live overview.

1. Create the dashboard

   Click New in the sidebar and choose Dashboard. You get an empty grid; everything on it will be a widget.

2. Add your first widget

   Click Customize, then Add widget. The Suggested tab offers ready widgets built from your databases, or pick a building block and choose what to measure — a database, a Snoze app like time tracking, or a connected external source. A new dashboard can also Start from your data, which lays out a full first draft.

3. Shape the data

   Each metric has its own filter and each widget its own grouping — a KPI counting Status is Done, a bar chart of tasks per assignee, a formula like [Revenue] - [Expenses] across two databases. Define a metric once in the Data panel and every widget reuses it; the filter bar sets the period and comparison for the whole dashboard. Changes stay in a draft until you Apply them. If a teammate changed the same widget, metric or setting meanwhile, Apply names it and saves nothing; apply again to keep your version.

4. Arrange the grid

   Drag widgets to reposition, pull corners to resize. Put the number you check daily at the top left; detail lists can live lower down.

5. Share it

   A dashboard is an item like any other: share it with the team, or publish a public link for stakeholders who just need to see the numbers.