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Build a dashboard

A dashboard is a saved layout of charts under Monitor → Insights. There are two ways to build one — describe it to the AI, or lay it out by hand.

Build with AI

Section titled “Build with AI”

  1. Start. Open Monitor → Insights and click Build with AI.

  2. Describe the dashboard in plain language — “claim volume by status over the last month, average approved amount by adjuster, and the failure rate over time.”

  3. Let it build. The AI turns each ask into a chart — using the same query model — and lays them out for you.

  4. Review and save. Tweak any chart, rearrange the layout, and save. You can keep editing it by hand afterward.

Build by hand

Section titled “Build by hand”

  1. Create. Click + New (or New Dashboard) and give it a name.

  2. Add charts. In the editor, add chart widgets and configure each one’s query — data source, measure, and grouping (see Explore insights).

  3. Arrange. Drag to reorder and resize the widgets into a layout that reads well.

  4. Save.

Share it

Section titled “Share it”

A dashboard is private by default. From its settings you can share it with your team — read-only or editable — or keep it to yourself.

Section titled “Related”
Explore insightsDefine the charts a dashboard is made of.
Dashboards & insightsThe concepts behind Insights.
Manage projects, members & rolesWho you can share a dashboard with.