Dashboards
A dashboard is a page of widgets over your tables: numbers, charts, ranked lists, text and pictures. Widgets that take their values from a table are recalculated from it, so the dashboard shows the table as it is now, not a copy from the day it was made. You build a dashboard by hand, let AI propose one, or ask the assistant in chat to change it.
This page covers the dashboard as a whole. Each widget and how it reads a table are on Dashboard widgets.
Before you start
- Dashboards are part of every plan. A dashboard belongs to a project and reads its tables.
- Building and changing dashboards needs edit rights (members and admins). Viewers open dashboards and can change the filter values for themselves.
- Create with AI and Edit with AI use AI credits and are available when your organization can spend them.
Where dashboards live
- In a project: the Dashboards group of the project rail ("Dashboards generated from this table. Create new ones here or by asking the chat.").
- Across the organization: Presentations & dashboards ("Everything generated from your tables: open, share with a public link, or delete."), with a Dashboards tab.
Create a dashboard
Click + next to Dashboards in the project rail, or Create on the project's dashboards list:
| Choice | What happens |
|---|---|
| Empty dashboard | "Start from scratch and add widgets yourself". The editor opens with an empty page. |
| Create with AI | "AI analyzes the table and proposes the layout". |
Create a dashboard with AI asks "What should the dashboard show?" ("e.g. Delivery performance by carrier and month, late orders first"), which you can also leave empty: "The AI reads the data and plans the widgets. Say what the dashboard is for, or leave this empty." The dashboard is built in the background: "Dashboard queued. You can keep working". It appears in the list when it is ready, and you get a notification. The result is an ordinary dashboard: change any widget by hand afterwards.
You can also ask the AI assistant for a dashboard, or type / in chat and pick Generate a dashboard.
The dashboard page
| Control | What it does |
|---|---|
| ← | Back to the list. |
| Name | "Generated from Zlecenia transportowe" under it. Rename dashboard (the pencil) changes the name. |
| Open table | Opens the source table. |
| Refresh data | Recalculates every widget bound to a table: "Dashboard data refreshed from the table". |
| Share | The read-only link (see Share a dashboard). |
| Delete | "The dashboard and its public link will be removed. The source table is not affected." |
| Save | Saves your changes: "Dashboard saved". |
| Edit with AI | Opens chat next to the dashboard (see Edit with chat). |
| Panel | Shows or hides the panel on the right with Add and Settings. |
The dashboard is always editable for people who may edit it: there is no separate edit mode. Changes wait for Save; leaving with unsaved changes asks "This dashboard has unsaved changes. Save them before leaving the editor?" with Discard changes and Keep editing.
Arrange the widgets
- Open Add in the panel: "Click a widget to add it, or drag it onto the dashboard." The widgets are grouped into Charts, Numbers and Content.
- Click a widget to add it at the end, drag it to a place, or use the + between rows (Insert a widget here).
- Drag a widget by its handle (Drag to move) to rearrange: "Drag widgets to rearrange; hover a widget to resize it or change its data".
- Hover a widget for its tools: Size (S, a quarter of a row; M, half; L, three quarters; Full), Widget settings, Duplicate widget and Delete.
- Click Save.
A chart without data says "This chart has no data yet. Choose its data before saving", and saving waits until it has some. Selecting a widget opens Settings with its Data and Appearance (see Dashboard widgets).
Pages
A dashboard can have several pages, shown as tabs above the widgets, for example Operacje and Finanse.
- Add page (the + after the tabs) adds one.
- "Double-click to rename" a page.
- Delete page: "The page and all widgets on it will be removed from the dashboard."
A dashboard holds up to 12 pages and 80 widgets in all.
Filters
Filters let readers narrow the whole dashboard at once. "The filter applies to every widget built from this table."
To add one, click Add filter ("Add a filter to let readers narrow the whole dashboard at once."):
| Field | What it means | Example |
|---|---|---|
| Name | The filter's label ("e.g. Status"). | Status |
| Source table and Data range | The table (and its page) the filter reads. | Zlecenia transportowe |
| Column | The column it filters by. | Status |
| Condition | is any of, is none of, contains, is at least, is at most or is between. | is any of |
| Default values | "Applied every time the dashboard opens. Leave empty to start unfiltered." | Nowe, W trasie |
Click Save filter. A dashboard holds up to 6 filters ("A dashboard holds up to 6 filters."). The chip shows the filter and its values, for example "Status: All", "Status: not Nowe" or "Fracht EUR: ≥ 1000"; the pencil (Edit filter) and the bin (Remove filter) change it.
What readers do with filters
Anyone who opens the dashboard in Quanty can pick values in a filter (Search values, tick values, Apply). That changes only their own view: "Shown for this view only. The saved filters have not changed." Reset ("Return to the saved filters") goes back. If some widget cannot be recalculated with the chosen values, the bar says "Some widgets could not be recomputed with these filters."
Shared links show the saved state
A share link shows the dashboard with its saved filters and default values, without the filter bar. To give outside readers another cut of the data, save the dashboard with other default values.
Share a dashboard
- Click the share button.
- Under Who can open the link, choose Public ("Anyone on the internet with the link can view") or Organization only ("Only signed-in members of your organization can view").
- Click Create link and copy.
The link is read-only. Revoke link stops it ("This link is invalid or has been revoked."). Manage all shared links lists every active link of the organization, where admins and members can change who can open a link or revoke it ("Viewers can see the links but only members can manage them.").
Edit with chat
Click Edit with AI, or open chat with the dashboard on screen, and say what to change:
Add a KPI with the number of late orders and put it first,
and filter the whole dashboard to carriers from Poland.The assistant can add, change, move and remove widgets, bind them to a table, set filters and change pictures. Deleting a dashboard still waits for your confirmation in chat.
If the assistant changes the dashboard while you have unsaved changes, the page warns: "The assistant changed this dashboard while you were editing. Saving now replaces its changes with yours." Choose Load their version or save yours.
Limits
| What | Limit |
|---|---|
| Pages per dashboard | 12 |
| Widgets per dashboard | 80 |
| Filters | 6, each with up to 50 values |
| Points on a chart | 24 |
| A ranked list | 12 rows |
| A table widget | 20 rows, 8 columns |
| Pictures | PNG, JPEG, GIF or WebP, up to 5 MB |
| What to show (AI) | 2,000 characters |
Good to know
- The table stays untouched. Deleting a dashboard never changes the table.
- Refresh after big changes. Refresh data recalculates every bound widget from the table's latest values.
- A dashboard on a slide. A presentation can show widgets of a dashboard (see Slide layouts and themes).
Related pages
- Dashboard widgets: every widget, chart kinds and binding data.
- Presentations: slides from the same tables.
- Publish a live dashboard: a step-by-step recipe.
- AI assistant: changing the open dashboard in chat.