Skip to main content
Dashboards are where your team goes to check the numbers. They stay current on their own, so nobody has to request an update or wonder whether they’re looking at last month’s figures. A dashboard (.sdash) is a grid of cards (charts, KPIs, tables, and more) that update automatically as your data changes. A dashboard can have multiple tabs, each its own grid of cards. Dashboards are an artifact and live inside a project.
An example dashboard titled 'Financial P&L Overview' on a grid layout, under the breadcrumb 'Reporting / Financial P&L Ops'. A filter bar (Period between range 1/1/2025 - 6/1/2026, account_name is in All, account_category is in All, a +1 collapsed group, and Add Filter) runs across the top, with Edit with AI and Edit buttons at the top-right. Below are four KPI cards (Revenue $2.57M, -0.7% vs prior month; Gross Profit $2.14M, -1.3%; Operating Expenses $1.90M, -4.4%; EBITDA $238.06K, +32.3%). A 'Latest Month P&L' section follows with a waterfall card (Latest Month P&L Bridge, stepping from $2.58M of revenue down through COGS, Sales & Marketing, R&D, and G&A to $238.06K of EBITDA) and a table card (P&L Statement — Last 6 Months, listing Revenue and Cost of Revenue line items by month from Jan 2026). A single Tab 1 tab sits at the bottom.

An example dashboard: KPI, chart, and table cards on a grid

Dashboards are app-only today: there are no dashboard endpoints. See API coverage for what is planned.

​
Create a dashboard

Start a dashboard from the Dashboards page → Create (top-right), from a project’s Create → Dashboard, or from the editor’s empty state. There are two ways to build it:
  • Start with Addison: describe what you want (“Revenue by region”, “Headcount trends”) and Addison builds the dashboard, streaming it live, the same way it creates a report.
  • Start from scratch: a blank canvas you build yourself, card by card.
The Dashboards page at /dashboards ('Create and manage your dashboards'), with a Create dropdown open showing 'Start with Addison' and 'Start from scratch'. Below is a table of dashboards across projects with Name, Project, Created, and Updated columns.

The Dashboards page and its Create menu

A 'Create dashboard' modal asking 'What dashboard do you want to create?', with a prompt field (placeholder 'weekly revenue by region for the last 12 weeks'), a project chip, and suggestion chips: Revenue by region, Headcount trends, Product metrics, and Executive summary.

Start with Addison

A 'Create Empty Dashboard' modal that reads 'Create an empty dashboard. Add cards yourself or by Addison later.', with a Project selector, a Name field, and Cancel and Create buttons.

Start from scratch

Two more ways: from a project’s Create → Dashboard (see Create artifacts from project), or by asking Addison in a chat (see Creating artifacts).

​
Find and open dashboards

The Dashboards page (shown above) lists your dashboards across all projects (Name, Project, Created, Updated) with search. Click one to open its editor. Dashboards are .sdash folder packages, so they also appear in their project’s file browser.

​
Data sources

A dashboard’s data sources are the tables it pulls from. Open the Data Sources panel in the edit toolbar to add and manage them, listed under Tables and SQL Queries. Once added, a source is available when you set up a card, and its columns become available as filter options.
The Data Sources panel in the dashboard edit toolbar, grouped into 'Tables' (pnl_actuals) and 'SQL Queries' (Financial P&L Overview, Revenue, Gross Profit, Operating Expenses, EBITDA, Latest Month P&L, Latest Month P&L Bridge, P&L Statement — Last 6 …, Trends & Composition, Gross & Operating Margin…, Revenue, COGS & OpEx T…, Operating Expense Mix by…, COGS Mix by Category), with an Add Data Source button at the bottom.

The Data Sources panel

A 'Connect with Summation Data Grid' modal with a two-pane folder and table browser. The left pane shows a folder tree (a root folder and Sales_Data) with 29 results; the right pane lists tables each tagged TABLE and labelled with its table ID (budget_plan checked, alongside demand_signals, partner_revshare_actuals, p_and_l, sales_velocity, inventory_position, buy_plan, plan_kpis, and open_purchase_orders), with a search box, Select all, 22 results, and Cancel and Import 1 table buttons.

Add a table from the Summation Data Grid

There are two kinds of data sources:
  • Views: point-and-click data setup, no SQL required. Pick tables, columns, filters, and aggregations through the config pane, and change them any time. Cards you build by hand use a view by default.
  • SQL: a query written directly. It’s more flexible but not editable by hand, and Addison writes most SQL-backed cards. You can still change a SQL card’s Card Type, Title, Style, and Filter behavior, but not the query itself, which is marked Read Only in the config pane.

​
Cards

A dashboard is a grid of cards.

​
Build and edit

Click Edit to enter edit mode, then:
  • Add cards. Open a palette from the toolbar (Add Chart / Table / KPI / Text, plus Data Sources) and drag a card onto the grid. Summation fills in the data and picks a sensible default setup. You can also drag a table straight onto the grid to build a chart from it. Cards you add manually always use a view (see Data sources).
  • Arrange. Drag to move, and use the resize handles. Cards snap to a grid.
  • Act on a card. Select it to reveal its toolbar (Ask, Edit, and ⋯). Edit opens the config pane.
  • Save. Nothing saves automatically. Click Save when you’re done, or Undo / Cancel to back out.
Dashboard edit mode. The left palette lists chart types (Bar Chart, Waterfall, Line, Pie, Combo, Box Plot, Bullet) and a Bar Chart card is being dragged onto the empty grid. The toolbar has Data Sources, Chart, Table, Text, KPI, and JSON icons; the top-right shows Edit with AI, Cancel, Undo, and Save.

Edit mode: drag a card from the palette onto the grid

A selected KPI card ('Unique athletes', 135K, +198.9% vs since 2000 (45K)) in dashboard edit mode with resize handles. Its toolbar shows Ask, an Edit (sliders) button that opens the config pane, and a More (⋯) button; the top-right of the editor has Edit with AI, Cancel, Undo, and Save.

A selected card in edit mode, with its toolbar

​
Configure a card

Select a card in edit mode and open its config pane (the right rail) from the card’s Edit button. The pane has three tabs:
  • Data: the data source and how it’s shaped: Select View, row and column pivots, value, filter, and sorting.
  • Config: the card itself: Card Type, title, data mapping (value column, comparison), and number format.
  • Style: presentation: title, color scheme, orientation, legend, axes, and formats, for chart and non-pivoted table cards.
A card built on a view is fully editable. A card built on SQL has one restriction: its query is Read Only, so only Addison can change what data it returns. Filter behavior, Card Type, Title, and Style all stay editable.
The card config pane's Data tab ('Data Configuration'). Data Source is 'View' marked Read Only; Select View is 'olympics_event'; a Row Limit toggle set to 15; and collapsible sections, each with a View badge: Row Pivots (NOC), Column Pivots, Value (medals · Count(ID)), Filter (Medal not equals NA), and Sorting (medals · Desc).

Data

The card config pane's Config tab ('Card Configuration'). Card Type is KPI, Title 'Unique athletes'; a Data Mapping section with Value Column 'athletes', Value Label, Target Column 'athletes_since_2000', and Target Label 'since 2000'; a Show Comparison toggle, Comparison Mode 'Percentage', Positive Delta (#16A34A) and Negative Delta (#B91C1C) color swatches, and Horizontal Alignment 'Left'.

Config

The card config pane's Style tab, with General and Medals sub-tabs (Medals selected). A Series Configuration section sets Chart Type 'Bar Chart' and Display Name 'Medals'; a Bar Color section with Solid/Conditional and Gradient/Discrete toggles and color stops that blend by value (#EF4444 at 0%, #FBBF24 at 33.3%, #10B981 at 66.6%, #3B82F6 at 100%); and a Bar Styling section with Bar Width and Bar Radius steppers.

Style

​
Ask and edit with Addison

Dashboards aren’t edited by typing. Select a card for its toolbar and pick:
  • Ask: ask Addison a question about that card. The answer streams in the chat pane.
  • Edit with AI: enter AI-edit mode, then select cards and describe the change you want. Edits queue in a bar (“N edits”), and Submit sends them to Addison as one request to apply.
A KPI card ('Gross Profit', $2.14M, -1.3% vs prior month ($2.17M)) selected in view mode on the 'Financial P&L Overview' dashboard, showing a floating toolbar with Ask, Edit with AI, and a More (⋯) button; the Revenue ($2.57M) and Operating Expenses ($1.90M) cards sit alongside.

Select a card to Ask or Edit with AI

An 'Ask Addison' input box appearing below the selected 'Competing countries (NOCs)' KPI card on the 'Olympic Countries Review' dashboard, with a + button to add context.

Ask: question a card

Dashboard 'Financial P&L Overview' in AI-edit mode: the selected 'P&L Statement — Last 6 Months' card shows an edit thread with the comment 'display all line items in thousands' and Remove and Close actions, plus a '1 edit' bar with Discard and Submit at the bottom of the screen; the Edit with AI button at the top-right carries a '1' badge.

Edit with AI: queue edits, then Submit

​
Filters

A filter bar above the grid filters every card at once. Click Add Filter, pick a column, then choose an operator and values. See Appendix B for filter types and operators. Filters behave differently in each mode:
  • View mode: filters you add here are temporary, for exploring. A blue dot marks them, and they last only for your session. To keep one, switch to edit mode and Save. Extra filters collapse into a +N dropdown.
  • Edit mode: add, remove, and Pin filters. A pinned filter stays out front and isn’t collapsed. The reorder button rearranges them, pinned among pinned and unpinned among unpinned. Save to persist.
  • Cross-filtering: click a data point in a chart to filter every other card to that selection.
A discrete filter for 'Name' open in the filter bar. The operator is 'Is in'; there is a search box and 'Select all'; a checklist of sample values out of 250 total (Gabrielle Marie 'Gabby'…, Eleonora Margarida Jos…, Jean Hauptmanns, Luis ngel Fernando de l…, Th Anh, Th Ngn Thng); and Clear selection and Reset at the bottom.

A discrete filter: searchable multi-select

A date filter ('event_date is in MTD') open with a 'Period to Date' operator and presets: Week to date (WTD), Month to date (MTD, selected), Quarter to date (QTD), and Year to date (YTD); plus Pin and Reset.

A date filter: Period to Date presets

The dashboard filter bar: 'Period between range 1/1/2025 - 6/1/2026', then 'account_name is in All' and 'account_category is in All' each marked with a blue dot as a temporary filter, a '+1' collapsed group, and an 'Add Filter' button whose column picker (for the pnl_actuals table) lists the month field with a DATE type badge.

The filter bar: a temporary filter (blue dot), a +N collapse, and Add Filter

​
Download

Dashboards download at the card level. From a card’s More (⋯) menu, choose Save image / Copy image (PNG) or Save data / Copy data (CSV). You can also Save the whole tab as an image. Dashboard-wide PDF export isn’t available yet.
A dashboard card's More (⋯) menu open, with Expand, Save image, Copy image, Save data (CSV), Copy data, and Save tab as image.

A card's More menu: Expand and download options

​
Rename, duplicate, and delete

A dashboard is a .sdash folder package (a directory on disk with a single file ID). Rename, duplicate, or delete it from the file browser’s ⋯ menu, or from the row ⋯ on the Dashboards page (Open in new tab, Rename, Duplicate, Delete). Deleting can’t be undone.
A dashboard row's ⋯ menu on the Dashboards page: Open in new tab, Rename, Duplicate, and Delete (in red).

A dashboard's row menu on the Dashboards page

​
Share and publish

Publishing a dashboard as a view-only link isn’t available yet. For now, dashboards are viewed in the app by project collaborators. Reports do support publishing.

​
Appendix A: configurable options by card type

Everything below is set in the card config pane. All data-backed cards share the same Data tab and some common Config controls. The per-type specifics follow.
View-backed cards:SQL-backed cards instead show Filter behavior (Replace or Intersect), controlling how tab filters combine with the card’s own query.
Config tab (no Style tab):
Config (data mapping)Style → GeneralStyle → per series
Config (flat tables; hidden when pivoted)Style (flat tables only, per column)
Config (hidden when pivoted)Style (flat reports only, per column)
Config only (no Data or Style tab):
Config only (no Data or Style tab):

​
Appendix B: dashboard filters

Add a filter from Add Filter, then pick a column. The operators available depend on the column’s data type; the default is a date range for date columns and a multi-select (Is in) for everything else. Choose an operator and provide its input.
A date filter's operator dropdown with 'Period to Date' selected at the top, a search box, and a list below: Is in, Equal to, Not equal to, Greater than, Less than, Greater than or equal to, Less than or equal to, and Between range.

A date filter's operators