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Documentation Index

Fetch the complete documentation index at: https://docs.summation.com/llms.txt

Use this file to discover all available pages before exploring further.

This feature is under active development. Details on this page may change.
Dashboards are visual presentations of data with charts, filters, and cards. They provide a live view of your key metrics that stays up to date with your data.

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Creating a dashboard

  1. Go to Dashboards in the sidebar
  2. Click New dashboard
  3. Add cards using the bento grid layout
Screenshot needed: Creating a new dashboard

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Card types

Card typeUse case
KPI cardDisplay a single metric with optional comparison
Chart cardLine, bar, waterfall, or other chart types
Table cardTabular data view
Filter cardInteractive filters that control other cards

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Layout

Dashboards use a flexible bento grid layout. Drag cards to reposition them and resize to fit your preferred arrangement.
Screenshot needed: Dashboard with bento grid layout showing KPI, chart, and table cards

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Sharing

Share dashboards with team members in your organization. Viewers see live data based on their access permissions.