Dashboards

Dashboards are the top tier of Expedify's analytics pipeline. They compose multiple charts into a single, shareable view with global filters, so you can track KPIs, monitor campaign performance, and build executive-level reports in one place.

Time to complete: 20-25 minutes

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Where Dashboards Fit

Expedify uses a 3-tier analytics pipeline:

Datasets → Charts → Dashboards

Tier	Purpose	Example
Datasets	Define data retrieval	"Get all deals closed this month"
Charts	Visualize a dataset	Bar chart of deals by stage
Dashboards	Compose multiple charts	Sales Performance Dashboard

A dashboard never queries data directly. It arranges existing charts on a grid, applies global filters across them, and loads everything in a single batch request (the dashboard plus all chart data plus date filtering in one call).

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Creating Your First Dashboard

Step 1: Navigate to Dashboards

1. Go to Analytics → Dashboards
2. Click + Create Dashboard

Step 2: Configure Dashboard Settings

Field	Description	Example
Name	Dashboard title	"Sales Performance"
Description	Purpose of dashboard	"Track monthly sales KPIs"
Visibility	Who can view	Team or Organization

Step 3: Save Dashboard

Click Create to create your empty dashboard, then open it to start adding charts.

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Adding and Arranging Charts

Dashboards lay charts out on a 12-column drag-and-drop grid.

Add a chart

1. Open your dashboard and click Edit Dashboard (or the pencil icon)
2. Click + Add Widget and select Chart
3. Pick an existing chart from the chart picker, or create a new one
4. When you add a chart, the picker asks which date column maps to the dashboard date filter — this connects the chart to the global Date Range control (see Dashboard Filters)

Arrange the grid

• Drag a chart to reposition it on the 12-column grid
• Resize by dragging the chart's corner handles
• The grid snaps and re-flows automatically to keep charts aligned

Save the layout

Click Save to persist the dashboard layout, chart positions, and each chart's filter mappings.

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Dashboard Filters

Dashboard filters apply across every chart on the dashboard at once. Each chart decides which of its columns a given filter targets, so one filter can drive many charts that use different column names.

Global Date Range filter

Every dashboard has a built-in Date Range control with these presets:

Preset	Preset
today	this_quarter
yesterday	this_year
last_7_days	last_week
last_30_days	last_month
last_90_days	last_quarter
this_week	last_year
this_month	custom

Use custom to specify an explicit start and end date. Changing the Date Range re-runs the batch load and refreshes all date-mapped charts together.

Single-select and multi-select filters

In addition to Date Range, you can add single-select and multi-select filters (for example, a region picker or a multi-value status filter). These appear at the top of the dashboard alongside the Date Range control.

Per-chart column mapping (Filters tab)

A dashboard filter only affects a chart if that chart maps a column to it:

1. Open a chart and go to its Filters tab
2. Map a specific column to each dashboard filter control:
   • Map a date column to the Date Range filter
   • Map a category column to each single-select / multi-select filter
3. Charts with no mapped column for a given filter are simply unaffected by it

Filter mappings are stored per chart inside the dashboard layout and are preserved across layout edits (moving or resizing charts does not lose mappings).

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Sharing and Viewing

Option	Description
Team View	Share with team members
Org View	Share with the entire organization
Public Link	Generate a shareable URL
Export PDF	Download the dashboard as a PDF

Visibility is also controlled by the dashboard's Visibility setting (Team or Organization) chosen at creation, and can be updated later from dashboard settings.

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Dashboard Templates

Use these as starting points — create the charts, then compose them on a dashboard.

Sales Dashboard

Charts to include:

• Deals by Stage (Funnel)
• Monthly Revenue (Line)
• Top Sales Reps (Bar)
• Win Rate (KPI)
• Recent Deals (Table)

Datasets needed:

1. deals_by_stage:   GROUP BY stage
2. monthly_revenue:  GROUP BY month(created_at)
3. deals_by_owner:   GROUP BY owner_id
4. win_rate:         COUNT(won) / COUNT(all)

Marketing Dashboard

Charts to include:

• Campaign Performance (Bar)
• Lead Sources (Pie)
• Email Open Rates (Line)
• Conversion Funnel (Funnel)
• Contact Growth (Area)

Support Dashboard

Charts to include:

• Tickets by Status (Donut)
• Response Time (KPI)
• Tickets Over Time (Line)
• Top Categories (Bar)
• Agent Performance (Table)

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Best Practices

Good Practices:
- Limit to 6-8 charts per dashboard
- Group related metrics together
- Use consistent color schemes across charts
- Map a sensible date column on every chart so the Date Range filter works
- Add descriptive titles and a clear dashboard description

Avoid:
- Too many charts (information overload)
- Inconsistent chart types for similar data
- Forgetting to map filter columns (charts silently won't respond)
- Cluttered layouts that ignore the 12-column grid

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Troubleshooting

Chart not loading

1. Check the chart's dataset — does it return data on its own?
2. Verify permissions — can you access the underlying data source?
3. Check the Date Range — is there data in the selected period?
4. Review errors — check the browser console for details

A filter doesn't affect a chart

1. Open the chart's Filters tab
2. Confirm a column is mapped to that dashboard filter
3. For the Date Range filter, confirm the mapped column is a date column

Slow dashboard

1. Narrow the Date Range — use a smaller time window
2. Simplify datasets — remove unnecessary columns and use Top N
3. Reduce chart count — fewer charts mean a lighter batch load
4. Add filters upfront — limit data at the dataset level

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Next Steps

• Build Charts — chart types, Sort By, and Top N
• Create Datasets — the data layer behind every chart
• CRM Analytics — deep dive into CRM metrics
• Analytics Overview — the full analytics pipeline

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Quick Reference

Chart types for use cases

Use Case	Chart
Single KPI	kpi
Compare items	bar, stacked_bar
Show trend	line, area
Show composition	pie, donut
Show stages	funnel
Show details	table
Two metrics together	combo
Correlation	scatter
Multi-axis comparison	radar

Dashboard limits

• Max charts per dashboard: 20
• Grid: 12 columns, drag-and-drop with resize handles
• Loading: single batch request (dashboard + all chart data + date filtering)
• Filter mappings: stored per chart, preserved across layout edits