🧭 Overview

Dashboards in cofi.ai turn your connected data into clear, actionable insights.

They combine metrics, visualizations, and filters into one interactive view—helping teams monitor performance, identify trends, and make data-driven decisions in real time.

This guide walks through how to create dashboards, customize layouts, and design visualizations that tell a meaningful story.

<aside> Key Points Summary

• Dashboards transform connected data into actionable insights through interactive visualizations
• Widget types include charts, tables, KPIs, maps, and text blocks to tell your data story
• Dashboard creation process involves selecting models, adding widgets, configuring settings, and applying filters
• Effective design practices include intuitive layouts, focusing on actionable insights, and strategic dimension use
• Maintain consistency in formatting, color schemes, and date ranges across all dashboard elements
• Dashboards automatically refresh when underlying data changes but require periodic review </aside>

🧩 What Is a Dashboard?

A dashboard is a collection of widgets—charts, tables, KPIs, or text blocks—that visualize your data from one or more models.

Dashboards are:

• Dynamic: Update automatically as data sources refresh.
• Collaborative: Can be shared or commented on across users.
• Configurable: Built to match the KPIs and visuals most relevant to your team.

⚙️ How to Create a Dashboard

1. Navigate to Dashboards

• From your workspace sidebar, select Dashboards → Create New Dashboard.
• Give your dashboard a clear, descriptive name (e.g., Portfolio Performance Overview).
• Optionally, add a short description or tag for organization.

2. Choose a Model or Dataset