Dashboards turn your model variables into visual reports (tables, charts) you can filter, duplicate, and share with teammates, portfolio companies, and investors.

🎯 Purpose

• Presenting KPIs and statements (P&L, BS, CF)
• Slicing by Dimensions (e.g., region, department, account details)
• Collaboration (comments, activity history) and access control

🔑 Key concepts

• Blocks: building pieces (pivot tables, charts/histograms, pie/treemap, text, media, separators).
• Global filters: apply across the whole dashboard (dimensions and dates).
• Sharing & roles: Owner (manage sharing), Contributor (edit blocks), Guest (view-only).
• Duplication: iterate safely without changing the original.

➡️ Typical tasks

• Create a dashboard and add blocks (pivot table for statements, charts for trends)
• Apply a global filter (e.g., single portfolio company) for focused discussions
• Duplicate a dashboard to propose alternative views
• Share with the right role; comment and resolve threads as you collaborate

⚡️ Quick start

1. Open Dashboards → New → name and (optionally) folder/color/icon.
2. Add Block → choose Pivot/Histogram/Pie/Text, then select variables.
3. Set global filters; save and favorite.
4. Share (Owner/Contributor/Guest) and use comments/activity for context.