Documentation

Overview

New AI Dashboards let you build flexible, interactive analytics views directly inside Improvado - from quick, ready-to-use templates to fully custom layouts built from scratch. You can visualize your data, apply global filters, compare performance over time, and share dashboards with anyone, even outside Improvado.

AI Dashboards in Improvado support two primary workflows:

• Start fast with a pre-built cross-channel template
• Build freely with a blank dashboard and full control over widgets, data, and layout

Both approaches use the same underlying system and can be customized at any time.

Creating a New Dashboard

To create a dashboard:

1. Open AI Agent
2. Click New Dashboard

3. Choose how you want to start:
   • Start with a blank grid
   • Use cross-channel template

Blank Grid

Use a blank grid when you want full control from the start. This option creates an empty dashboard where you can add and configure widgets manually.

Cross-Channel Template

Templates provide a ready-to-use structure with common KPIs and charts already configured. They are ideal for quick analysis and follow Improvado best practices.

Dashboard Components

Once a dashboard is created, you enter Edit Mode, where you can configure data, widgets, and layout.

Key elements of the dashboard:

• Date range selector
• Global filters
• Default data table
• Widget toolbar
• Drag-and-drop canvas

Default (Dashboard-Level) Data Table

Each dashboard can use a default data table, which acts as the default data source for all widgets.

• The default table is selected at the top of the dashboard
• All widgets use it by default
• Individual widgets can override it with their own table if needed

This allows you to:

• Keep dashboards consistent
• Reduce repetitive configuration
• Still support advanced, widget-specific use cases

Adding Widgets

You can add the following widget types:

• KPI Scorecard
• Table
• Chart (Bar, Line, Area, Composed)
• Pie
• Funnel
• Text
• Heatmap
• Creatives Gallery
• Custom Component

Widgets can be added from the toolbar and placed anywhere on the canvas. For a complete reference on each widget type and its configuration options, see Widget Types Reference.

Widget Configuration

Each widget has a Properties panel that controls its behavior and appearance.

This structure is consistent across all widget types.

Basics

• Title
• Description
• Basic display settings

Layout

• Widget size
• Position on the grid
• Visual styling

Filters

• Widget-level filters.
  
  • Filters can be shared across different widgets.
    
  • Note: Widget-level filters have higher priority than dashboard-level ones. You can combine both, but the widget-level filters will take precedence when applied together.
• Comparison with previous periods
• Row/Series Limits
• Sorting
• Independent filtering from the dashboard if needed

Data

• Data table selection (shared or custom)
• Metrics selection
  • You can also create custom metrics with custom SQL query.
  • Custom metrics can be shared across different widgets.
• Dimensions
• Date range dimension

Query (Custom SQL)

For advanced use cases, any widget supports a Custom SQL Editor that lets you override the auto-generated query with your own ClickHouse SQL. This enables cross-table joins, window functions, complex calculations, and more. See Custom SQL Editor for details.

Drag & Drop Layout

Dashboards are fully flexible:

• Drag widgets to reorder them
• Resize widgets freely
• Adjust layout without breaking data configuration

The experience is intentionally lightweight and feels intuitive, similar to traditional BI tools like Looker Studio or Tableau.

Multi-Page Dashboards

Organize related visualizations across multiple pages within a single dashboard. Each page has its own widget layout while sharing a common header, filters, and appearance settings.

• Pages — Add, rename, reorder, and delete pages
• Display modes — Tabs (horizontal), Sidebar (vertical), or Hidden
• Shared header — Persistent header with logo and branding across all pages
• Inheritance — Child pages inherit parent filters, date range, and appearance

Multi-page dashboards are ideal for executive vs. detailed views, multi-channel reports, campaign drill-downs, and regional breakdowns. See Multi-Page Dashboards for the full guide.

Global Dashboard Filters

Dashboards support global filters that apply to all widgets.

You can:

• Add default filters
• Configure custom filters
• Control which filters are active

The Filters panel shows:

• Active Filters — currently applied
• Available Filters — all filterable fields

Filters support autocomplete search, an "Only" button for quick single-value selection, and smart filter skip that automatically ignores filters for widgets whose data table doesn't have the filtered column. See Filters & Date Range for details.

Widget Interactions

Widgets can interact with each other — clicking an element in one widget (e.g., a heatmap cell, chart bar, or table row) automatically filters data in other widgets on the same dashboard. This enables drill-down analysis without manually setting filters. See Widget Interactions & Data Export for details.

Appearance & Branding

Customize the look and feel of your dashboard with light/dark/system color modes, whitelabel logos, global color palettes for charts and tables, and per-widget styling. Especially useful for shared and public dashboards. See Appearance & Branding for the full guide.

Saving the Dashboard

To finalize your dashboard, click Save.

After saving:

• The dashboard exits edit mode
• The final layout is displayed in view mode
• A confirmation message appears

Sharing Dashboards

Sharing modes

Dashboards support three sharing modes accessible via the Share button in the top-right corner:

Workspace Access (default)

By default, dashboards are accessible to all users in your Workspace.

Restricted Access

You can restrict dashboard access to specific users:

• Add users manually to the dashboard
• Only added users can view it
• Invite external users by email with the Dashboard Guest Reviewer role
• Guest reviewers gain dashboard access without full Workspace permissions

{%docs-informer info title="Note"%}

Only dashboard owners (users who created a dashboard) can change sharing modes.

{%docs-informer-end%}

Public Link

Generate a public link that allows anyone to view the dashboard:

• No Improvado account required
• View-only access
• Ideal for executives, clients, or external stakeholders

Notes:

• Disabling a Public Link: If a public link is enabled, you can disable it at any time. Disabling the link will invalidate it immediately, preventing anyone from accessing the dashboard through that URL. This serves as a security feature, allowing you to revoke access when needed.
• Regenerating a Public Link: If you disable a public link and later enable it again, a new link will be generated. The previous link will not be restored and will remain invalid. This ensures that access is controlled and previous links cannot be reused.

User Roles and Permissions

When adding users to a dashboard, you can assign one of the following roles:

• View - Users can only view the dashboard
• Edit - Users can view and edit the dashboard
• Edit & Share - Users can view, edit, invite others, and manage sharing settings

Related Topics

• Multi-Page Dashboards — Organize visualizations across multiple pages with shared headers and inherited settings
• Custom SQL Editor — Write custom ClickHouse SQL with placeholders for advanced queries
• Widget Types Reference — Complete guide to all 9 widget types including Heatmap, Creatives Gallery, and Custom Component
• Appearance & Branding — Light/dark mode, color palettes, whitelabel logos, and per-widget styling
• Filters & Date Range — Global filters, autocomplete, smart filter behavior, and date presets
• Widget Interactions & Data Export — Cross-widget filtering and CSV/clipboard export

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