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
• Pie
• Funnel
• Text

Widgets can be added from the toolbar and placed anywhere on the canvas.

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
• Comparison with previous periods
• Row/Series Limits
• Sorting
• Independent filtering from the dashboard if needed

Data

• Data table selection (shared or custom)
• Metrics selection
• Dimensions
• Date range dimension

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 feelds intuitive similar to traditional BI tools like Looker Studio or Tableau.

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

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

Dashboards can be publicly shared using the Share button in the top-right corner.

• You can share dashboards with people who are not Improvado users
• Shared dashboards are view-only
• Ideal for executives, clients, or external stakeholders

Conclusion

New Dashboards in Improvado give you the flexibility of a modern BI tool with the simplicity of a no-code interface. Whether you start from a template or build from scratch, you can create powerful, shareable dashboards tailored to your exact needs - all with fast configuration, flexible layouts, and global filtering.

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