AI Dashboards

Overview

AI Dashboards let you build flexible, interactive analytics views directly inside Improvado — from quick AI-generated layouts to fully custom dashboards built from scratch. Visualize your data, apply global filters, compare performance over time, and share dashboards with anyone, even outside Improvado.

Creating a New Dashboard

There are three ways to create a dashboard:

Describe to AI Agent — Open the AI Agent and describe what you need in plain language. The Agent builds the layout, selects widgets, and connects your data automatically.

Use cross-channel template — Start with a pre-built dashboard and customize it to fit your needs.

Start with a blank grid — Full control over widgets, data sources, and layout from scratch.

All three options use the same underlying system and can be customized at any time.

Create a Dashboard with AI Agent

1Open the AI Agent from the sidebar.

2Describe the dashboard you need in plain language — for example, "Build me a CMO dashboard with spend, ROAS, and CPA by channel for the last 90 days."

3The Agent builds the layout, selects the right widgets, and connects your data automatically. Review the result and request adjustments directly in the chat.

You can also use a prepared prompt for common dashboard types. For ready-to-use prompts, see the Create Dashboards with Detailed Prompts guide.

Ask AI About a Specific Widget

Use the Pin button (cursor icon) in the dashboard header to ask the AI Agent about a specific widget. Click the button, then click the widget you want to pin — a small composer appears anchored to it.

Where the prompt goes depends on context:

• Inside the AI Agent chat — the message is appended to the active composer, so the conversation continues with the widget's context (id, type, config, dashboard title) attached.
• Outside the chat (direct dashboard URL, repo viewer, shared link, public link) — a new chat opens in the AI Agent with the prefilled prompt.

Pin works on every widget type, including custom components. Press Esc at any time to cancel pin mode.

Create a Dashboard Manually

To create a dashboard:

1. 1Click Dashboards
2. 2Click + New Dashboard

3. 3Choose how you want to start:
   • 4Start with a blank grid
   • 5Use 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. Use dynamic placeholders to make queries respond to active filters and date ranges.

This enables:

• Cross-table joins across multiple data sources
• Window functions for running totals, rankings, and period-over-period calculations
• Complex aggregations not available through standard widget configuration

The built-in Query Viewer lets you inspect the exact SQL being executed at any time — full transparency into what's powering your data.

See Custom SQL Editor for details.

Custom Widgets

For teams with specific visualization needs, dashboards now support fully custom HTML widgets. Drop in any visualization built with D3, Chart.js, or any other library and wire it directly to your connected data and active dashboard filters.

Custom widgets behave like native widgets — they respond to global filters, respect the dashboard date range, and can be placed anywhere on the canvas.

‍

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

Dashboards can now be organized across multiple pages within a single view. 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

A dashboard has two General access modes, set via the Share button in the top-right corner. A public link can be enabled independently of either mode — it is a separate setting, not a third mode.

For how these modes interact with role permissions, and for the equivalent settings on Recipes, see Who Can See a Recipe or Dashboard.

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

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.

Restricting a Public Link to Approved Domains

A public link can be limited to the email domains you approve. Add a domain under Approved domains in the Share panel, and the link stops being open to everyone: a viewer now has to confirm they own an email on one of those domains before the dashboard opens.

Free email providers (gmail.com, outlook.com, and similar) cannot be used as approved domains — a domain anyone can sign up for would not restrict anything.

What the viewer sees

• The viewer enters a work email. An address on a domain that is not approved is refused, and no code is sent.
• A six-digit code arrives by email with your whitelabel branding. It is valid for 10 minutes, allows 5 attempts, and can be re-sent once a minute.
• Entering the code opens the dashboard in view-only mode. No Improvado account and no invite are needed.
• A verified viewer is remembered on that device for 14 days, then confirms a code again.

Seeing who opened the dashboard

Once a link has approved domains, a Viewers control appears next to the section. It lists who verified, when they last opened the dashboard, and how many visits they made, most recent first. The ten most recent are shown; Download CSV gives the full list, including first seen and revoked viewers.

Taking access away

• One domain — remove it from Approved domains. Everyone who verified with an address on that domain loses access the next time the dashboard loads, and cannot verify again.
• The whole link — disable or regenerate the public link. Every viewer loses access at once, verified or not.

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

This table describes the level assigned to an invited user. Separately, on a dashboard in Workspace mode, any user whose role carries the dashboard edit permission can also invite others and manage the public link, regardless of the level above. Changing the General access mode itself remains restricted to the owner.

Export to PDF

You can export any dashboard as a branded PDF — ideal for client reports, QBRs, and offline sharing. The PDF captures the dashboard exactly as you see it: the active filters and date range are applied, and your white-label branding is preserved.

To export:

1. 1Open the dashboard in view mode.
2. 2Click Export in the dashboard header (download icon, top-right corner).
3. 3In the export panel, keep File Format: PDF Document, then choose your Paper Size (A4 or Letter) and Orientation (Portrait or Landscape).
4. 4Click Export — Improvado renders the dashboard server-side and downloads a clean, multi-page PDF.

KPI cards, charts, and tables are laid out to fit the page. For multi-page dashboards, the page you're currently viewing is exported.

Note: The export reflects the dashboard's current state — set the filters and date range you want before exporting.

Export to PowerPoint or Google Slides

The same Export panel also turns a dashboard into a slide deck — one slide per widget. Unlike a PDF, a deck is meant to be worked on after the export: charts keep their numbers, tables stay real tables, and text stays text. Nothing is a flat picture unless you ask for it.

To export a deck:

1. 1Click Export in the dashboard header.
2. 2Set File Format to PowerPoint Presentation.
3. 3Pick a mode under Slides.
4. 4Click Export.

Choosing a mode

The four modes trade editability against fidelity, and the difference only becomes visible after you open the file — so pick deliberately. Nothing is lost by choosing wrong: just export again with a different mode.

What lands on the slides

The deck is built from what the dashboard renders, so the active filters and date range are applied and your appearance settings (background, text, card and table colors) carry over. On a multi-page dashboard every page is exported in one go, each behind its own section slide.

• KPI cards — grouped onto a slide, each with its value and its comparison line, exactly as the card reads on the dashboard.
• Charts — bar, line, area and composed charts keep their type and their series colors. A bar-plus-line overlay stays an overlay.
• Tables — real tables, with your formatting and table colors, capped at the rows that fit a slide.
• Pie charts — real pie charts, with the slice colors from the dashboard.
• Funnels — the stages and their values.
• Text widgets — text, with alignment and colors.

Widgets with no slide equivalent — creative galleries, heatmaps and custom components — go in as a picture of the widget on their own titled slide, so nothing silently disappears. A widget whose query is failing also gets a slide, showing what the dashboard shows for it.

Setting up "Create in Google Slides"

This mode writes into Google Drive on your behalf, so it needs a Google connection:

1. 1Connect Google Sheets in Improvado and authorize it read-write (the "Read & Write" scope option). A read-only connection cannot create files.
2. 2In the export panel, choose Create in Google Slides and pick that connection from the Google connection dropdown.
3. 3Click Export. Improvado creates the presentation and a companion spreadsheet in that account's Drive and returns links to both.

Two limits follow from Google Slides having no chart object of its own: pie slice colors come from the spreadsheet's accent palette, so the first six slices set the colors for every pie in the deck; and widgets that can only be pictured are named on their slide with a pointer to a PowerPoint export, because the Slides API can only insert an image from a publicly reachable URL.

Version History

Every change to a dashboard is saved automatically as a restore point — whether you made it in the editor or the AI Agent made it for you. If an edit doesn't look right, you can roll back to any previous version in a few clicks, without contacting support.

Open Version history from the dashboard header (next to Share) to see every change over time.

• Browse the timeline — each version shows when it was saved, who saved it, and whether it came from the Editor or the AI Agent. Versions made by the Agent link back to the chat that made the change.
• Preview any version — select an entry to see the dashboard exactly as it looked then, live and read-only, without affecting the current version.
• See what a restore changes — before you roll back, each version shows which widgets and settings would be added, removed, or changed.
• Restore in one click — restoring brings the dashboard back to that version. Your current state is saved first, so a restore can itself be undone.

Version history is available on editable dashboards and is on by default — there's nothing to set up. Restoring a version follows the same permissions as editing the dashboard.