Documentation

Overview

AI Dashboards supports 9 widget types, each designed for different data visualization needs.

KPI Scorecard

Displays a single metric value with optional sparkline chart and period-over-period comparison.

Aggregation Methods

• Sum (default) — Adds all values in the selected period
• Average — Calculates the mean value
• Min / Max — Shows the minimum or maximum value
• Count — Counts the number of rows

Formula Aggregation for Ratios

For ratio metrics like ROAS, CTR, or CPC, use Formula aggregation mode. Instead of summing individual row-level ratios (which produces incorrect results), Formula mode evaluates the expression from its component parts. Example: ROAS configured as revenue / spend calculates SUM(revenue) / SUM(spend) = correct ROAS.

Sparkline

Shows a mini time-series chart below the KPI value. Supports custom sparkline aggregation independent from the main value. Color can be fixed or vary by metric.

Period Comparison

Enable period-over-period comparison to show how the metric changed. Automatically calculates the previous period of equal length. Shows absolute and percentage change with green/red color coding.

Table

Displays data in rows and columns with automatic totals, sorting, and rich formatting.

Column Features

• Drag-to-Resize — Grab column borders to adjust width
• Column Reordering — Drag headers to rearrange
• Sorting — Click any column header
• Auto-detected Types — Numeric columns get totals; ID-like columns are treated as dimensions

Grand Total Row

Per-metric aggregation methods: Sum, Average, Weighted Average, Min, Max, Count, % of Total, Formula, None.

% of Total Mode

Each cell value displayed as percentage of the column total. Total row shows 100%. Useful for proportional distribution analysis.

Data Export

• CSV Download — Export table data as CSV file
• Copy to Clipboard — Copy for pasting into spreadsheets

Chart

Supports bar, line, area, and composed visualizations for time-series and categorical data.

Per-Metric Visualization (Composed Mode)

In composed mode, each metric can have its own visualization type — set one metric as bars, another as a line overlay. Example: Show spend as bars with a ROAS line overlay.

Data Point Labels

Control visibility: Auto, All, Hover, Ends, Min/Max, Every 2nd/3rd/5th, Sparse. Background styles: none, halo, pill. Sizes: small, medium, large.

Stacking

Per-metric stacking configuration with global defaults. Dimension breakdowns create separate series per dimension value.

Pie Chart

Proportional breakdown visualization. Supports multiple metric columns, color customization, labels, legend, and series limit with "Others" aggregation.

Funnel

Stage-based visualization. Each numeric column represents a funnel stage. Optional dimension breakdown with required 'Total' row via UNION ALL.

Text

Static text box for labels, notes, annotations, and dashboard instructions.

Heatmap

Matrix visualization showing metric intensity across two dimensions with color-coded cells.

How It Works

1. Select a data table with at least 2 dimensions and 1 metric
2. Choose dimensions for X-axis and Y-axis
3. Select which metric determines cell color intensity

Configuration

• Color Schemes — Red→Green, Blue, Purple, Orange, Pink, Viridis, Plasma, Inferno, Magma
• Marginal Totals — Row and column sums on edges
• Value Limits — Top N for X/Y axis values
• Efficiency Delta — Compare % of spend vs % of another metric

Cross-Widget Filtering

Click any cell to filter other widgets by that cell's dimension values. Filter chips appear in the Active Interaction Bar.

Creatives Gallery

Card grid displaying ad creative assets (images/videos) with performance metrics.

Layout Modes

• Grid View — Cards in responsive grid (2-6 columns)
• List View — Single-column with larger previews

Card Content Modes

• Full — Image + title + metrics + performance badges
• Minimal — Image + title (metrics on hover)
• Media Only — Thumbnails only (metrics on hover)

Features

Field mapping for image/video/title/subtitle columns. Search bar, sort by any metric, pagination, performance tier badges, lightbox for full-size view, detail side panel with all metrics.

Custom Component

Embed custom HTML or React code for bespoke visualizations. Last-resort option when standard widgets can't achieve the desired result.

Render Modes

• HTML — Sandboxed iframe. Pre-loadable libraries: D3.js, Chart.js, Tailwind CSS. Data arrives via widgetdata event.
• React — Inline with dashboard theme. Code receives ctx object with React hooks, data, and formatting utilities.

Data Connection

• Static — No data connection, pure visual content
• Custom SQL — Write SQL with placeholders
• Table + Metrics — Standard data selection

Pre-built example templates are available from the properties panel.