Dashboards

A dashboard is a shared page of charts, organized into tabs and folders. Dashboards refresh automatically, and filters let viewers change the date range or segment without editing anything.

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Overview

Use dashboards for the numbers your team checks regularly: a weekly KPI review, a sales pipeline, a support queue. For one-off questions, use chat, then save the useful charts to a dashboard. Dashboards can be shared with your organization, published as a public link, embedded in your own app, and delivered by email or Slack with subscriptions.

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Create a dashboard

1. Click Dashboards in the sidebar.
2. Under What dashboard do you want to build?, describe it, for example “Build a sales dashboard with pipeline, win rate, and revenue by rep”.
3. Press Enter. Basedash creates the dashboard, and its AI chat starts building the charts, queries, and layout.

Below the input, Suggestions shows dashboard ideas based on your data, existing dashboards, and recent chats. Click one to build it. You can also ask chat to build a dashboard, or save charts to a dashboard from chat answers with Add to dashboard.

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Build with AI

Every dashboard has its own AI chat. Use it to add charts, change existing ones, or rework the layout:

• Click New in the dashboard header and choose Chart, then describe the chart.
• Click a chart to add it to the chat as context, then describe the change, for example “Show this by week instead of by day”.
• Ask for bigger changes, such as “Add a tab for retention metrics”.

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Arrange your dashboard

• Drag charts to move them, and drag their edges to resize them.
• Click New in the header to add a Chart, a Header, a Text block, a Filter, or a Tab.
• Use tabs to split a large dashboard into related views.
• Open the dashboard menu and choose Width to switch between Normal, Wide (twice as wide), and Ultrawide (three times as wide).

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Folders

Admins can group dashboards into folders. Open a dashboard’s menu, go to Folders, and choose a folder or New folder. Choose No folder to move a dashboard back to the top level. A dashboard can inherit its folder’s access. See Folder access.

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Favorites

Open a dashboard’s menu and choose Favorite to keep it handy in the sidebar. You can favorite folders and charts too.

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Filters

Filters let viewers change what every chart on the dashboard shows, such as the date range, a customer, or a region. Basedash creates filters automatically when your prompts mention things like a time period or an entity, and you can add your own with New → Filter. A dot appears on a filter when its value differs from the dashboard’s default. Hover over it to Save as default or Reset to default. Default values are also what subscriptions use. New dashboards default to the last 30 days, grouped by day. See Filters and variables for every filter type.

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Refresh data

Dashboards refresh every 15 minutes while they’re open. People with edit access can change this in the dashboard menu under Refresh while viewing: every minute, 5 minutes, 15 minutes, hour, or 24 hours, or Only when opened. Nothing refreshes while a dashboard is closed. To refresh right away, choose Refresh data from the dashboard menu.

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Collaborate in real time

Avatars in the dashboard header show who else is on the dashboard. Hover over an avatar to see whether the person is online and which page they’re on.

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Sharing and collaboration

Click Share in the dashboard header to control who can open and edit it.

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Permission levels

You can set access for everyone in the organization, for groups, and for specific members. When someone matches more than one rule, the most specific one wins: a member’s own access, then their groups, then everyone. The creator always has full access, and organization admins always have full access to every dashboard.

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Folder access

Turn on Inherit folder access in the share menu to give a dashboard the same access as its folder. Turning it off copies the folder’s access onto the dashboard, so you can change it from there.

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Default dashboard access

Admins can choose the access that new dashboards start with in Settings → Dashboards → Default access. Default audience sets who gets access to new dashboards:

• Everyone: all members get access at the default permission level. This is the default.
• Creator only: only the creator has access. Everyone else must be added.
• Creator’s groups: members of the creator’s groups get access at the default permission level.

Default permission level sets the level for that audience: Full access, Can edit, or Can view.

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Public dashboards

To share a dashboard with people outside Basedash, turn on Embedding in the share menu. This creates a public, view-only link that doesn’t require a Basedash account. It needs full access to the dashboard. From the share menu you can:

• Copy link or Open link.
• Copy code to embed the dashboard in a website with an iframe.
• Choose a theme: Light, Dark, or System.
• Reset link to stop the old link from working.
• Hide Basedash branding, if it’s available for your organization.

Filters are hidden on public dashboards unless you turn on Show on public dashboard for each filter. To show each viewer only their own data, use secure filtering. To embed dashboards with logins and per-user permissions, see Embedding.

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Export a dashboard

Open the dashboard menu and choose Export to PDF to download the whole dashboard as a PDF. To export a single chart’s data, see Export and share.

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Subscriptions

Get a dashboard delivered to email or Slack on a schedule. Open the dashboard menu and choose Subscribe. See Subscriptions.

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Duplicate, delete, and restore

• Choose Duplicate from the dashboard menu to copy a dashboard and its charts. This needs edit access.
• Deleting a dashboard needs full access. Deleted dashboards stay in Recently deleted for 30 days, and anyone with edit access can Restore them. After 30 days they’re permanently deleted.

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FAQ

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Related

• Charts
• Filters and variables
• Subscriptions
• Export and share
• Embedding