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Dashboards

Describe what you want to track and Basedash builds the charts, filters, and layout on your governed metrics. Edit anything, share it with the right people, and it stays current on its own.

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Revenue overview
Refreshed 4m ago
vs. previous period

MRR

$408k

+33.3%

New customers

353

+18.1%

Net revenue retention

108%

Target 105%

Logo churn

2.4%

Monthly avg.

MRR by plan

Last 6 months · $408k total

Powering analytics for 5000+ teams worldwide

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Built from a prompt

Describe the team and the numbers it watches. Basedash writes the queries, picks the chart types, and lays them out with sections and filters. Keep refining with follow-up prompts, or drag and resize charts yourself.

Sales overview

Last 90 days

Open pipeline

$1.8M

Win rate

27%

Bookings, Q3

$412k

Pipeline by stage

Qualified
Demo
Proposal
Contract

Win rate by rep

Priya S.34%
Marcus L.29%
Ana R.24%

Build a sales dashboard: pipeline by stage, win rate by rep, and bookings by month, with a date range filter.

Dashboard agent
  1. Added 3 KPIs
  2. Added Pipeline by stage · bar chart
  3. Added Bookings by month · line chart
  4. Added Win rate by rep · table
  5. Added a date range filter

Governed metrics

Charts start from the models and metric definitions your data team maintains, so revenue on the sales dashboard matches revenue in the board deck. Open any chart to read its SQL, edit it, or ask for a change in plain English.

models.revenue

Verified
sum(amount) filter (
  where status = 'paid'
    and not is_internal)

Sales overview

Revenue, Q3

$2.41M

Revenue · governed

Board report

Revenue, Q3

$2.41M

Revenue · governed

Filters

Ask for revenue over time and Basedash adds a date range for you. Charts that use the same variable share one control, so a single date range, plan, or region filter updates the whole dashboard at once.

Product usage

Last 8 weeks

PlanAll plans{{plan}} · 3 charts

Active teams

1,738

Seats added

3,220

Active teams by plan

Plan · multiple values

Sharing

Give groups or people full, edit, or view access. Subscribe an inbox or a Slack channel to a recurring snapshot, or turn on a view-only public link that anyone can open without a Basedash account.

Share Revenue overview

3 with access
  • AEveryone at AcmeOrganizationCan view
  • FFinanceGroup · 8 membersCan edit
  • PSPriya ShahCreatorFull access
Public linkView only, no Basedash account needed

Subscription

Active

Weekly on Monday · 9:00 AM

Every chart, as an image, in each delivery

Day to day

What changes once a dashboard is part of how a team works, and how Basedash handles it.

  • Refreshes every 15 minutes

    The default interval, and you can change it.

  • Live queries

    Charts query your database or warehouse directly.

  • Every chart type

    Lines, bars, funnels, sankeys, maps, tables, and more.

  • Tabs and sections

    Split views into tabs, with headers and text blocks.

  • Access by group

    Full access, can edit, or can view, per group or person.

  • Subscriptions

    Snapshots to email or Slack, daily through quarterly.

  • Exports

    The dashboard as a PDF; chart data as CSV, JSON, or Excel.

  • 30-day restore

    Bring back a deleted dashboard or chart for 30 days.

Building, editing, sharing, and keeping dashboards current.

How do I build a dashboard from a prompt?

Click + Dashboard and describe what it's for: the team, the metrics, and the breakdowns that matter, like "a sales dashboard with pipeline by stage, win rate by rep, and bookings by month." Basedash writes the queries, chooses the chart types, and arranges the layout with sections and filters. Not sure where to start? Every dashboard template comes with the prompt that builds it, ready to copy and adapt to your own tables.

Can I edit a dashboard after the AI builds it?

Yes, all of it. Ask in plain English to add a chart, switch a chart type, group by week instead of month, or rearrange the layout, and Basedash updates the dashboard in place. You can also drag and resize charts, add tabs, section headers, and markdown text blocks, or open any chart and edit its SQL directly. Organize dashboards into folders and favorite the ones you open most.

How do dashboard filters work?

Filters are dashboard-level controls that pass values into each chart's SQL. Ask for revenue over time and Basedash adds a date range; mention a region, a plan, or a customer and it creates a list or record filter. Charts that use a variable with the same name share one control, so one date range updates every chart at once. You can set default values, allow multiple selections, mark a filter as required, and choose which filters show on a public dashboard.

How often do dashboards refresh?

Every 15 minutes by default, and you can change the interval to match how fast the underlying data moves. Charts run their queries against your connected database or warehouse, so each refresh shows the data as it is at that moment rather than a copy from the last export. SaaS sources synced into Basedash Warehouse are as fresh as their latest sync.

Who can see or edit a dashboard?

Each dashboard has four access levels: full access, can edit, can view, and no access. Grant them to the whole organization, to groups, or to individual members from the share menu, and when someone matches several grants the most specific one applies. The creator always keeps full access. Admins can also set the default for new dashboards, for example creator only, or the creator's groups with view access.

How do I share a dashboard with people outside Basedash?

Turn on the public link in the share menu. It creates a view-only URL that anyone can open without a Basedash account, and you choose its color theme; Enterprise plans can also hide Basedash branding. To send a dashboard on a schedule instead, subscribe email recipients or a Slack channel, and Basedash delivers a snapshot of every chart daily, on weekdays, weekly, monthly, or quarterly.

Can I export a dashboard or its data?

Yes. Export the whole dashboard to PDF from the menu next to its name, or right-click any chart to export its data as CSV, JSON, or Excel. Exports contain the raw query results, so formatting you see in Basedash, like currency symbols or date formats, may not carry over. If a dashboard or chart is deleted by mistake, you can restore it from Recently deleted for 30 days.

What are dashboard templates?

Ready-made starting points for common dashboards, such as executive, KPI, revenue, SaaS metrics, sales, marketing, support, and product analytics, plus dashboards for specific sources like Adyen, Customer.io, and Notion. Each template shows the metrics and layout it covers, along with the full prompt that builds it. Paste the prompt into Basedash, adjust it to your tables and definitions, and you have a working dashboard on your own data.

Connect a source, describe what you track, and share it with your team.