> ## Documentation Index
> Fetch the complete documentation index at: https://dashtray.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

# Dashboard Creation and Customization

Learn how to create and customize dashboards to visualize your metrics exactly how you want.

## Dashboard Types

### Pre-built Category Dashboards

Dashtray includes 5 pre-built dashboards organized by category:

1. **Payments**: MRR, ARR, subscriptions, churn, revenue (Stripe)
2. **Analytics**: Page views, users, sessions, bounce rate (Google Analytics, Plausible)
3. **Development**: Commits, PRs, issues, deployments (GitHub, Vercel)
4. **Marketing**: Ad spend, ROI, email metrics, campaigns
5. **Communication**: Messages, response times, satisfaction

These dashboards automatically show widgets for your connected integrations.

### Overview Dashboard

The Overview page shows all widgets from all connected integrations in one place, plus bookmarks to external services.

### Custom Dashboards

Create personalized dashboards with only the metrics you care about. Available on Pro+ plans.

**Limits by Plan**:

* **Free**: 1 custom dashboard
* **Pro**: 10 custom dashboards
* **Scale/Agency**: Unlimited custom dashboards

## Creating a Custom Dashboard

### Step 1: Create the Dashboard

1. Click **Dashboards** in the sidebar
2. Click **New Dashboard** button
3. Enter a dashboard name (e.g., "Executive Summary")
4. Click **Create**

### Step 2: Add Widgets

1. Click **Add Widget** button
2. Select widget type:
   * **Metric**: Single value with trend
   * **Chart**: Line, bar, area, or pie chart
   * **Table**: Sortable data table
   * **Text**: Markdown notes
3. Configure the widget (see Widget Configuration below)
4. Click **Add to Dashboard**

### Step 3: Arrange Widgets

1. Click **Edit** to enter edit mode
2. Drag widgets to reposition them
3. Resize widgets by dragging corners (desktop only)
4. Click **Save** to persist changes

### Step 4: Customize Layout

* **Hide widgets**: Click the eye icon to hide/unhide
* **Delete widgets**: Click the trash icon
* **Edit widgets**: Click the settings icon
* **Reorder**: Drag and drop in edit mode

## Widget Configuration

### Metric Widget

Displays a single metric value with trend indicator.

**Configuration**:

* **Metric**: Select from connected integrations
* **Time Range**: 24h, 7d, 30d, 90d, 1y, all
* **Comparison**: Compare to previous period
* **Show Sparkline**: Mini chart showing trend

**Example**: MRR with 30-day trend

### Chart Widget

Displays time series data as a chart.

**Configuration**:

* **Metric**: Select from connected integrations
* **Chart Type**: Line, bar, area, or pie
* **Time Range**: 24h, 7d, 30d, 90d, 1y, all
* **Aggregation**: Sum, average, min, max, count
* **Show Legend**: Display legend
* **Show Grid**: Display grid lines

**Example**: Revenue over last 90 days (line chart)

### Table Widget

Displays data in a sortable, filterable table.

**Configuration**:

* **Data Source**: Select metric or integration
* **Columns**: Choose which columns to display
* **Sort By**: Default sort column and direction
* **Page Size**: Rows per page (10, 25, 50, 100)
* **Filters**: Add filters to narrow data

**Example**: Top 10 pages by views

### Text Widget

Displays markdown-formatted text for notes and documentation.

**Configuration**:

* **Content**: Write markdown text
* **Preview**: Toggle between edit and preview mode

**Example**: Dashboard instructions or KPI definitions

## Widget Sizes

Widgets use a responsive grid system:

* **Desktop**: 12 columns
* **Tablet**: 6 columns
* **Mobile**: 1 column (stacked)

**Recommended Sizes**:

* **Small** (3 columns): Metric cards
* **Medium** (6 columns): Charts
* **Large** (12 columns): Tables, detailed charts
* **Tall** (4 rows): Detailed metrics with context

## Customizing Pre-built Dashboards

You can customize pre-built category dashboards:

1. Navigate to a category dashboard (e.g., Payments)
2. Click **Edit** to enter edit mode
3. Hide/unhide widgets with the eye icon
4. Drag to reorder widgets
5. Click **Save** to persist changes

**Note**: You cannot add new widgets to pre-built dashboards. Create a custom dashboard instead.

## Customizing the Overview Page

The Overview page can be customized:

1. Navigate to **Overview**
2. Click **Edit** to enter edit mode
3. Hide/unhide widgets from any integration
4. Drag to reorder widgets
5. Add/edit/delete bookmarks
6. Click **Save** to persist changes

## Bookmarks

Add quick links to external services not integrated with Dashtray.

### Adding a Bookmark

1. Go to **Overview** page
2. Click **Edit** mode
3. Click **Add Bookmark**
4. Enter:
   * **Title**: Display name (e.g., "Stripe Dashboard")
   * **URL**: Full URL including https\://
5. Click **Save**

### Editing a Bookmark

1. Click **Edit** mode on Overview
2. Click the edit icon on a bookmark card
3. Update title or URL
4. Click **Save**

### Deleting a Bookmark

1. Click **Edit** mode on Overview
2. Click the trash icon on a bookmark card
3. Confirm deletion

## Time Range Selector

All dashboards include a time range selector in the header:

* **Today**: Current day
* **Yesterday**: Previous day
* **Last Week**: Last 7 days
* **Last Month**: Last 30 days
* **Last Year**: Last 365 days

Changing the time range updates all widgets on the dashboard.

## Refreshing Data

### Manual Refresh

Click the **Refresh** button in the dashboard header to trigger a manual sync for all connected integrations.

**Limits**:

* **Free**: 3 manual syncs per day
* **Pro/Scale/Agency**: Unlimited manual syncs

### Automatic Sync

Data syncs automatically based on your plan:

* **Free**: Manual only
* **Pro**: Every 3 hours
* **Scale/Agency**: Every 30 minutes

Last sync time is shown on each integration card in the Integrations page.

## Sharing Dashboards

**Coming Soon**: Dashboard sharing is not available in the MVP but will be added in a future update.

Planned features:

* Share dashboard with team members
* Generate public shareable links
* Embed dashboards in other tools
* Export dashboard as PDF

## Dashboard Best Practices

### Organization

* **Create focused dashboards**: One dashboard per team or use case
* **Use descriptive names**: "Sales Team KPIs" not "Dashboard 1"
* **Group related metrics**: Keep similar metrics together

### Layout

* **Most important metrics first**: Place key metrics at the top
* **Consistent sizing**: Use similar sizes for related widgets
* **Leave whitespace**: Don't overcrowd the dashboard
* **Mobile-friendly**: Test on mobile devices

### Performance

* **Limit widgets**: Keep dashboards under 20 widgets for best performance
* **Use appropriate time ranges**: Shorter ranges load faster
* **Avoid redundant widgets**: Don't show the same metric multiple times

### Maintenance

* **Review regularly**: Remove unused widgets
* **Update configurations**: Adjust as your needs change
* **Archive old dashboards**: Delete dashboards you no longer use

## Keyboard Shortcuts

When in edit mode:

* **Esc**: Exit edit mode without saving
* **Cmd/Ctrl + S**: Save changes
* **Cmd/Ctrl + Z**: Undo last change
* **Delete**: Delete selected widget

## Troubleshooting

### Widget Shows "No Data"

1. **Check connection**: Ensure integration is connected and active
2. **Wait for sync**: Initial sync can take 5-10 minutes
3. **Adjust time range**: Try a longer time range
4. **Verify data exists**: Check the source integration for data

### Widget Shows Error

1. **Check error message**: Hover over error icon for details
2. **Reconnect integration**: Go to Integrations and reconnect
3. **Check permissions**: Ensure API key has required permissions
4. **Contact support**: If error persists, email [support@dashtray.com](mailto:support@dashtray.com)

### Dashboard Won't Save

1. **Check internet connection**: Ensure you're online
2. **Try again**: Click Save again
3. **Refresh page**: Reload and try again
4. **Check plan limits**: Ensure you haven't exceeded dashboard limits

### Widgets Not Updating

1. **Check last sync time**: View on Integrations page
2. **Trigger manual sync**: Click Refresh button
3. **Verify subscription**: Free tier requires manual syncs
4. **Check for errors**: Red status on integration card

## FAQ

**Q: How many widgets can I add to a dashboard?**
A: No hard limit, but we recommend keeping it under 20 for best performance.

**Q: Can I duplicate a dashboard?**
A: Not in the MVP. Coming in a future update.

**Q: Can I export a dashboard?**
A: Not in the MVP. Scale+ users will get export functionality in a future update.

**Q: Can I share a dashboard with someone outside my team?**
A: Not in the MVP. Public dashboard sharing coming in a future update.

**Q: Can I schedule dashboard reports?**
A: Not in the MVP. Email reports coming in a future update.

**Q: Can I set a default dashboard?**
A: The Overview page is the default. You can customize it to show your most important metrics.

**Q: Can I create dashboard templates?**
A: Not in the MVP. Dashboard templates coming in a future update.

## Need Help?

* Email: [support@dashtray.com](mailto:support@dashtray.com)
* Video Tutorials: [youtube.com/dashtray](https://youtube.com/dashtray)
* Community: Join our Discord for tips and tricks


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