Dashboards

Dashboards are composable boards of live tiles — KPI cards, charts, tables, an AI summary, and an activity feed — laid out on a drag-and-drop grid. Each tile draws from a saved report or a metric you build on the spot over your data, and a board can be shared with the team or set as everyone's workspace home. Create a dashboard Open Reports & dashboards in the rail and click + New dashboard — RowFold creates an empty board and drops you into the builder in edit mode. You can also jump between boards, or start a new one, from the dashboard switcher at the top-left of any dashboard. A board is a grid of tiles. Add them from the panel on the right, arrange them, then click Save dashboard. Boards you can see appear as cards on the Dashboards page, with the workspace home and most-recent boards first. Tiles you can add In edit mode, the Add a tile panel offers eight types: • KPI card — one metric, with an optional sparkline and trend. • Line chart — a value over time. • Bar chart — compare across groups. • Donut / pie — each group's share of a total. • Data table — rows from a table or a saved report. • AI summary — plain-language highlights and anomalies about your workspace. • Activity feed — the most recent record changes. • Text / notes — a heading or bit of context you type in. Click a type to drop it on the canvas. A tile's title is editable inline, and the × removes it. Connect a tile to data KPI, chart, and table tiles show a gear in edit mode — click it to choose where the numbers come from: • Saved report — point the tile at any report in the workspace, and its numbers stay in sync with that report. The Pull a saved report shortcuts in the panel do this in one click. • Build a metric — pick a table and a measure (count of records, or sum, avg, min, or max of a numeric field). Charts add a Group by field; grouping by a date lets you bucket By month, quarter, or year. A KPI can set an optional Trend by date field to draw its sparkline and change figure. While you edit, tiles preview against your real data without saving, so you see the result before you commit it. What the chart tiles can do Bar and line tiles use the same chart engine as the report page: a proper axis with round numbers, every series plotted rather than just the first, a tooltip that reads all of them at the point you're hovering, and marks you can reach with the keyboard. Tiles adapt the data to the space they're given rather than scrolling — fewer ticks, thinner bars, labels thinned before they'd overlap — so a chart stays readable in a small tile. Resize the tile and it redraws for the new shape. Clicking a bar or a point drills through to the records behind it, exactly as it does on a report. A tile you've just configured and not yet saved drills too. A tile that measures a rollup, lookup, formula or auto number resolves it properly — totalling a rollup is one of the most obvious things to want on a dashboard. If a measure can't read anything, the tile says so and points at the setting rather than drawing a flat line at zero. Blank cells are skipped rather than counted as zero, so an average isn't dragged down by records that simply have no value. Arrange the grid The canvas is a 12-column grid. In edit mode, drag a tile by its header (or anywhere on a KPI) to move it, and drag the bottom-right corner to resize; tiles snap to the grid. Give the whole board an accent colour from the panel to tell your dashboards apart. Save dashboard keeps the layout, titles, accent, date range, and every tile's data connection. Cancel discards everything since you started editing — nothing is written until you save. Generate with AI In edit mode, click Generate with AI, describe what you want to see — "revenue and pipeline health, plus a recent-activity feed" — and RowFold lays out a set of tiles wired to your real tables and reports. Without an Anthropic key configured it still builds a sensible starter layout from your workspace's tables. Generating replaces the current layout, so use Cancel to undo it if you don't like the result. The AI summary and activity feed The AI summary tile writes a few grounded highlights about your workspace — what's up, what's at risk — and flags an anomaly when the numbers suggest one. When AI isn't configured it falls back to a plain heuristic summary, clearly labelled as such. The Activity feed lists the most recent record changes across the workspace, each dot coloured by its table. Filter by date range The Range control at the top of a board — This quarter, This month, Last 30 days, Year to date, or All time — narrows the tiles that are built on a date, such as a chart grouped by a date field or a KPI with a trend date. Tiles without a date dimension are unaffected, so the range never invents a filter that can't apply. Click a chart to filter the whole board Click a bar or a point on a dashboard chart — Won, say — and every other tile reading that same table narrows to the records behind it. Total value, the breakdown by month, the table of recent rows: all about Won deals until you clear it. Click the same bar again, press Escape, or use the × on the bar that appears at the top of the board. Nothing is saved. A selection is an exploration, not configuration, so it never rides the URL and the next person to open the dashboard never inherits yours. The chart you clicked keeps all of its bars, with the one you chose picked out and the rest faded — that's what lets you move the selection somewhere else without starting again. Every other tile says whether the filter reached it, and the ones it couldn't reach say why: an activity feed is a log of edits rather than a total, a tile built on a saved report carries that report's own filters, and another table's records aren't what “Stage is Won” is about. The bar at the top counts them — “6 of 8 tiles narrowed” — and names the exceptions one by one. View records on that bar lists the records behind the selection. Share a dashboard and set a home Click Share to control who sees a board. Set its visibility to everyone in the workspace or only people you invite, invite teammates by email as Can view or Can edit, and change or remove access per person. The owner and workspace admins always keep full control. Turn on Workspace Home to make a board the one everyone in the workspace is pointed to — only one board per workspace can be the home, so setting a new one clears the last. Tips • Build a report once, then drop it on any dashboard — report-backed tiles stay in sync with the report. • For a KPI sparkline, set Trend by to a date field; without one the card just shows the number. • Group a chart's date field By month and set the Range to read the last quarter or year at a glance. • Nothing is saved until Save dashboard — Cancel is a safe undo for a whole editing session. • To roll up related records across tables in a tile, point it at a saved report rather than an ad-hoc metric. • Cross-filtering works on a tile you're still configuring, before the dashboard is saved — the preview narrows with everything else. Good to know • Changes aren't saved until Save dashboard; leaving the page or clicking Cancel discards the whole editing session. • Generate with AI replaces the current layout rather than adding to it — Cancel undoes it. • An ad-hoc Build a metric tile aggregates one table's own fields; to combine related records across tables, use a saved report instead. • The Range filter only affects tiles built on a date (a date grouping, or a KPI trend) — every other tile ignores it. • Only one dashboard per workspace can be the Workspace Home; setting a new one silently unsets the previous. • Deleting a dashboard is permanent and limited to its owner or a workspace admin — the records in your tables are untouched. • A tile built on a saved report is never cross-filtered. That's deliberate: the report carries its own filters and period, and overruling them from a chart click would quietly rewrite a definition somebody saved elsewhere. Who can do what • Any member of a workspace can create a dashboard, and the creator owns it. • Viewing follows the board's visibility: workspace boards are open to every member; private boards only to the owner, people it's shared with, and workspace admins. • Editing a board requires being its owner, a workspace admin, or shared with Can edit. Changing visibility or the workspace-home flag is owner/admin only. • Tile data honours field permissions per viewer, exactly like reports: a field hidden from you never appears in a tile, and hidden numbers can't leak through a sum or average (counts still work).