Creating Dashboards
Dashboards let you visualize key metrics and data in customizable layouts.
Dashboard Overview
Section titled “Dashboard Overview”Dashboards in Futurity provide:
- Visual widgets for different data types
- Real-time updates from connected data sources
- Customizable layouts that adapt to your needs
- Sharing with team members
Creating a Dashboard
Section titled “Creating a Dashboard”-
Navigate to Dashboards
Click Dashboards in the sidebar.
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Create New Dashboard
Click + New Dashboard.
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Name your dashboard
Give it a descriptive name like “Sales Overview” or “Team Metrics”.
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Add widgets
Click Add Widget to start building.
Widget Types
Section titled “Widget Types”Dashboards support the following widget types:
Graph Widget
Section titled “Graph Widget”Display line graphs with multiple data series:
- Title: Widget header
- Description: Additional context
- Data: Array of series, each with name and x/y coordinates
Line Chart Widget
Section titled “Line Chart Widget”Similar to graph widget, optimized for time-series data:
- Title: Widget header
- Description: Additional context
- Data: Array of series with x/y coordinates
Bar Chart Widget
Section titled “Bar Chart Widget”Display bar charts for comparisons:
- Title: Widget header
- Description: Additional context
- Data: Array of series with string x-axis and numeric y-axis
Table Widget
Section titled “Table Widget”Display tabular data:
- Title: Widget header
- Description: Additional context
- Data: Array of series with string x-axis and numeric y-axis
List Widget
Section titled “List Widget”Display numbered or bulleted lists:
- Title: Widget header
- Description: Additional context
- Variant: Numbered or bullet style
- Items: Array of items with title, optional description, and status
Label Series Widget
Section titled “Label Series Widget”Display a series of labels with values:
- Title: Optional widget header
- Description: Optional context
- Labels: Array of label/value pairs with optional colors
File List Widget
Section titled “File List Widget”Display a list of files:
- Title: Widget header
- Description: Additional context
- Files: Array of files with name, description, URL, and media type
Configuring Widgets
Section titled “Configuring Widgets”Data Source
Section titled “Data Source”Widgets are powered by workflows:
- Select the widget
- Configure the associated workflow
- Set the prompt that generates the widget data
- The workflow runs and updates the widget with results
Styling
Section titled “Styling”Customize appearance:
| Option | Description |
|---|---|
| Size | Width and height on the grid |
| Colors | Chart colors, background |
| Title | Widget header text |
| Border | Show/hide widget border |
Data Updates
Section titled “Data Updates”Widget data is updated when:
- The associated workflow runs
- Manual refresh is triggered
- Real-time updates via WebSocket (when workflow completes)
Dashboard Layout
Section titled “Dashboard Layout”Grid System
Section titled “Grid System”Dashboards use a responsive grid:
- Widgets snap to grid positions
- Drag to reposition
- Resize by dragging corners
- Grid adapts to screen size
Organizing Widgets
Section titled “Organizing Widgets”Best practices:
- Most important metrics at top: Eye-catching KPIs first
- Group related widgets: Keep similar data together
- Use consistent sizing: Avoid a cluttered look
- Leave some whitespace: Don’t overcrowd
Sharing Dashboards
Section titled “Sharing Dashboards”Team Access
Section titled “Team Access”- Open dashboard settings (⚙️)
- Click Sharing
- Add team members
- Set permissions (view/edit)
Permission Levels
Section titled “Permission Levels”| Level | Can View | Can Edit | Can Share |
|---|---|---|---|
| Viewer | ✅ | ❌ | ❌ |
| Editor | ✅ | ✅ | ❌ |
| Admin | ✅ | ✅ | ✅ |
Best Practices
Section titled “Best Practices”- Define your audience: Who will view this dashboard?
- Focus on actionable metrics: What decisions does this drive?
- Keep it simple: Don’t overwhelm with too many widgets
- Update regularly: Ensure data sources stay connected
- Get feedback: Ask viewers if it’s useful
Troubleshooting
Section titled “Troubleshooting”Widget shows “No Data”
Section titled “Widget shows “No Data””- Check the data source connection
- Verify the file/API is accessible
- Check date filters aren’t too restrictive
Dashboard loads slowly
Section titled “Dashboard loads slowly”- Reduce the number of widgets
- Increase refresh intervals
- Optimize data sources (smaller files, faster APIs)
Layout looks broken
Section titled “Layout looks broken”- Try a different browser
- Clear browser cache
- Reset layout in dashboard settings