Dashboards
Dashboards present an engagement's KPIs visually. They're generated from the engagement's Analysis and surfaced as deliverables in Deliver.
Who can access
Members of the engagement team.
How it works
KPI dashboards are built from the engagement's data — the Database KPIs computed from connected databases and KPIs structured by the engagement's KPI tree. Because the underlying database KPIs carry their queries, the numbers on a dashboard are verifiable.
Step by step
- Build KPIs from connected data (see Database connections and the KPI tree).
- Generate a dashboard in Analysis.
- Surface it as a deliverable in Deliver → Dashboards.
Best practices
- Connect a database first. Live, query-backed KPIs make the strongest dashboards.
- Verify the numbers. Each database KPI carries its query — confirm before presenting.
Common errors
| Symptom | Likely cause | What to do |
|---|---|---|
| Dashboard has no KPIs | No database connected | Connect one in Database connections |