The Dashboards gallery
The gallery is the landing page that lists every dashboard you can see. At the top, a row of count chips summarises your collection — total dashboards, how many you own, how many were shared with you, and (if any) how many are pending deletion. The first tile in the grid is always the “Create New Dashboard” card.| Control / Button | What it does |
|---|---|
| Create New Dashboard (dashed tile) | Creates a brand-new dashboard named “Untitled Dashboard” and takes you straight into its editor. |
| Dashboard tile (click) | Opens that dashboard’s editor. |
| All / Owned / Shared tabs | Filters the grid by ownership. |
| Search box | Filters the visible dashboards by name as you type. |
| Show Pending Deletion (toggle) | Reveals a separate section listing dashboards currently in Trash awaiting permanent deletion, each with a live countdown. |
| Show data from my admin access (toggle) | For org admins only: switches the listing to show team members’ personal dashboards. Requires an on-screen acknowledgement and is recorded in the audit log. |
| Owner filter | Appears only when admin access is on; narrows the cross-team list to dashboards owned by selected people. |
| Tile menu — Edit | Opens a dialog to rename and edit the dashboard’s description. |
| Tile menu — Share | Opens the sharing dialog for that dashboard. |
| Tile menu — Delete | Moves the dashboard to Trash. |
| Restore (on a pending tile) | Brings a dashboard back out of Trash. |
The dashboard editor header
| Control / Button | What it does |
|---|---|
| Title (click to edit) | Renames the dashboard inline. |
| Filters toggle (funnel icon) | Shows or hides the filter bar. A small badge shows how many filters are active. |
| Dashboard AI toggle (robot icon) | Opens or closes the embedded AI chat panel. |
| Sources (N) | Opens a side panel listing your data sources; tick or untick each one to attach or detach it. |
| Sample | Generates a set of 10 sample widgets. Disabled until at least one data source is attached. |
| Add Widget | Opens the widget gallery to add a new widget. |
| Version menu — Save Version | Freezes the current dashboard as a named, permanent version. |
| Version menu — Version History | Opens the version history drawer. |
| Share | Opens the sharing dialog. |
The filter bar
When the Filters toggle is on, a horizontal filter bar appears beneath the header. Filters let viewers narrow the data shown across the dashboard’s widgets, and the current selection is reflected in the page link.| Control / Button | What it does |
|---|---|
| Add Filter | Opens a builder to define a new filter (date range, category picker, numeric range, etc.) tied to a column in your data. |
| Filter control | Each filter renders as its own control — date range, dropdown, multi-select, text box, numeric range or on/off switch. |
| Pencil (on a filter) | Reopens the builder for that filter so you can edit or remove it. |
| Reset Filters | Clears every active filter back to its empty state. |
Version history
The Version History drawer slides in from the right and lists every saved version of the dashboard — both the versions you named and automatic saves — newest first.| Control / Button | What it does |
|---|---|
| Version list (click a row) | Selects that version and shows a preview against the current draft. |
| Restore | Replaces the current draft with the selected version’s snapshot. A new version is created automatically. |
The embedded Dashboard AI chat panel
The Dashboard AI panel is an in-context chat assistant that understands the current dashboard and its widgets.| Control / Button | What it does |
|---|---|
| Panel options menu — Dock right / left / top / bottom | Positions the chat panel against the chosen edge. |
| Panel options menu — Floating | Detaches the panel into a draggable, collapsible floating window. |
| Open in new tab | Marked Coming Soon. |
| Close (X) | Closes the chat panel. Reopen it with the Dashboard AI toggle. |
| Drag handle (floating mode) | Moves the floating window around the screen. |
Who can use it
- Owners and editors can rename, attach data sources, generate sample widgets, add and edit filters, save and restore versions, use the Dashboard AI panel, and share.
- Viewers can open the dashboard, apply existing filters, browse version history, and use the Dashboard AI panel in a read context.
- Org admins additionally get the gallery’s “Show data from my admin access” toggle.