Dashboard Builder · Intelligence Workspace

Build beautiful, interactive dashboards without a BI team

Assemble polished dashboards on a drag-and-drop canvas from analyses across the platform. Switch chart types, turn on live refresh, generate an AI summary, and share a live view with your team — no design or engineering required.

  • Drag-and-drop canvas with nine chart types
  • Live auto-refresh and an AI executive summary
  • Role-based views and live sharing
Intelligence Navigator · AnalyticsCapability KPI Analytics
Sales Data (Google Sheets)Show Data View
KPI Results2
Chart Type:LineAreaBarPieDonut
Compare with: Total Revenue
Jan 23Apr 23Jul 23Oct 23Jan 24Apr 24Jul 24Oct 24Jan 25May 26
Net Profit
AI Insights
  • Net Profit grew from $4,290 in Jan 2023 to $9,714 recently — a 126% increase over the period.
  • Average Net Profit is $17,387, well above the latest value — recent months underperform the historical norm.
  • Performance is volatile, with a $65,766 peak and a $2,886 low across the 26 months tracked.

Your tools. Your rules. Any integration.

Salesforce
HubSpot
Slack
QuickBooks
Pipedrive
Stripe
Google Sheets
OneDrive
Google Business
GoHighLevel

Design without designers

A canvas that does the heavy lifting

Pin a KPI, chart, forecast, or table from any module with 'Add to Dashboard,' then arrange it your way. Every widget stays connected to its source and carries a badge so you always know where the number came from.

Drag-and-drop canvas

Arrange and resize widgets on a flexible grid — your layout saves automatically and locks when you're done.

Nine chart types

Switch any widget between line, area, bar, pie, donut, scatter, histogram, box plot, and heatmap in a click.

Live auto-refresh

Flip on Live and source-backed widgets refresh on a 30-second, 1-minute, or 5-minute cadence.

AI executive summary

Generate an Executive or Technical narrative of the whole dashboard, cached and ready to share.

Intelligence Navigator · Intelligence-WorkspaceGC
KPI Tracking dashboard
Live1mFiltersAI SummaryExecTech
All (4)ExecutiveSalesOperationsFinanceCustomer
Customer Sentiment BreakdownSentiment Analysis
LineAreaBarPieDonutScatterHistogramBoxHeatmap
Total Revenue TrendKpi Analytics
LineAreaBarPieDonutScatterHistogramBoxHeatmap
Net Profit TrendKpi Analytics
LineAreaBarPieDonutScatterHistogramBoxHeatmap
MoM Trend (Δ%): revenue by regionBusiness Intelligence
LineAreaBarPieDonutScatterHistogramBoxHeatmap

What you can do

One workspace for every team's numbers

Team dashboards

Give every team a live, self-serve view of their metrics with role-based view tabs.

Executive cockpits

Assemble a single cockpit of the company's most important numbers across every module.

Role-based views

Tab between Executive, Sales, Operations, Finance, and Customer views of the same dashboard.

Share with the team

Share a live link with teammates or your org so everyone sees the current numbers in-app.

Stand up a live dashboard in an afternoon

Build your first Intelligence Workspace dashboard free — drag, drop, and share a live view in minutes.

  • Free forever plan
  • Nine chart types & live refresh
  • AI summary built in

Create your account

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