Dashboards 🟡 PREVIEW

Build custom data visualizations with AI-powered insights

Not a launcher app. not in the launcher catalogue; dashboard content is reached through Analytics. This page is kept here because it documents part of the suite, but it does not appear in the app menu and has no stability classification.

Overview

Dashboards is the business intelligence and data visualization app in General Bots Suite. Create custom dashboards with drag-and-drop widgets, connect to multiple data sources, and use natural language queries to explore your data. Dashboards helps you monitor KPIs, track metrics, and make data-driven decisions.

Key Capabilities:

• Visual Dashboard Builder - Drag-and-drop widgets and layouts
• Multiple Data Sources - Connect databases, APIs, files, and cloud warehouses
• Conversational Analytics - Ask questions in natural language
• Real-time Updates - Auto-refresh with configurable intervals
• Templates - Pre-built dashboards for common use cases
• Sharing & Export - Share dashboards or export as PDF/PNG

Features

Dashboard Builder

Create dashboards visually with a flexible grid system:

Layout Options:

Widget Types:

Widget Configuration

Each widget can be configured with:

Chart Widgets:

• X-axis and Y-axis field mapping
• Multiple data series
• Colors and legend position
• Animation settings
• Stacked or grouped display

KPI Widgets:

• Value field
• Comparison (previous period, target, YoY)
• Thresholds for color coding
• Prefix/suffix formatting

Table Widgets:

• Column selection and ordering
• Sorting and filtering
• Pagination settings
• Export options

Data Sources

Connect to various data sources:

Connection Setup:

1. Click Add Data Source in sidebar
2. Select source type
3. Enter connection details:
   • Host, port, database name
   • Username and password (stored in vault)
   • SSL configuration
4. Click Test Connection
5. Click Add Source

Conversational Analytics

Ask questions about your data in natural language:

Example Queries:

How It Works:

1. Type your question in the query box
2. Select target data source (or “All”)
3. AI translates to SQL/query
4. Results displayed as visualization
5. Save as widget to dashboard

Templates

Pre-built dashboard templates for common use cases:

Sharing & Permissions

Visibility Options:

Sharing Actions:

• Copy link to clipboard
• Embed in other applications
• Schedule email reports
• Export as PDF or PNG

Keyboard Shortcuts

Tips & Tricks

Building Effective Dashboards

💡 Start with KPIs - Place most important metrics at the top

💡 Use consistent colors - Same color = same meaning across widgets

💡 Group related widgets - Organize by topic or data source

💡 Add context - Include text widgets to explain metrics

Performance Tips

💡 Limit widgets - 10-15 widgets per dashboard for best performance

💡 Use date filters - Narrow data range to speed up queries

💡 Cache queries - Enable caching for slow data sources

💡 Aggregate data - Pre-aggregate when possible

Data Source Best Practices

💡 Use read replicas - Don’t query production databases

💡 Create views - Pre-join tables for simpler queries

💡 Index properly - Ensure indexes on filtered columns

💡 Limit permissions - Grant minimum necessary access

Troubleshooting

Dashboard not loading

Possible causes:

1. Data source connection failed
2. Query timeout
3. Authentication expired

Solution:

1. Check data source status in sidebar
2. Increase timeout in settings
3. Re-authenticate with data source
4. Check query performance

Widget shows no data

Possible causes:

1. Query returns empty result
2. Date filter excludes all data
3. Field mapping incorrect

Solution:

1. Test query directly in data source
2. Adjust date range filter
3. Verify field names match schema
4. Check data type compatibility

Slow dashboard performance

Possible causes:

1. Too many widgets
2. Complex queries
3. Large data volumes
4. No caching enabled

Solution:

1. Split into multiple dashboards
2. Simplify queries, add aggregations
3. Narrow date ranges
4. Enable query caching in settings

BASIC Integration

Use Dashboards features in your dialogs:

Query Dashboard Data

' Get data from a dashboard widget
data = QUERY DASHBOARD "sales-dashboard" WIDGET "revenue-kpi"
TALK "Current revenue: $" + data.value
TALK "Change from last period: " + data.change + "%"

Embed Dashboard in Bot

' Show a dashboard in the conversation
SHOW DASHBOARD "sales-overview" TO user
TALK "Here's your sales dashboard. What would you like to know more about?"

Create Dashboard Programmatically

' Create a new dashboard from bot
dashboard = CREATE DASHBOARD
    NAME "Weekly Report"
    TEMPLATE "sales"
    DATE_RANGE "last_7_days"

SHARE DASHBOARD dashboard.id WITH user.email
TALK "Your dashboard is ready: " + dashboard.url

Natural Language Query

' Let user ask questions about data
TALK "What would you like to know about your data?"
HEAR question AS TEXT

result = QUERY DATA question FROM "sales-db"

IF result.type = "chart" THEN
    SHOW CHART result.data
ELSE
    TALK result.answer
END IF

API Reference

Endpoints Summary

Example: Create Dashboard

POST /api/dashboards

{
  "name": "Sales Overview",
  "description": "Weekly sales metrics and trends",
  "layout": {
    "columns": 12,
    "row_height": 80,
    "gap": 16
  },
  "is_public": false,
  "tags": ["sales", "weekly"]
}

Response:
{
  "id": "dash_abc123",
  "name": "Sales Overview",
  "created_at": "2025-01-27T10:00:00Z",
  "widgets": [],
  "url": "/dashboards/dash_abc123"
}

Example: Add Widget

POST /api/dashboards/dash_abc123/widgets

{
  "widget_type": "line_chart",
  "title": "Revenue Trend",
  "position": {
    "x": 0,
    "y": 0,
    "width": 6,
    "height": 4
  },
  "data_query": {
    "source_id": "src_sales_db",
    "sql": "SELECT date, SUM(amount) as revenue FROM orders GROUP BY date ORDER BY date",
    "fields": ["date", "revenue"]
  },
  "config": {
    "chart_config": {
      "x_axis": "date",
      "y_axis": "revenue",
      "colors": ["#10b981"]
    }
  }
}

Example: Natural Language Query

POST /api/dashboards/query

{
  "query": "Show me top 5 customers by revenue last month",
  "data_source_id": "src_sales_db"
}

Response:
{
  "query": "SELECT customer_name, SUM(amount) as revenue FROM orders WHERE date >= '2025-01-01' GROUP BY customer_name ORDER BY revenue DESC LIMIT 5",
  "data": [
    {"customer_name": "Acme Corp", "revenue": 150000},
    {"customer_name": "TechStart", "revenue": 120000},
    ...
  ],
  "suggested_visualization": "bar_chart",
  "explanation": "Top 5 customers ranked by total revenue for January 2025"
}

See Also

• Analytics App - Built-in analytics and metrics
• Compliance App - Compliance dashboards
• Research App - Data research tools
• Sheet App - Spreadsheet data source