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Building Dashboards

Dashboards in GradientHarbor let you combine tables, charts, KPIs, and text into shareable, interactive layouts. You can build them manually or with AI assistance.

Creating a Dashboard

  1. Click New Dashboard from the sidebar or dashboards page
  2. Enter a name for your dashboard
  3. You'll be taken to the dashboard editor

The Dashboard Editor

The editor uses a grid-based layout where you add and arrange cells. Each cell contains a visualization, query, or content block.

Adding Cells

  • Click the + button to add a new cell
  • Choose the cell type (table, chart, KPI, filter, or text)
  • Configure the cell's content (write a query, set chart options, etc.)

AI-Assisted Building

AI Dashboard Creation

The dashboard editor includes an AI agent sidebar. You can describe what you want:

"Add a bar chart showing monthly revenue for the past 12 months"

The agent will:

  1. Search your catalog for the right tables
  2. Write the SQL query
  3. Create a chart cell with the appropriate configuration
  4. Add it to your dashboard layout

This is the fastest way to build dashboards — describe your intent and let the agent handle the SQL and chart configuration.

Multi-Page Dashboards

Dashboards support multiple pages. Each page has its own grid layout and cells.

Use pages to organize related views:

  • Overview — High-level KPIs and summary charts
  • Details — Drill-down tables and filters
  • Trends — Time-series charts and comparisons

Switch between pages using the page tabs at the top of the editor.

Adding Pages

  1. Click the + button next to the page tabs
  2. Name the new page
  3. Add cells to the page

Saving and Versioning

  • Click Save to persist your changes
  • Each save creates a new version of the page definition
  • Previous versions are preserved in the version history

Dashboard Folders

Organize dashboards into folders:

  1. Go to the Dashboards page
  2. Create folders to group related dashboards
  3. Move dashboards between folders via the action menu

Folders are purely organizational — they don't affect permissions. See Sharing & Permissions for access control.

Next Steps