Build a dashboard by describing it

Say what you want to see, refine it in conversation, then filter and drill like any saved dashboard.

5 min read · Last reviewed 18 August 2026

Describe it

  1. 1

    Open Dashboards and start a new one. Custom dashboards are part of the Pro plan — £99 a month per workspace, with daily backups — while the rest of the platform stays free.

  2. 2

    Describe what you want, typed or dictated: “permits by site this quarter, incidents by kind, and the overdue-actions trend”.

  3. 3

    The builder proposes the dashboard from a bounded catalogue of data sources — it composes real widgets, it does not improvise queries.

Refine in conversation

  1. 1

    Use the side chat to adjust: “make that a trend”, “split by site”, “add fire-safety checks”.

  2. 2

    Save it. It is an ordinary dashboard now — named, shareable within the workspace at the visibility you choose.

Read it with confidence

  • The date-range and site filter bar applies across every widget.

  • Widgets drill through to the registers behind them — the chart is a door, not a picture.

  • Numbers use each module’s own register logic, so the dashboard and the register can never disagree. A viewer without permission for a source sees a locked tile, not the data.

About this moduleAnalytics & dashboardsDescribe the dashboard you want and the AI builds it — saved, refinable, filterable, and delivered to inboxes on schedule. The heart of the Pro plan.