Dashboard - Supaboard Docs

A Dashboard is a canvas of live data widgets arranged in a drag-and-drop grid. Dashboards live inside Dashboard Groups — think of groups as folders. Every widget on a dashboard queries your connected data sources in real time.

Organisation — Groups & Dashboards

Dashboards are always nested inside a Dashboard Group.

Dashboard Group  (e.g. "Marketing")
├── Dashboard    (e.g. "Campaign Overview")
└── Dashboard    (e.g. "Ad Spend Breakdown")

A group can contain any number of dashboards, surfaced as tabs at the bottom of the screen. Groups have their own sharing and access control settings that apply to all dashboards within them.

Creating a Dashboard Group

From the main Dashboards page, click New Group.

Field	Notes
Name	Required. Displayed in the sidebar and on the group card.
Description	Optional. Shown on the group card.
Cover image / emoji	Optional. Personalises the group card.

Once created, the group opens directly and you can start adding dashboards.

Creating a Dashboard

Inside an open group, click the + tab at the far right of the tab bar. A new blank dashboard is created immediately and becomes the active tab. You can rename the dashboard by clicking its title in the header while in edit mode.

Edit Mode vs View Mode

Every dashboard has two modes. The current mode is shown in the top-right toolbar.

View mode

The default for readers. Viewers can:

Interact with charts (hover tooltips, click to drill through)
Apply dashboard filters
Scroll and read all widget content
Export widgets
Open the chat panel

Edit mode

Enabled by clicking Edit in the toolbar (requires Editor role or above). Editors can:

Add, move, resize, and delete widgets
Edit widget titles inline
Configure widget data and visualisation
Reorder dashboard tabs
Rename the dashboard and update its description
Undo / redo layout changes

Layout changes in edit mode are saved to the server continuously via the undo/redo stack. Navigating away does not lose unsaved work.

The top-right area of the dashboard contains contextual controls that change based on mode.

View mode controls

Control	Description
Edit	Enter edit mode (Editor and above)
Access Control	Manage who can view or edit this dashboard group
Fullscreen	Expand the dashboard to fill the entire browser window
Export	Open the export panel (PDF, PowerPoint, embeds)
Chat	Open the dashboard chat panel

Edit mode controls

Control	Description
Done	Return to view mode
Undo / Redo	Cmd+Z / Cmd+Shift+Z — step through layout history

In edit mode, a floating toolbar appears in the top-right of the canvas. Each button inserts a new widget of that type onto the dashboard.

Button	Widget inserted
Chart	A new chart widget bound to your data
Table	A paginated data table widget
KPI	A single headline metric card
Filter	An interactive filter control for viewers
Text	A rich-text block
Embed	An external URL embedded as an iframe
Image	An uploaded image

Clicking a button inserts the widget into the grid and scrolls the canvas to it automatically.

Widgets — Overview

Widgets are the building blocks of a dashboard. Each type serves a distinct purpose.

Widget	Purpose
Chart	Visualise data as bar, line, pie, scatter, and more
KPI	Display a single headline metric with optional trend
Table	Show data in a paginated, sortable grid
Filter	Let viewers narrow down all widgets at once
Text	Add formatted written content, headings, or annotations
Notes	A coloured annotation card with a title and body
Image	Display an image by file upload
Memo	An AI-generated analytical summary
Embed	Embed any external URL inside an iframe

Widgets — In Depth

Chart

Renders data as an interactive chart powered by ECharts. Configuration:

Select data source, database, and table
Map axes (x-axis field, y-axis metric)
Choose chart type: bar, line, area, pie, scatter, and others
Customise colours, legend, and axis labels

In view mode:

Hover for tooltips
Click a data point to trigger Data Drilling (if configured)

Export options: PNG · SVG · PDF

Supaboard automatically switches between SVG rendering (under 400 data points) and Canvas rendering (400 and above) to keep charts performant at scale.

KPI

Displays a single computed metric. Display styles:

Numeric — raw number with optional formatting
Percentage — value expressed as a percentage
Trend — metric alongside a comparison value and direction indicator
Comparison — two values side by side
Progress bar — percentage shown as a filled bar

Colour scheme and trend indicator style are configurable via the KPI Visualisation panel.

Table

Shows query results in a paginated, scrollable grid. Configuration:

Select which columns to display and their order
Set sort column and direction
Configure column header background colour
Apply conditional formatting — colour rows or cells based on value rules

Export options: CSV · Excel (.xlsx) Export supports:

All data
Current page only
A specific row range

Filter

An interactive control placed on the canvas that lets viewers filter all compatible widgets simultaneously, without entering edit mode. Filter types:

Type	UI control	Operators
Categorical	Multi-select dropdown	equals · in
String	Text input or chip input	like · equals · in
Date	Date picker	calendar range · month · quarter · relative range (before/after/between)
Numeric	Number input	equals · greater than · less than · between
Boolean	Toggle switch	—

Filter widgets appear in a sticky bar at the top of the dashboard (not in the grid). When a viewer changes a filter value, every widget on the dashboard that references the same column updates its data automatically.

Text

A full rich-text editor block. Formatting supported:

Bold · Italic · Underline · Strikethrough
Headings and paragraph styles
Align left · centre · right · justify
Text colour and background colour
Hyperlinks
Emoji

Image

Upload an image file directly onto the dashboard. The image scales to fill the widget’s grid cell. Hover in edit mode to reveal the delete button.

Embed

Embeds an external URL inside the widget using an iframe. Useful for third-party tools, live web pages, or internal apps you want alongside your data.

All widget operations are accessible from the widget header menu (the three-dot icon that appears on hover).

In edit mode

Operation	Description
Edit	Open the widget’s data and visualisation configuration
Rename	Click the title directly to rename it inline
Visualisation	Open the visual styling panel (chart type, colours, column formatting, KPI style)
Duplicate	Create an identical copy of the widget on the same dashboard
Move to	Transfer the widget to another dashboard within the same group
Insights & Info	Open the insights and comments side panel
Export	Export the widget’s data
Delete	Remove the widget (confirmation required)

In view mode

Operation	Description
Insights & Info	Open insights and comments side panel
Export	Download chart as PNG/SVG/PDF or table as CSV/Excel
Data drilling	Click a chart data point to drill into the underlying detail

Resizing and moving

In edit mode:

Move — drag the widget by its header or the blue drag handle on the left edge.
Resize — drag the handle at the bottom-right corner.

Widgets snap to the grid. The layout is saved automatically as you make changes.

Filters

Filters operate at two levels: Configured inside an individual widget’s data settings. They are fixed — viewers cannot change them. Use these to permanently scope a widget (e.g. “always show only the last 30 days”). Added to the dashboard canvas as a Filter Widget. Viewers can interact with these in view mode to dynamically narrow all compatible widgets at once. See the Filter widget section for the full list of types and operators. The filter bar is sticky — it stays visible at the top of the dashboard as viewers scroll down through the widgets.

Undo & Redo

Supaboard maintains a full layout history while you are in edit mode.

Action	Shortcut
Undo	Cmd / Ctrl + Z
Redo	Cmd / Ctrl + Shift + Z

Each entry in the history captures the full grid state — widget positions, sizes, and additions/deletions. History is stored locally (IndexedDB) so it persists if you refresh the page mid-edit.

Data Drilling

On chart and table widgets, clicking a data point opens the Data Drilling modal — a deeper view into the data behind that point. The drill modal includes:

A breadcrumb trail showing the drill path
Date range controls for time-series data
A detailed table or chart of the drilled data
Back navigation to return up the drill hierarchy

Dashboard-level filters are respected in the drilled view.

Insights & Comments

Every widget has an Insights & Info side panel, accessible from the widget header menu. Insights tab — AI-generated observations about the widget’s current data. Stella analyses the data and highlights notable trends, outliers, or patterns. Comments tab — a threaded discussion thread scoped to this widget. Team members can leave notes, ask questions, or flag issues directly on the widget. Comments persist across sessions. Info tab — metadata about the widget: who created it, when it was last updated, and the underlying data source.

Fullscreen Mode

Click Fullscreen in the toolbar to expand the dashboard to fill the entire browser window. All browser chrome is hidden. An exit button (✕) appears in the top-right corner. Press Escape or click it to return to normal view. Fullscreen mode is useful for presenting dashboards on a large screen or during meetings.

Chat Panel

Click Chat in the toolbar to open a conversation panel on the right side of the dashboard. This is a dashboard-level chat thread separate from widget-level comments — use it for high-level discussion about the dashboard as a whole (e.g. “the numbers look off for March, can someone check the filter?”).

Export

Dashboard export

Open the Export panel from the toolbar. Two options are available:

Format	Description
PDF	Exports the full dashboard as a multi-page PDF
PowerPoint (PPTX)	Exports the dashboard as a slide deck

Past exports are listed in the panel with infinite scroll — click any entry to download it again. Individual widgets can be exported from their header menu:

Widget	Formats
Chart	PNG · SVG · PDF
Table	CSV · Excel (.xlsx) with row range selection

Embedding

Dashboards can be embedded in external applications. Open the Export panel → Embed tab to manage embed tokens. Embed tokens control how the dashboard appears when accessed externally:

Create new tokens with specific configuration
Delete tokens to revoke access
View all active tokens

For full embed configuration (branding, feature toggles, domain), see Mini-Board.

Click Access Control in the toolbar to manage who can view or edit the dashboard group. Access is set at the group level — it applies to all dashboards within the group.

Role in group	What they can do
Viewer	View dashboards, apply filters, export widgets
Editor	All of the above + add/edit/delete widgets, enter edit mode
Admin / Owner	All of the above + manage group access, delete the group

The access list shows all workspace members. Toggle each user on or off. The workspace Owner and yourself cannot be removed.

Access control here is separate from workspace-level roles. A workspace Viewer can be granted Editor access on a specific group.

Dashboard Tabs (Multi-page)

Multiple dashboards in a group appear as tabs at the bottom of the screen.

Tab actions

Action	How
Switch dashboard	Click any tab
Add dashboard	Click the + tab
Rename dashboard	Edit the title in the header while in edit mode
Reorder tabs	Drag tabs left or right (edit mode only)
Delete dashboard	Hover the tab icon in edit mode → delete icon appears

The last remaining dashboard in a group cannot be deleted.

Duplicating a Dashboard Group

From the dashboard group card on the main Dashboards page, open the action menu and select Duplicate. The duplicate modal lets you remap data sources — if your original group used one database connection, you can point the copy to a different connection. This is useful for creating environment-specific dashboards (staging vs production) or client-specific copies. The duplicate is created with ” Copy” appended to the name and contains all dashboards, widgets, and layout configuration from the original.

Deleting a Dashboard

Delete a single dashboard (tab)

In edit mode, hover over the tab icon at the bottom — it reveals a delete icon. Click it and confirm. Not available if it is the last dashboard in the group.

Delete a dashboard group

From the group card on the main Dashboards page, open the action menu and select Delete. This removes the group and all dashboards and widgets within it. This cannot be undone.

Permissions

Action	Minimum role
View a dashboard	Viewer (with group access)
Apply filters	Viewer
Export widgets	Viewer
Enter edit mode	Editor
Add / edit / delete widgets	Editor
Rename dashboard	Editor
Reorder tabs	Editor
Create a new dashboard (tab)	Editor
Manage group access	Admin · Owner
Delete a dashboard (tab)	Admin · Owner
Delete a dashboard group	Owner
Duplicate a dashboard group	Editor
Embed / export full dashboard	Editor

Getting started

Features

​Organisation — Groups & Dashboards

​Creating a Dashboard Group

​Creating a Dashboard

​Edit Mode vs View Mode

​View mode

​Edit mode

​The Dashboard Toolbar

​View mode controls

​Edit mode controls

​The Floating Widget Toolbar

​Widgets — Overview

​Widgets — In Depth

​Chart

​KPI

​Table

​Filter

​Text

​Image

​Embed

​Widget Operations

​In edit mode

​In view mode

​Resizing and moving

​Filters

​Widget-level filters

​Dashboard filters (Filter widget)

​Undo & Redo

​Data Drilling

​Insights & Comments

​Fullscreen Mode

​Chat Panel

​Export

​Dashboard export

​Widget export

​Embedding

​Access Control & Sharing

​Dashboard Tabs (Multi-page)

​Tab actions

​Duplicating a Dashboard Group

​Deleting a Dashboard

​Delete a single dashboard (tab)

​Delete a dashboard group

​Permissions