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Build a dashboard for a question your team needs to answer repeatedly. This walkthrough uses a revenue review: headline numbers, a monthly trend, a category breakdown, and a date filter.

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Before you begin

  • Your workspace needs a connected data source.
  • Choose an agent that can read the relevant tables and understands your business definitions.
  • You need permission to create dashboards. Adding to an existing dashboard needs Can create access and an editing role in the workspace.

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Start with a clear brief

  1. Open Artifacts in the sidebar and select New Artifact.
  2. Choose Dashboard and enter a name people will recognize.
  3. Describe the audience, metrics, period, and filters. Choose a project if the dashboard belongs with other work.
  4. Select Build with AI to continue in the Analyst.
New Artifact form with Dashboard selected and a revenue-review brief

Choose Dashboard, give it a name, and describe the result before opening the Analyst.

A starting brief for a revenue dashboard

You can also choose Dashboard beneath the Home message box, or ask for a dashboard in a chat that already contains your analysis.

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Review the result

Open the dashboard card in the conversation. Check one part at a time:
  1. Definitions: does revenue include discounts, canceled orders, or refunds?
  2. Dates: does each metric use the intended event date?
  3. Totals: do the headline numbers agree with the supporting tables?
  4. Filters: does changing a value affect the intended widgets?
  5. Readability: can a teammate understand the page without reading the chat?
Ask for specific changes in the same conversation: “Move the three headline metrics to the top,” “Use completed orders only,” or “Add a note explaining the return-date filter.”
Revenue dashboard with category and date filters, four KPI cards, and a monthly comparison chart

A finished dashboard combines headline metrics, filters, and supporting detail.

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Build it manually instead

Choose Build Manually in the creation form. Use Insert Chart, Insert Table, or Insert KPI in the bottom toolbar, then select an existing result or describe the widget you need. Add text for definitions and filters for the slices people will explore. Follow Add widgets and edit the layout for the full editing and saving workflow.

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Expected result

The dashboard appears in Artifacts → Dashboards and in the selected project’s Artifacts tab. You can reopen it and use its filters without editing its design.

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Next steps

Check the data behind a number, then share the dashboard with the right access level.
Last modified on October 2, 2026