Creating & Managing Dashboards — Walkthrough Guide

Overview

Dashboards are the core of the Vantage platform. They are customizable layouts of tiles — individual data visualization widgets — that display your business data in real time. You can create multiple dashboards, share them with your team, and configure each tile independently.

Creating a New Dashboard

1. Click the "+" button or "New Dashboard" option in the sidebar.
2. Enter a name for your dashboard.
3. Choose the visibility:
   • Private — Only you can see it.
   • Company — All users in your company can view it.
   • Organization — All users across the organization can view it (requires organization membership).
4. Click "Create" to open the empty dashboard.

Adding Tiles

Using the Tile Library

1. Click "Add Tile" or the "+" button on the dashboard.
2. The Tile Library modal opens, showing all available tile types.
3. Browse or search for the tile type you want (e.g., Bar Chart, Pie Chart, Table, Stat, etc.).
4. Click a tile to add it to the dashboard.
5. The tile appears on the dashboard grid with default settings.

Available Tile Types

Vantage offers 40+ tile types across multiple categories:

Configuring Tiles

Edit Tile Modal

1. Click the edit icon (pencil) on any tile, or double-click the tile.
2. The Edit Tile Modal opens with configuration options:
   • Data Source — Select your data connection and query.
   • Visualization Settings — Customize colors, labels, axes, sorting, etc.
   • Title & Description — Set the tile header and optional description.
   • Filters — Apply data filters.
   • AI Settings — Configure AI-powered summaries and insights for this tile.
3. Click "Save" to apply your changes.

Resizing & Moving Tiles

• Drag a tile by its header to move it around the dashboard grid.
• Resize a tile by dragging its edges or corners.
• The grid automatically adjusts to accommodate tile positions.

Dashboard Editor Sidebar

The Dashboard Editor Sidebar provides additional controls:

• Dashboard name and description editing.
• Layout options — Grid density, spacing, and alignment.
• Share settings — Control who can view the dashboard.
• Export options — Export the dashboard as PDF or image.

Managing Dashboards

Listing Dashboards

The sidebar shows your dashboards organized by:

• Mine — Dashboards you created.
• Company — Dashboards shared at the company level.
• Organization — Dashboards shared at the organization level.

Deleting a Dashboard

1. Open the Manage Dashboards modal from the sidebar.
2. Find the dashboard you want to delete.
3. Click the delete (trash) icon.
4. Confirm the deletion.

Setting a Default Dashboard

1. Go to Settings → Dashboard & Sidebar.
2. Select a dashboard from the Default Dashboard dropdown.
3. Click "Save Layout".
4. This dashboard will now load automatically when you sign in.

Sharing Dashboards

Dashboards can be shared at three levels:

• Private — Only the creator can see it.
• Company — All users in the same company can view it.
• Organization — All users in the organization can view it (cross-company sharing must be enabled in Organization Settings).

You can also copy a direct link to a dashboard to share it with specific users.

AI Features on Dashboards

Each tile can leverage AI for:

• Tile Summaries — AI-generated explanations of what the data shows.
• Insights — AI-detected trends, anomalies, and recommendations.
• Query Generation — Use natural language to query your data via the AI assistant.
• Popup AI Chat — Click into a tile and ask questions about the specific data.