Dashboard

Dashboards combine charts, tables, metric cards, and AI-generated narrative into a multi-page canvas you can share with your team, your clients, or the public.

A SMAQ dashboard is built from widgets placed on a grid, organized into pages (tabs across the top), with filters that cascade from dashboard → page → widget. You can save snapshots for read-only archives, share publicly, and chat with the AI about any item on the dashboard.

[Screenshot needed] A representative dashboard view in View mode — three pages, a metric strip at the top, two charts side by side, a campaigns table below. The chat panel is open on the right.

Widget types

• Charts — line, bar, area, pie, donut, funnel, scatter, combo. Pick the type from the Chart tab of the widget's settings.

• Tables — spreadsheet-like rows and columns, with custom columns, sorting, currency conversion, and Excel/CSV export.

• Pivot tables — multi-level row/column aggregation with grouping support.

• Metric cards — single big number with a period-over-period comparison.

• Static widgets — text boxes (with optional AI Insights), images, headings.

• Merged tables — two tables joined on a common column. See Merge table.

• Competitor ad panels — for projects with the Competitor Ads Monitor or Google Competitor Ads Monitor automation enabled.

Core capabilities

Capability	Reference
Add a chart from a datablock	Adding custom charts
Add a data table	Add data tables
Add AI-generated narrative	Add AI Insights
Configure dashboard / page / chart filters	Mastering dashboard filters
Pivot tables	Pivot Table
Merge two tables on a key	Merge Table
Add a custom column with a formula	Add Custom Column to Table
Copy a table to clipboard	Copy Table to Clipboard
Download a table or pivot as Excel	Download Table/Pivot Table as Excel
Convert currency at the table level	Currency Conversion for Tables
Save a read-only archive	Snapshots & version history
Share publicly + chat on a shared dashboard	Public dashboards & sharing
Generate a polished report	Generate report from dashboard

Edit mode vs View mode

• Edit mode — drag widgets, change settings, add new items, apply filters per chart. Toggle on with the Edit switch in the dashboard header.

• View mode — read-only. The audience for your dashboard (clients, stakeholders) usually stays here.

Filters can be configured in Edit mode and applied to anyone viewing the dashboard. AI Insights and chat work in both modes.

Pages

Click the + next to the page tabs at the top to add a new page. Each page has its own widget grid and its own page-level filters. See Mastering dashboard filters for how dashboard / page / chart filters compose.

Dates and date ranges

Every chart has its own date range, but most dashboards set a single date range at the dashboard level that cascades to everything. The default date range when you open a dashboard is the one set on the dashboard-level filter.

What's next

• Build your first dashboard — step-by-step tutorial.

• Adding custom charts — the most common workflow.

• Snapshots & version history — preserve a point-in-time view.