Dashboard basics
Dashboards live at the workspace level, so one dashboard can draw from any worksheet in any workbook. Each widget points at a worksheet and a configuration (which column to aggregate, how to group, which rows to count). The data is computed on the server when the dashboard loads — what you see always reflects the current rows, not a snapshot.
Widget types
| Widget | What it shows |
|---|---|
| Metric | A single big number — a sum, average, or count over a worksheet column. Cash on hand, entries this month, average ticket. |
| Bar chart | Values grouped by a column — totals per category, per location, per person. |
| Pie chart | Share of a total by group — where the petty cash actually goes. |
| Line chart | A value over time, using a date column for the x-axis — balances and running activity. |
| Table | A compact live excerpt of a worksheet — e.g. the ten most recent entries. |
| Text | A free-text block for headings, notes, and instructions between widgets. |
Arranging and editing widgets
- Add widgets from the dashboard's Add widget button; pick the type, the worksheet, and the columns.
- Reorder widgets by dragging them into place; the layout is saved for everyone.
- Edit a widget in place to change its source, aggregation, or title — the chart redraws immediately.
- If a referenced column or worksheet is later deleted, the widget shows an error state rather than stale numbers; edit it to point somewhere current.
Public dashboard links
A dashboard can be shared with a public link. Visitors see the computed widget data only— charts and numbers, not the underlying worksheets, and nothing they can edit. This makes it safe to put a cash-position dashboard in front of stakeholders who don't have (and shouldn't have) access to the detail rows. Revoke the link at any time to cut off access immediately.