Quickstart

This guide takes you from a blank workspace to a live dashboard with at least one chart pulling from a real data source.

Before you begin

• Credentials for the data source you plan to connect (database hostname, username, password, or API key for a SaaS source)
• Admin or Member role in your workspace

Steps

1. Connect a data source

   Go to Analytics → Data sources → Add source. Select your source type from the list, enter the connection details, and click Test connection. Once the test passes, save the source.

   See Connect a data source for a full list of supported sources and field-by-field setup instructions.

2. Create a dashboard

   Go to Analytics → Dashboards → New dashboard. Give it a name that reflects the data or team it serves (for example, “Weekly revenue” or “Support KPIs”).

3. Add a chart

   Inside the dashboard, click Add chart. Select your data source, choose a chart type (bar, line, or number card are good starting points), and configure the x-axis and y-axis fields. Click Save.

4. Share your dashboard

   Click Share in the dashboard header. Copy the link to share with teammates, or generate an embed code to display the dashboard in another tool. Set an access level to control who can view the shared link.

Note

If your data source requires an allowlisted IP, add the platform’s outbound IP addresses to your firewall rules before testing the connection.

Next steps

• Explore charts and visualizations to learn about all available chart types.
• Set up scheduled reports to deliver insights to your team automatically.