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Dashboards

Dashboards give you a visual overview of your most important metrics, all in one place. Instead of running queries one at a time, you can build a dashboard that pulls together multiple DataClips into a single, at-a-glance view.

What Are Dashboards?​

A dashboard is a collection of components (tables, charts, and numbers) arranged on a single page. Each component is powered by a DataClip, so your dashboard always reflects the latest data when you refresh it.

Dashboards are perfect for:

  • Morning check-ins ("How are sales doing? Any open issues?")
  • Team meetings (share a screen with live metrics)
  • Ongoing monitoring (keep an eye on KPIs throughout the day)

Personal vs. Shared Dashboards​

Teela supports two types of dashboards:

  • Personal dashboards are private to you. Only you can see and edit them. Great for your own day-to-day tracking.
  • Shared dashboards are visible to other people in your organization. Use these for team metrics, department-wide reporting, or anything your colleagues need access to.

You can choose whether a dashboard is personal or shared when you create it, and change this setting later.

Creating a Dashboard​

  1. Click Dashboards in the navigation menu.
  2. Click New Dashboard.
  3. Give your dashboard a name (for example, "Sales Overview" or "Weekly Ops Metrics").
  4. Choose whether it should be Personal or Shared.
  5. Click Create.

Your new dashboard starts out empty, so now it's time to add some components!

Adding DataClip Components​

Each component on a dashboard is tied to a DataClip. To add one:

  1. Click Add Component.
  2. Search for or select the DataClip you'd like to display.
  3. Choose how you want the data shown:
    • Table: Shows the full result set with sortable columns, just like the query results view.
    • Chart: Displays the data as a bar, line, pie, or doughnut chart.
    • Number / KPI: Highlights a single value in large, bold text. Perfect for totals, averages, or counts.
  4. Click Add.

The component appears on your dashboard immediately.

Don't have the right DataClip yet? Head over to DataClips to learn how to create one from any query result.

Editing Your Dashboard Layout​

Click the Edit button to enter edit mode. While in edit mode, you can rearrange and resize your dashboard to look exactly the way you want.

Drag and Drop to Rearrange​

Click and hold any component, then drag it to a new position on the dashboard. Other components will shift to make room.

Resize by Dragging Edges​

Hover over the edge or corner of a component until you see the resize handle. Drag it to make the component larger or smaller. This is especially useful for giving charts more space or keeping KPI numbers compact.

Color Customization​

You can customize colors to make your dashboard easier to read and more visually appealing:

  • Number/KPI components: Choose a color to make key metrics stand out (for example, green for a healthy metric, red for something that needs attention).
  • Charts: Pick custom colors for bars, lines, and segments so your charts match your team's style or make it easy to distinguish between categories.

To change colors, click on a component in edit mode and look for the color options in the settings panel.

Refreshing Your Dashboard​

Dashboard data comes from DataClips, and each DataClip runs a live query when refreshed. You have two options:

  • Refresh a single component: Click the refresh icon on any individual component to update just that one.
  • Refresh All: Click the Refresh All button at the top of the dashboard to update every component at once.

This makes it easy to keep your metrics current, whether you're checking in once a day or watching numbers change throughout the afternoon.

Fullscreen Mode​

Want to display your dashboard on a TV or projector? Click the Fullscreen button to expand the dashboard to fill your entire screen. This is great for:

  • Team standups and meetings
  • Office dashboards on wall-mounted monitors
  • Focused work sessions where you want to minimize distractions

Press Escape to exit fullscreen mode and return to the normal view.

Saving Your Layout​

After making changes in edit mode, click Save to keep your layout. If you try to navigate away without saving, Teela will show a warning so you don't accidentally lose your work.

It's a good habit to save after every round of changes, especially if you've spent time fine-tuning the layout.

Tips for Building Effective Dashboards​

Here are a few suggestions to help you get the most out of your dashboards:

  • Put the most important metrics at the top. People naturally read from top to bottom, so lead with what matters most.
  • Use Number/KPI components for headline figures. A big, bold number is easier to scan than a table when you just need a quick status check.
  • Keep it focused. A dashboard with 5-8 well-chosen components is usually more useful than one with 20+ crammed together. If you need more, create multiple dashboards for different topics.
  • Use descriptive DataClip names. The component titles come from your DataClip names, so clear titles like "Monthly Revenue" or "Open Tickets by Priority" make the dashboard self-explanatory.
  • Take advantage of color. Use color intentionally: green for good, red for needs attention, blue for neutral. Consistent color choices help people read the dashboard at a glance.
  • Refresh before meetings. Click "Refresh All" a minute before presenting to make sure everyone sees the latest numbers.

What's Next?​

  • Create the DataClips your dashboard needs: see DataClips.
  • Learn how to query your data: see Querying Your Data.
  • Set up alerts so you don't have to watch the dashboard all day. Check out the Alerts section in the DataClips guide.