Enterprise Analytics
User Manual

Follow this workflow when using Dashboard Grid for the first time.

Display controls

Use Zoom − / + to resize the whole application. Use A− / A+ to change text size. Select either percentage to reset it to 100%. Your choices are saved in the browser.

A workspace is an isolated analytics area inside your company. Each workspace maintains its own imports, data models, dashboard tabs, widgets, reports, and AI context.

Show dashboards on your website

1. Open Workspaces and find the required workspace.
2. At the bottom of its card, select Enable sharing.
3. Use Copy link for a normal read-only page, or Copy website embed code to receive an iframe snippet.
4. Select Stop sharing to revoke public access immediately. Generate a new link when an old link must remain invalid.

Supported file rules

• XLS, XLSX, and CSV files are supported.
• Interactive uploads can be up to 25 MB and 50,000 data rows per detected table.
• Each populated Excel worksheet is imported as a separate table.
• The system searches the first rows for the most likely header and detects column names and data types.

Import procedure

1. Open Imports and choose a file.
2. Wait for parsing and column detection.
3. Review the preview, worksheet name, row count, column count, and detected types.
4. Confirm the import, then open Data models or Dashboards.

Update an existing dataset

Select Update file beside the existing dataset. When column names, order, and types match, the dataset ID and connected dashboards are preserved. If the schema differs, Dashboard Grid lists the differences and requires confirmation before affected dashboards are removed.

Connected records become a persisted dataset and follow the same modeling, dashboard, reporting, and workspace-isolation rules as uploaded files.

Open Data models, select a detected table, and configure each field before generating reports or widgets.

Use Display name to create readable report labels. Avoid Sum or Average for serial numbers, IDs, phone numbers, account numbers, or codes.

Create a dashboard tab

1. Select the required workspace tab.
2. Select New dashboard or the plus sign beside the dashboard tabs.
3. Enter the label users should see.
4. Create the blank dashboard, then add widgets.

Configure a widget

Count versus distinct count

Count returns the number of populated records. Distinct count returns the number of unique values in the selected distinct field. For unique customers, choose Distinct count and select Customer ID—not the customer name if names can repeat.

Choose the displayed rows or groups

Use the widget’s row limit to display Top 5, Top 10, Top 20, Top 50, or Top 100 groups, ordered by the calculated value.

Move and resize widgets

Select Customize. Drag a widget by its move handle to reposition it. Use its settings to change width, height, and font size, then finish customization to lock the layout.

Filters affect the visible dashboard analysis without modifying stored data.

• Dropdown: select one category value.
• Date slider: define a start and end date.
• Number range: keep values between minimum and maximum.
• Search: match text across the chosen field.
• Chart interaction: select a chart group to focus related widgets.

Active filter chips show what is currently applied. Clear individual filters or use the reset action before comparing totals.

AI dashboard builder

1. Import and review a real dataset.
2. Open Dashboards and select AI generate.
3. Choose the dataset and describe the business objective.
4. Review suggested KPIs, dimensions, charts, warnings, and dashboard name.
5. Select the widgets you want and generate the dashboard.

Ask AI

Use plain-language instructions such as “add a distinct customer count”, “show monthly revenue as a line chart”, or “compare loans by district”. Mention the field names when possible.

Professional analytics

The AI Analytics page provides an executive summary, KPIs, trends, anomalies, forecasts, risks, recommendations, and answers grounded in detected schema statistics. If a hosted model is unavailable, the local analytics engine continues to provide calculated results.

Marketplace templates supply industry-aware KPI and dashboard metadata. Install a template, then activate it from Marketplace or the dashboard template selector. Changing industry selections in Settings changes the relevant catalog.

Templates do not replace field modeling. Their indicators are calculated only when compatible fields exist in the active workspace’s imported data.

Workbook reports

Open Reports → New report, enter a report name, select a detected table, and add a description. Open the generated report to review calculated measures, field roles, and source rows.

Dashboard export

Use Export on the dashboard or widget. Supported outputs include PDF, Word, Excel, HTML, and image. Dashboard export captures the widget area from the first widget to the final widget, including scrollable widget content where supported.

For the cleanest document, clear editing mode, apply final filters, wait for charts to finish rendering, and then export.

• Use Settings to update the company name, URL slug, primary color, and logo.
• Select one or more industries or business domains to update relevant templates and suggestions.
• Use Team to review company users and roles.
• Use Schedules for planned refresh and report-delivery activities.

Company branding applies across its workspaces, while datasets and dashboards remain isolated by workspace.

Super Administrators use a separate platform navigation. They can review platform statistics, manage companies and subscriptions, manage company administrator accounts, suspend or activate companies, review contact enquiries, and configure payment collection accounts.