BI & Dashboards

Dashboards Without Another Tool

Semantic layer, chart builder, KPI tiles, and sharing — built into the same platform where your data lives. No export, no ETL to another BI tool.

How Dashboards Work

Three paths to a finished dashboard.

Manual Build

Create a dashboard, add widgets, write SQL or select metrics from the semantic layer, and choose a chart type.

From the Analyst

Ask a question in the Analyst panel. When you get a visualization you like, pin it directly to a dashboard.

From the Manager

Include 'create a dashboard' in your prompt to the Manager. It builds the pipeline and the dashboard together.

Chart Types

Pick the right visualization for your data.

Bar Chart

Compare values across categories. Horizontal or vertical.

Best for: Revenue by region, top products, category comparisons

Line Chart

Track trends over time with continuous data series.

Best for: Daily active users, revenue trends, growth metrics

Area Chart

Like line charts but with filled area to show volume.

Best for: Cumulative metrics, stacked compositions over time

Pie / Donut

Show proportions of a whole. Best with 5 or fewer segments.

Best for: Market share, traffic source distribution, budget allocation

Scatter Plot

Plot two variables to find correlations and outliers.

Best for: Correlation analysis, anomaly detection, clustering

KPI Tile

Single-number metric with optional trend indicator.

Best for: Total revenue, active users, conversion rate, NPS

Table

Tabular data display with sorting and pagination.

Best for: Detailed records, drill-down data, export-ready views

Dashboard Features

Build, filter, and share without leaving OptimaFlo.

Widget Grid Layout

Arrange charts, KPI tiles, and tables on a grid. Add and remove widgets through AI or manually.

Live Data

Dashboards query your pipeline tables directly — always showing the latest data from your most recent pipeline run.

Time Range Toolbar

Filter dashboard data by date range. Select preset ranges or pick custom dates.

Analyst Integration

Ask a question in the Analyst panel and pin the resulting chart directly to any dashboard.

Semantic Layer

Define metrics once. Use them everywhere.

The semantic layer sits between your Gold tables and your dashboards. Define business metrics, dimensions, and calculated fields in one place, then reference them across charts, KPI tiles, and Analyst queries.

Metric Definitions

Define reusable metrics (revenue, churn rate, DAU) once. Reference them across dashboards and queries.

Dimension Mapping

Map columns to dimensions (region, product, date) for consistent grouping across all charts.

SQL Expressions

Define metrics with SQL expressions like SUM(revenue), COUNT(DISTINCT user_id), or custom formulas.

Access Control

Control which team members can view or edit metrics. Tied to workspace roles.

Team Sharing

Share dashboards with team members via workspace roles. Every dashboard respects your data access permissions — viewers see data, builders can edit.

Your data, visualized

Dashboards where your data already lives.

Build a Dashboard Contact Us

No export pipeline to Tableau. No Looker licenses. Charts from the same platform.