Build a board and lock it.
Every board belongs to a department and shows numbers for the whole company, one team, or just you. Build widgets from 27 chart types, and lock a finished board so nobody rearranges it by accident.
Boards read live and stay locked. Unlocking to move a widget is a permission, and so are renaming, duplicating and deleting - all of them go through the server rather than the browser.
The management screen
Every board, organised by department.
The list on the left shows each department, how many boards it has, and who each board is for. The preview on the right is live, and stays read-only until you unlock it. Try the lock: once unlocked, you can rearrange the grid, and an empty slot appears for a new widget.
Locked: the board reads live and nobody can move a widget by accident. Unlocking is a permission.
Unlocking needs a permission.
Lock the layout so it stays put.
Once a board is locked, nobody can change it without the right role, no matter who opens it.
- Open a locked board and watch it update live, with nothing movable
- Unlock to drag, resize and add widgets
- Lock again to save the layout, with no separate publish step
- Rename, duplicate or delete a board if your role allows it
- Hide a board from the sidebar while you are still building it
Decide exactly who sees a board.
Everyone you invite still sees only what their own role allows.
- File a board under the department that owns it
- Show numbers for the whole company, one team, or just you
- Let a team board show the whole team, even though you built it
- Invite a person, a team or a role to open it
- Duplicate a board so another team gets the same layout with their own numbers
Chart types
Twenty-seven chart types, with advice on each.
The picker groups them into six families, and every type comes with a note on when it is the right choice: a pie stops working past six slices, a horizontal bar is best when labels are long, and a stacked area needs time on one axis and something to split by before it says anything useful.
Six ways to compare categories. Which one depends on how many categories there are, how long the labels run, and whether you are splitting a total.
A measure across a handful of categories. Eight or fewer reads cleanly.
Ranking, or when labels are long. The go-to for top and bottom N.
A total per category, split into its sub-parts.
Two dimensions compared side by side per category.
Each slice as a share of the total. Keep to six or fewer.
Share of a whole with the grand total in the centre.
Colour
Three palettes, including your brand colour.
Pick a palette per widget. Graphite is the calm default. Colourful adds more hues for boards with many categories. Brand puts your own colour into the main series and the two accents while the greys stay grey, which keeps a brand-coloured chart easy to read.
Brand green leads, then one zinc family and a teal accent. Locked so grey tones never drift from chart to chart.
Amber and orange are not in any palette, on any surface, without exception.
Inside a widget
What's in a widget.
A widget is a small set of choices: which measure to show, which chart to draw it with, how to break it down, what time range and filters to apply, and whose numbers to include. It follows its board's scope unless you give it one of its own.
- Measure
- A measure from the shared catalogue, or one you build yourself.
- Chart type
- One of 27, from a single number to a Sankey.
- Group by
- What the chart breaks the numbers down by.
- Time field and range
- All time, 7 days, 30 days, 90 days or 12 months.
- Filters
- Extra filters on top of the ones the measure already has.
- Scope
- Org, team or mine. A widget follows its board unless you set its own.
- Palette
- Graphite, colourful, or your own brand colour.
- Default size
- A number starts at one grid square; a chart starts at two by two.
A widget with nothing to show tells you why: there is no data yet, the filters are too tight, nothing happened in the time range, or the breakdown needs a pipeline it has not been given.
Access
Who can do what.
Building widgets and adding them to your own board is everyday work. Changing a board other people rely on, or moving it to another department, needs a higher role, and that check cannot be worked around.
Open the boards shared with you.
Build widgets and add them to your own board.
Unlock, arrange, rename, duplicate and share.
Decide which departments hold which boards.
Admin is the highest role and is not limited by these permissions, so give it only to the small group that genuinely needs it.
One board, start to finish
One board, three teams.
One person built the board, filed it under Finance, and set it to show the whole team rather than just themselves. Locking saved the layout, and a duplicate gave a second team the same board with their own numbers.
It uses a measure from the shared catalogue, so the number means the same thing here as everywhere else.