Skip to main content

Build dashboards. Share with anyone.

Drag-and-drop tiles from a catalog of 24 metrics across every HQ. Pick a visualization, save, share. Schedule monthly emails to your board. Export to CSV. Generate public links. No spreadsheets, no code, no waiting on a developer.

24
metrics across 11 brands
5
visualization types
4
starter templates
3
delivery options

A metric for every story

The catalog spans every HQ in the platform - finance, grants, growth, compliance, people, sites, learning, agents, and more. You only see the tiles you have access to - the rest are filtered out automatically.

FinanceHQ

4 metrics

Revenue MTD, expenses by category, runway, cash balance

GrantsHQ

3 metrics

Applications submitted, win rate, pipeline value

GrowthHQ

3 metrics

Donor count, average gift, retention rate

ComplianceHQ

3 metrics

Open tasks, expiring credentials, training completion

PeopleHQ

2 metrics

Active staff, volunteer hours

SitesHQ

3 metrics

Uptime, accessibility score, PageSpeed

LearningHQ

2 metrics

Active learners, certificates issued

AgentsHQ

2 metrics

Agent runs, success rate

Platform

2 metrics

Active users, storage used

Five visualization types. Zero setup.

Pick how each tile is displayed. Switch any time without losing data.

KPI Card

Big number with an optional comparison to a prior period

Line Chart

Trends over time, multi-series support

Bar Chart

Compare values across categories

Donut Chart

Composition and share-of-total

Table

Sortable rows with formatted cells

Start from a template or a blank canvas

Four pre-built templates get you to your first dashboard in under a minute. Or start blank and drag tiles from the metric catalog.

  • ✓Executive Snapshot - top-line KPIs across the whole org
  • ✓Fundraising Health - donor count, gift size, retention, pipeline
  • ✓Operations Pulse - uptime, compliance tasks, integrations
  • ✓Mission Impact - programs, learners, certificates, volunteer hours
Pro+ feature
Canvas workflow
1. Pick template or blank canvas
2. Drag tiles from the metric catalog
3. Pick a visualization type and time range
4. Save → share → schedule

Share with the right people, on the right schedule

Three share scopes, three delivery surfaces. Pro unlocks org sharing and monthly email schedules. Enterprise adds public links and all five frequencies with external recipients.

Private

Only you. The default for every new dashboard. Great for personal exploration.

Org Shared

Anyone in your org with analytics access. Each viewer only sees the tiles they're allowed to.

Public Link

A secure link anyone you share it with can view. Enterprise only.

Scheduled Email Delivery

Send dashboards to your inbox on autopilot. Pro: monthly only. Enterprise: daily, weekly, biweekly, monthly, quarterly - with up to 10 external recipients per schedule.

CSV Export

Export any dashboard's underlying tile data to CSV with one click. Use it in spreadsheets, board packets, or grant reports. Pro+ only.

Plan comparison

FeatureFreeStarterProEnterprise
Custom dashboards--310
Tiles per dashboard--1230
Metrics catalog (24)--✓✓
All 5 viz types--✓✓
Starter templates--44
Org sharing--✓✓
Public sharing---✓
CSV export--✓✓
Scheduled email delivery--MonthlyAll frequencies
External recipients---10 per schedule

Ready to build your first dashboard?

Pick a template, drag a few tiles, share the link. You'll have an executive dashboard in minutes.