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.
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 metricsRevenue MTD, expenses by category, runway, cash balance
GrantsHQ
3 metricsApplications submitted, win rate, pipeline value
GrowthHQ
3 metricsDonor count, average gift, retention rate
ComplianceHQ
3 metricsOpen tasks, expiring credentials, training completion
PeopleHQ
2 metricsActive staff, volunteer hours
SitesHQ
3 metricsUptime, accessibility score, PageSpeed
LearningHQ
2 metricsActive learners, certificates issued
AgentsHQ
2 metricsAgent runs, success rate
Platform
2 metricsActive users, storage used
Five visualization types. Zero setup.
Pick how each tile is displayed. Switch any time without losing data.
Big number with an optional comparison to a prior period
Trends over time, multi-series support
Compare values across categories
Composition and share-of-total
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
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.
Send dashboards to your inbox on autopilot. Pro: monthly only. Enterprise: daily, weekly, biweekly, monthly, quarterly - with up to 10 external recipients per schedule.
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
| Feature | Free | Starter | Pro | Enterprise |
|---|---|---|---|---|
| Custom dashboards | - | - | 3 | 10 |
| Tiles per dashboard | - | - | 12 | 30 |
| Metrics catalog (24) | - | - | ✓ | ✓ |
| All 5 viz types | - | - | ✓ | ✓ |
| Starter templates | - | - | 4 | 4 |
| Org sharing | - | - | ✓ | ✓ |
| Public sharing | - | - | - | ✓ |
| CSV export | - | - | ✓ | ✓ |
| Scheduled email delivery | - | - | Monthly | All 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.