How it works
Connect your data source in a few steps:
- Sign in and open the data upload or connections area.
- Choose SQL Database and enter your read-only connection details.
- Select tables or views and preview the schema DashBoardly detects.
- Generate a dashboard or map fields to KPIs — data refreshes on your schedule.
What you can do
Once connected, you can:
- Run parameterized queries without exposing credentials in exports
- Combine multiple SQL sources in one portfolio dashboard
- Schedule hourly or daily sync for operational reporting
- Export donor-ready charts sourced from live database rows