How the dashboard builder works
Upload a dataset or connect a source, then describe the story you want to tell. DashBoardly AI suggests KPIs, chart types, and a layout you can refine in a visual editor.
Drag widgets into place, resize panels, and swap chart types without losing your data bindings. Changes preview instantly so stakeholders see exactly what you will share.
When you are ready, publish to your workspace or export to PDF, PNG, and PowerPoint for donor reports and board decks.
Supported data sources
The dashboard creator works with the same connectors available across the integrations catalog. Mix file uploads with live sources on a single dashboard when your workflow spans both.
- CSV, Excel, JSON, GeoJSON, Shapefile, KML, and GeoPackage file uploads
- SQL and NoSQL databases (PostgreSQL, MySQL, MongoDB, and more)
- Google Sheets and REST API endpoints
- Survey tools including KoboToolbox, ODK, SurveyCTO, and CommCare
Customization options
Every dashboard can match your brand and reporting standards without custom code. When you are ready to publish, use shareable dashboards or check pricing for export options.
- Widgets: KPI cards, line and bar charts, tables, choropleth / bubble / heatmap / route / corridor maps, and AI insight panels
- Layouts: responsive grids with mobile-friendly stacking
- Colors: brand themes, semantic highlights, and accessible palettes
- Filters: date ranges, regions, and program tags for self-serve exploration