BI & Dashboards

Dashboards Without Another Tool

Semantic layer, 16 chart types, KPI tiles, and sharing — built into the same platform where your data lives. No export, no ETL to another BI tool.

How Dashboards Work

Two paths to a finished dashboard. There's no blank canvas to start from, every dashboard starts with the AI.

From the Analyst

Ask a question in the Analyst panel. When you get a visualization you like, pin it directly to a dashboard, new or existing.

From the Manager

Include 'create a dashboard' in your prompt to the Manager. It builds the pipeline and the dashboard together.

Either way, you land in the dashboard editor with the copilot panel already open, so refining it (add a chart, change a date range, swap a metric) is a conversation, not a settings menu.

Chart Types

Pick the right visualization for your data.

Bar

Compare values across categories. Horizontal or vertical.

Best for: Revenue by region, top products, category comparisons

Line

Track trends over time with continuous data series.

Best for: Daily active users, revenue trends, growth metrics

Area

Like a line chart but with the area beneath it filled in, to show volume.

Best for: Cumulative metrics, stacked compositions over time

Composed

Bars and lines together on one chart, for two related metrics on different scales.

Best for: Revenue (bars) against margin percent (line), in one view

Scatter

Plot two variables against each other to find correlations and outliers.

Best for: Correlation analysis, anomaly detection, clustering

Pie

Show proportions of a whole. Best with 5 or fewer segments.

Best for: Market share, traffic source distribution, budget allocation

Donut

A pie chart with the center cut out, usually to hold a total in the middle.

Best for: Same as pie, with room for a headline number

Radar

Compare several metrics across categories on one chart, each metric its own axis.

Best for: Scoring products or teams across multiple criteria at once

Radial Bar

A bar chart bent into a circle, each ring its own category.

Best for: Progress toward several targets, shown side by side

Funnel

Show a value shrinking stage by stage, and where it drops off most.

Best for: Signup-to-activation, checkout steps, pipeline stages

Treemap

Nested rectangles sized by value, for a hierarchy at a glance.

Best for: Spend by department and sub-category, storage by table

Sankey

Flows between stages, with line thickness showing volume.

Best for: Where traffic or revenue moves between stages or sources

Gauge

A single value against a range, like a speedometer.

Best for: Capacity used, progress to goal, an SLA in real time

Waterfall

Starts at a total, then shows each addition and subtraction that got you there.

Best for: Revenue bridges, cost breakdowns, month-over-month change

KPI Tile

Single-number metric with an optional trend indicator.

Best for: Total revenue, active users, conversion rate, NPS

Table

Tabular data display with sorting and pagination.

Best for: Detailed records, drill-down data, export-ready views

None of these fit? The AI can also fall back to a custom Vega-Lite spec, its own way of describing a chart precisely, for the cases none of the 16 built-in types cover.

Dashboard Features

Build, filter, and share without leaving OptimaFlo.

Widget Grid Layout

Charts, KPI tiles, and tables arrange themselves on a grid as the copilot adds them.

Live Data

Dashboards query your pipeline tables directly — always showing the latest data from your most recent pipeline run.

Time Range Toolbar

Filter dashboard data by date range. Select preset ranges or pick custom dates.

Analyst Integration

Ask a question in the Analyst panel and pin the resulting chart directly to any dashboard.

Semantic Layer

Define metrics once. Use them everywhere.

The semantic layer sits between your Gold tables and your dashboards. Define business metrics, dimensions, and calculated fields in one place, then reference them across charts, KPI tiles, and Analyst queries.

Metric Definitions

Define reusable metrics (revenue, churn rate, DAU) once. Reference them across dashboards and queries.

Dimension Mapping

Map columns to dimensions (region, product, date) for consistent grouping across all charts.

SQL Expressions

Define metrics with SQL expressions like SUM(revenue), COUNT(DISTINCT user_id), or custom formulas.

Access Control

Control which team members can view or edit metrics. Tied to workspace roles.

Digests

A dashboard that comes to you, on a schedule.

A digest picks metrics from the semantic layer, compares them against a prior period (like the previous week or the same period last year), and has the AI write up what changed in plain English, not just numbers in a table. It runs on a cron schedule you set, in an executive, technical, or casual tone, and delivers itself. A 4-step wizard builds one, and every run is kept in an execution history so you can see what was sent and when.

Sent straight to a list of recipients.

Slack

Posted to a channel or DM, no separate app needed.

Webhook

A custom URL, for piping a digest into your own tool.

Team Sharing

Share dashboards with team members via workspace roles. Every dashboard respects your data access permissions — viewers see data, builders can edit.

What's Next

See who builds your dashboards and where the data comes from.

AI Agents

Meet the BI Developer and the rest of the team

Ontology Map

See what feeds your dashboards and what breaks if it changes

Your data, visualized

Dashboards where your data already lives.

Build a Dashboard Contact

No export pipeline to Tableau. No Looker licenses. Charts from the same platform.