Dashboards overview

Dashboards let you build your own views of your workspace. Pick the metrics you care about, turn each one into a chart, arrange them on a grid, and either share the dashboard with your workspace or keep it private. Open Dashboards from the workspace section of the sidebar, just below Overview. You can also jump to any dashboard through workspace search (⌘ K / Ctrl+K).

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The dashboard list

The list shows every dashboard you can access as a card with its icon, name, description, and widget count. A lock icon marks a private dashboard. Select New dashboard to create one.

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Create a dashboard

In the create dialog, set:

• Name and description
• Icon and color
• Visibility - Workspace (everyone in the workspace can open it) or Private (only you)

Save, and Pike opens the new, empty dashboard so you can add your first widget.

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The dashboard view

At the top of a dashboard you’ll find its icon and name, and a date range picker. The date range drives everything: every widget on the page is calculated for the range you pick. It defaults to This year. The range is personal to you and isn’t saved - it resets to This year each time you open the dashboard. Clear it and the page shows a “select a date range” prompt instead of loading data. Below the header sits the widget grid. An empty dashboard shows a set of recommended templates to start from.

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Download as Excel

You can export a whole dashboard to an Excel file. Pike creates one sheet per widget, each holding that widget’s data for the date range you’ve picked, so a dashboard with six charts becomes a workbook with six sheets. Restricted metrics come through as an empty sheet noting the metric was restricted.

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Who can edit

Workspace admins and the person who created the dashboard can edit it - rename it, change its widgets, and delete it. Everyone else opens it in view-only mode. Private dashboards are only visible to their creator.

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Metric permissions

Widgets respect your workspace role. If a widget uses a metric you’re not allowed to see, it shows Restricted metric instead of the data - the rest of the dashboard still loads normally.

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Next steps