Dashboards

Create AI-powered dashboards from 250+ industry templates. Connect your data sources and let AI generate insights, metrics, and visualizations automatically.

How Dashboards Work

clariBI dashboards are template-driven and AI-powered. Instead of manually building widgets, you select a template that matches your business needs and connect your data sources. The AI then analyzes your data and generates appropriate metrics and visualizations.

1

Choose Template

Select from 250+ templates organized by industry (e-commerce, SaaS, marketing, finance, etc.)

2

Connect Data

Link your databases, files, or API integrations to the dashboard template

3

AI Generates

AI analyzes your data and generates metrics, charts, and insights automatically

Template Categories

🛒

E-commerce

Sales, inventory, customers

💻

SaaS

MRR, churn, usage

📈

Marketing

Campaigns, leads, ROI

💰

Finance

Revenue, expenses, P&L

👥

HR

Headcount, hiring, retention

🏥

Healthcare

Patients, outcomes, ops

🎓

Education

Students, courses, grades

⚙️

Operations

Efficiency, quality, delivery

+ 25 more categories including Sales, Manufacturing, Real Estate, Media, Legal, Nonprofit, and more

Visualization Types

Dashboards can display data using various visualization types. The AI selects the most appropriate visualization based on your data and the metrics being tracked.

Basic Charts

  • Line Chart
  • Bar Chart
  • Area Chart
  • Pie Chart

KPI & Comparison

  • Gauge
  • Metric Cards
  • Funnel Chart
  • Treemap

Distribution

  • Scatter Plot
  • Data Tables

AI-Generated

  • Auto-selected based on data
  • Template-defined layouts

AI-Powered Features

Automatic Insights

AI analyzes your data and generates insights about trends, anomalies, and opportunities.

  • • Trend detection
  • • Anomaly alerts
  • • Performance summaries

Metric Suggestions

Based on your industry and data, AI suggests relevant metrics to track.

  • • Industry-specific KPIs
  • • Custom calculations
  • • Comparison benchmarks

Data Quality Checks

AI validates your data and alerts you to potential issues.

  • • Missing data detection
  • • Schema compatibility
  • • Data freshness tracking

Refresh Scheduling

Configure how often dashboard data is refreshed from sources.

  • • Manual refresh
  • • Hourly updates
  • • Daily or Weekly schedules

Sharing Dashboards

Share dashboards with team members or external stakeholders.

Team Sharing

Share with organization members via workspaces with role-based access.

Public Links

Generate secure public URLs for external stakeholders (read-only).

Comments

Add comments and @mentions to discuss insights with your team.

Creating a Dashboard

1

Navigate to Dashboards

Click "Dashboards" in the sidebar and then "Create Dashboard".

2

Select Your Industry

Choose your business niche (e-commerce, SaaS, marketing, etc.) to see relevant templates.

3

Choose a Template

Browse available templates and select one that matches your needs.

4

Connect Data Source

Select an existing data source or connect a new one (database, file, or API).

5

Review & Generate

Review the configuration and click "Generate Dashboard". AI will analyze your data and create the dashboard.

Note: Dashboard generation uses AI credits. The number of credits depends on data complexity and template type.

Next Steps

Ready to Create Your Dashboard?

Connect your data and let AI generate insights automatically.

Create Your First Dashboard Connect Data Sources