Build your first dashboard

There are three ways to get a dashboard. The first needs no work at all.

Option 1: the automatic Data Insights dashboard

When a data source finishes processing, clariBI creates a dashboard for it named <source name> - Data Insights. It appears under AI Dashboards with an Autogenerated badge, uses no AI credits, and updates when the source syncs. This works on every plan, including Free. Most MCP sources are the exception: they do not get one.

Option 2: an AI dashboard

Needs the trial, Starter or a higher plan, because it uses AI credits.

  1. Open AI Dashboards and click Create Dashboard.
  2. Enter a Dashboard Name and, if you like, a description.
  3. Choose the Dashboard Type:
    • Dashboard Builder (recommended): click Launch Dashboard Builder and continue below.
    • Quick AI-generated dashboard: describe the context, tick the data sources, click Create Dashboard. clariBI picks the metrics and charts itself, up to 15 widgets.

The builder has five steps:

  1. Data Sources: select one or more connected sources.
  2. Business Domain: pick the industry or area (SaaS, e-commerce, marketing and so on, or Custom/Other). It steers the metric suggestions.
  3. Define Metrics: accept, edit or add to the suggested metrics.
  4. Design Layout: tap or drag metrics onto the grid, then move and resize the widgets.
  5. Deploy: set the Refresh Frequency (Manual Refresh Only, Every Hour, Daily, Weekly or Monthly; Daily is the default) and, if you use workspaces, tick Share with workspace members. The step shows the estimated credits per refresh and per month. Deploy to create the dashboard.

Option 3: manual mode (no AI)

Manual mode builds a dashboard from a template by binding each widget to columns you choose. It uses no AI credits. On Lite it is the only way to create a dashboard, and Create Dashboard opens it directly; on the trial and Starter and up, use the Manual mode button next to it.

  1. Template: pick a template. Each one says how many of its widgets can be built in manual mode.
  2. Data Sources: pick the sources.
  3. Bindings & Preview: choose the column for each slot (for example the number and the category of a bar chart) and check the preview.

Lite sees the same dashboard templates as Starter in manual mode. Templates marked for Professional or Enterprise appear only on those plans.

After it is created

  • Settings on the dashboard changes the name, description and refresh frequency. Edit Widget Layout there lets you drag and resize widgets; click Save Layout.
  • Refresh re-runs the analysis on an AI dashboard (this uses credits) or reloads an automatic one.
  • Generate report writes a report from the dashboard's widgets after showing the credit cost.
  • Share Link and Share to Workspace are covered in Sharing dashboards.
  • Any widget can be linked to a goal with Link to Goal.

Next

The trial lasts 14 days, includes 50 AI credits and does not ask for a card. When it ends, the account moves to the Free plan and keeps its data.

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