Navigating the clariBI interface: sidebar, header, mobile
Where everything is in the clariBI app: the sidebar links, the header with notifications and the account menu, the settings tabs, page addresses and the phone layout.
Layout
The app has three parts:
- Sidebar on the left, with the main links.
- Header along the top, with usage, notifications and your account menu.
- Main area, which shows the page you opened.
On screens narrower than 768 pixels the sidebar is replaced by a top bar with a menu button (see "Phones" below).
Sidebar
The links, from top to bottom:
| Link | What it opens |
|---|---|
| Home | Counters, recent activity, quick actions and insights |
| Ask clariBI | The chat where you ask questions about your data in plain English |
| AI Dashboards | All dashboards in your organization |
| Reports | Generated and scheduled reports |
| Forecasting | Forecasts of your metrics (Starter and above; shown with a lock on lower plans) |
| Templates | The report and dashboard template library |
| Data Sources | Settings > Integrations, where you add and manage sources |
| Goals | Goals, milestones and progress |
| Workspaces | Shared team spaces (Professional and above; shown with a lock on lower plans) |
Some links show a count, for example the number of dashboards or data sources. Clicking a locked link opens the upgrade options; the plan comparison shows which plan includes each page.
At the bottom, Usage This Month shows AI credits, data sources and storage against your plan's limits. When you get close to a limit an upgrade button appears there.
The arrow button at the top of the sidebar collapses it to icons only. Hover over an icon to see its name.
Header
From left to right:
- clariBI logo: returns to Home.
- Credits and Storage: your current usage. A usage alerts panel appears here when you are close to a limit.
- Upgrade: shown on plans that can be upgraded.
- Notifications bell: a badge shows the unread count. The panel lists recent notifications, with Mark all read and View all notifications (which opens the full notifications page).
- Account menu (your initials): shows your name, email, plan and current organization. If you belong to more than one organization, you can switch here. It also has Settings, Replay walkthrough and Sign Out.
Notifications arrive live over a WebSocket connection. Types include dashboards, reports, scheduled runs, invitations, usage, billing, security, data sources and system messages. See what updates live in clariBI for the other parts of the app that update without a reload.
Settings
Settings has six tabs:
| Tab | What it contains |
|---|---|
| Account | Profile, password, your activity log, account deletion |
| Billing | Plan, usage this month, add-ons, payment methods, billing history, cancellation |
| Security | Two-factor authentication, session timeout, login notifications, active sessions, sign-in options |
| Organization | Organization profile, Team Management, Roles & Permissions, Audit Trail |
| Integrations | Data sources and connected apps |
| Developer | API keys, the clariBI MCP server, developer tools |
Some sections inside a tab depend on your plan and your role. For example, custom roles and the audit trail need Professional or Enterprise, and your organization role decides whether you can change billing or security settings.
Page addresses
The app lives under https://claribi.com/app/. You can bookmark or share these addresses. The person opening them needs access to the item.
| Path | Page |
|---|---|
/app/home |
Home |
/app/conversational-analytics |
Ask clariBI |
/app/dashboards |
Dashboard list |
/app/dashboards/{id} |
One dashboard |
/app/reports |
Report list |
/app/reports/{id} |
One report |
/app/forecasting |
Forecasts |
/app/templates |
Template library |
/app/goals |
Goals |
/app/collaboration |
Workspaces |
/app/notifications |
All notifications |
/app/settings |
Settings (Account tab) |
/app/settings#billing |
Billing tab |
/app/settings#security |
Security tab |
/app/settings#organization |
Organization tab |
/app/settings#integrations |
Integrations tab (data sources) |
/app/settings#developer |
Developer tab |
For a guided walk through these pages, see the interface tour in the documentation.
Phones
Below 768 pixels wide:
- A top bar shows the clariBI logo and a menu button.
- The menu button opens a drawer with the same links as the sidebar, plus Settings and Billing.
- When AI jobs are running (for example a report being generated), a progress strip shows them; tap it to see each job.
Accessibility
- All buttons and links can be reached with the Tab key, and focus outlines are visible.
- Dialogs trap focus while open and close with Esc.
- Icons and buttons have screen reader labels.