Understanding the Home dashboard: every section explained
What each part of the Home page shows: the header buttons, the getting-started panel, the four counters, recent activity, quick actions, recent analyses and AI insights.
The Home page at a glance
Home is the first page you see after signing in (/home). It shows counts for your reports, sources and dashboards, your latest activity, shortcuts to common tasks and a rotating AI insight.
The sections below go from top to bottom.
Header
The greeting at the top has two buttons:
- New Analysis opens Ask clariBI, where you ask questions about your data in plain English. If you have not used it yet, start with asking your first question.
- Create Report opens the Reports page.
Getting-started panel
A brand-new organization with no data source, report or dashboard sees a panel titled Connect a data source, get a dashboard. It has two buttons:
- Connect a Data Source opens Settings > Integrations.
- Browse templates instead opens the template library.
Every source you connect gets an auto-generated insights dashboard. That dashboard does not use AI credits and is available on every plan. The panel disappears once you have a source, a report or a dashboard.
Counters
Four numbers sit under the header:
| Counter | What it counts |
|---|---|
| Total Reports | Reports in your organization |
| Active Data Sources | Connected data sources |
| AI Dashboards | Dashboards in your organization, including auto-generated ones |
| AI Insights | Insights collected from your reports and forecasts |
Your AI credit balance is not on Home. It is in the Usage This Month panel at the bottom of the sidebar (AI credits, data sources and storage) and in the header next to your avatar. The full breakdown is in Settings > Billing, and how AI credits are counted explains what uses them.
Recent Activity
Your five most recent actions from your personal activity log, newest first, with a relative time ("2 hours ago"). View all opens Settings > Account, where the complete activity log lives. The log, with its filters, is described in session settings and the activity log.
Quick Actions
Four shortcuts:
- Connect Data Source opens Settings > Integrations.
- Create Dashboard opens the AI Dashboards list.
- Browse Templates opens the template library.
- Ask AI opens Ask clariBI.
Recent Analyses
Up to eight of your latest reports, dashboards, chat sessions and forecasts, sorted by date. Click one to open it. View all opens the Reports page. If you have none yet, the empty state offers Start analyzing, which opens Ask clariBI.
AI Insights
One insight taken from your reports and forecasts, with a link to the item it came from. View all opens a list of every insight, with paging. If you have no reports or forecasts yet, the section says No insights available.
Things Home does not do
- The layout is fixed. You cannot rearrange, hide or add sections.
- You cannot choose a different landing page; signing in always opens Home.
- There is no data source health table here. Sync status for each source is in Settings > Integrations, with counters for Connected, In Progress, Issues and Offline sources.
The interface tour in the documentation shows where Home sits in relation to the rest of the app.