Dashboards & interfaces

Sometimes you want to see your data, not just ask about it. Dashboards give you a live view — the numbers that matter, updated as your data changes. Interfaces go a step further: a purpose-built page your assistant creates for a specific job, that you can share with your team or a client.

What you can build

• A team dashboard — open deals, renewals due this month, tasks by owner.
• An account overview — everything about one client on a single page.
• A live status page — this week's numbers, refreshed as data lands.
• A shareable interface — a simple, tailored page for a specific audience, like a client-facing summary.

How it works

You describe what you want to see, and your assistant assembles the view from your collections, tasks, and connected tools. Because it's built on your live data, it stays current — you're not pasting numbers into slides that go stale the next day.

Interfaces are generated for the job at hand. When you need a clean, focused page — a summary to walk a client through, a snapshot for a team standup — your assistant can produce one and give you a link to share.

Try it

Build me a dashboard showing deals by stage, total pipeline value, and every renewal due in the next 30 days.

Or a shareable page:

Create a one-page summary of Acme Corp's account — their status, recent activity, and open items — that I can share with my manager.

Related

Dashboards read from your structured data. For a full build, see A client portal dashboard.