Custom dashboards

Workspace → Activity → Custom dashboards holds interactive dashboards that Athean builds from your description, with live data, charts, tables, and filters. For the built-in reporting views, see Dashboards.

1. Open Custom dashboards and select New dashboard.
2. Start from Rep leaderboard, Call outcomes board, or Sequence task tracker, or describe the audience, data, time window, and question the dashboard should answer.
3. Name the controls you need, such as a date filter, a sortable table, or a chart that reveals more detail.
4. Send your request. The dashboard appears beside the chat as Athean builds it.

Build a dashboard for our weekly team review. Show calls, emails, and meetings by rep for this quarter, with a sortable table and a chart of the top 10. Add a date filter. Explain the data sources and how each metric is calculated.

Describe the decision the dashboard should support as well as the numbers, for example which accounts need attention or where tasks are piling up.

The data available depends on your connected systems and access. A dashboard can also read data from another service's API through an API secret; see API secrets. To bring in another platform or internal source, see Integrate more platforms.

• Explain this dashboard: asks Athean to describe what the dashboard shows, where its data comes from, and how its charts, tables, filters, and interactions work, without changing anything. Compare a few results with the underlying records before you rely on a new dashboard.
• Change the dashboard: when you can edit it, use Change metrics or layout, Add a filter, or Fix an interaction, or describe the change in the chat. Name the part you want changed and the result you expect.
• Refresh data: Data as of shows when the data was fetched. Select Refresh to fetch it again. If Athean reports that the refresh was partial, some content or permissions may still be out of date; refresh again before you rely on the results.

With view access only, you can explore a dashboard and ask about it, for example with Understand the metrics or Show me how to use it, without changing it. Editing and management actions depend on your permissions.

1. Select Share in the dashboard header.
2. Under Access, choose who inside your organization can open and use the dashboard: Owner only, People and groups, or Entire organization.
3. Under External sharing, choose whether people outside your organization can view it:
   • Off: no external link.
   • Anyone with the link: anyone with the external link can view the dashboard without signing in.
   • Specific email recipients: add Recipient emails. Recipients verify their email before opening the dashboard.
4. Select Save. Copy the Internal dashboard link for teammates, or the External share link for outside viewers. Saving creates the external link, which expires on the date shown in the dialog.

The internal link requires sign-in and dashboard access, and it doesn't include your build conversation. Copying it doesn't grant access; if a teammate can't open it, check the saved Access settings.

A dashboard requests its Athean data with the owner's access for every viewer, including external viewers. Review what the dashboard shows, and who can see it, before you widen Access or turn on external sharing. An external link loads only summary data, such as activity totals; parts of a dashboard that read individual records work only inside Athean.

Two kinds of data work differently:

• Data from an external API is requested as the signed-in viewer, using an API secret that viewer can use, and it's fetched fresh for each viewer. Sharing a dashboard doesn't share its secrets; each viewer needs access to the secret separately (see API secrets). API data doesn't load through an external share link, and a dashboard can only read from an API, not change data there.
• Lists of saved views show each signed-in viewer the saved views available to them, and they don't load through an external share link.

Removing a recipient's email revokes their access when you save. Reset link replaces the external link, and the old link stops working immediately; after a link expires, reset it and send the new link. Set External sharing to Off and save to turn it off.

Changing Access requires permission to manage the dashboard's access. External sharing requires edit access and the Share externally permission; anyone who can edit the dashboard can turn it off. Settings you don't have permission to change are read-only.

You can also ask Athean to change a dashboard's sharing, for example "Share the pipeline review dashboard with the East SDRs group." Athean reads the current settings first and keeps existing access when it adds people. It uses the same permissions as Share and saves changes directly, without an approval card, including turning on external sharing when you ask for it. It doesn't send the link or notify anyone; copy the link from Share.

Add a custom dashboard as a block on a Home or account page tab to keep it beside your daily work:

1. Open Workspace → Home or an account, and select Edit layout on a tab you can edit. The standard Home tab and tabs managed by your organization can't take new blocks, so make a personal copy first with Duplicate tab to customize. For Home, see Layout configuration.
2. Select Add block, then Custom dashboard.
3. Search for the dashboard by name. The list shows only dashboards you can open, with each one's owner and last update. Already on this tab marks a dashboard the tab already shows; select Load more for more results.
4. Select the dashboard to add it, then arrange it like any other block. The open icon beside its title opens the full dashboard in a new browser tab.

You can also ask Athean to add a dashboard to one of your own tabs. Org admins can ask Athean to add a dashboard to another person's personal tab; if that person can't open the dashboard, Athean gives them access as part of the request, leaves everyone else's access unchanged, and tells you who received access.

Adding a dashboard to a tab yourself doesn't share it. Its access settings still apply, and anyone who can't open it sees Dashboard unavailable in its place. The same message appears if the dashboard was removed.

Your account page tabs are the same for every account you open. On an account page, the dashboard receives the account you're viewing. On Home, or when you open the dashboard on its own, there is no current account. When you build a dashboard for account pages, tell Athean it will sit on account pages and should show the account being viewed, and describe what it should show when no account is available.

Organization admins and people with configuration management access can also add a dashboard to a team's Home or account page layout; see Layout configuration.

• Version history: open More dashboard actions → Version history. Select Save current version to keep a checkpoint before a substantial change, or select Restore on an earlier version to return to it. Restoring saves the current version first.
• Rename or Duplicate: use More dashboard actions → Rename or Duplicate.
• Trash and restore: select Move to trash to remove a dashboard from the Live library. To bring it back, switch the Location filter on Custom dashboards from Live to Trash and select Restore.

These actions depend on your permissions. An action you can't use stays in the menu, disabled with the reason. Restoring a dashboard from the trash requires edit access.