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Dashboards in ClarityQ are interactive visualizations that pull live data from your data warehouse. Unlike the visualizations the agent creates during a chat — which are static snapshots of a single answer — dashboards run real SQL queries and update dynamically as you change filters and date ranges. Every dashboard includes a date range picker and can have additional filters like dropdowns and text search. They contain charts, tables, KPI cards, and other visual components — all generated by the AI agent based on your natural language request.

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How Dashboards Work

When you create a dashboard, the agent:
  1. Builds the visualization code with charts, tables, and KPI cards
  2. Adds a date range picker with standard presets (last 7 days, this month, custom range, etc.)
  3. Replaces any hardcoded data with dynamic SQL queries that run against your warehouse
  4. Tags the dashboard with the semantic components it uses (metrics, entities, segments, features)
  5. Adds optional filters if relevant to the data
Every time someone opens the dashboard or changes a filter, the queries re-run and the visualizations update with fresh data. Query results are cached to keep things fast — repeated visits with the same filters load instantly without hitting the warehouse again.

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Dashboard Views

You’ll find a Dashboards area in the sidebar menu. Inside, dashboards are organized into three views:

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Status and Visibility

These are two separate things. A dashboard’s status is about its lifecycle: Who can open it is controlled separately, by its access list. A shared status sums that up at a glance: A new dashboard starts private. See Sharing and Managing Dashboards for how to give others access.