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Dashboards View

Dashboard views convert a database into an at-a-glance command center by arranging multiple widgets — tables, boards, calendars, charts, and timelines — into a single organized layout. Instead of switching between separate views or different databases to get the full picture, a dashboard brings everything together in one place.

They're ideal for:

  • Team status reports
  • Ticket and incident overviews
  • Sales pipeline summaries
  • Content and campaign performance tracking

Create a Dashboard View​

From an Existing Database​

  1. Open any database (full-page or inline)
  2. Click + to add a new view
  3. Select Dashboard

You're placed directly into Edit mode so you can start building immediately.

Via Slash Command​

Type /dash on any page, select Dashboard view from the menu, name it, and begin editing.

With Closot AI​

Ask Closot AI to generate an initial dashboard draft — for example: "Create a dashboard for my @ Tasks database showing key metrics." Switch to Edit mode afterward to refine the layout, adjust row heights, and fine-tune individual widget views.

Building Your Dashboard​

Adding Widgets​

Each widget displays one specific database view. To add one:

  1. Enter Edit mode
  2. Click the + icon on any row or at the bottom of the dashboard
  3. Select an existing view or create a new one for that widget

Limits: A dashboard supports up to 4 widgets per row and 12 widgets total.

Managing Widgets​

Right-click any widget (or click its title) to access:

  • Duplicate — creates a copy with identical settings
  • Delete — removes the widget from the dashboard

Arranging Widgets​

Drag any widget to reposition it within or between rows. If drag-and-drop isn't available in your setup, use the move options available through the widget's actions menu.

Resizing Widgets​

  • Width: Hover between two widgets and drag the divider handle left or right
  • Height: Hover over the boundary between rows and drag the divider up or down

Customizing Widget Content​

From each widget's view options, you can adjust:

  • Filters (e.g., "Status = Open")
  • Sorts (e.g., newest first)
  • Groups (e.g., by assignee or priority)
  • Visualization type (list, board, chart, etc.)
note

Filters and sorts applied while in View mode are not saved by default. To make them permanent for all viewers, select Save for everybody — requires edit permissions on the database.

Global Filters​

Apply a filter across multiple widgets simultaneously instead of configuring each widget individually:

  1. Click the filter icon at the top of the dashboard
  2. Select Filter multiple sources
  3. Choose a property and define the filter criteria

How global filters work:

  • A global filter only affects widgets whose underlying views contain the filtered property
  • Multiple global filters can be active at once, each targeting different properties
  • They work across widgets pulling from different data sources, as long as those sources share the relevant property

View Mode vs. Edit Mode​

ModePurpose
View modeFor consuming the dashboard — open pages, use visible filters, interact with items based on your permissions
Edit modeFor designing the layout — add, remove, and rearrange widgets; adjust row heights; swap the displayed database views

Editing Widgets vs. Editing Views​

There are two distinct types of edits you can make:

Edit widget layout — move a widget to a different row, resize its height, or remove it from the dashboard entirely. These changes affect only this dashboard.

Edit the widget's database view — update filters, sorts, groups, or visualization type through view options. Depending on workspace settings, these changes may also appear wherever else that view is used.

Permissions​

Dashboard views follow the same permission model as the underlying database:

  • Edit access — can create dashboards, modify layout, and configure widget views
  • View access — can open dashboards in View mode and interact with content based on permissions

Edit access to the database is required to change the dashboard layout.

Performance​

Dashboards with many widgets or large unfiltered views can load slowly. Keep things responsive by:

  • Keeping each widget focused — don't load more data than is needed
  • Using filters to limit what each widget fetches (e.g., "Created this week," "Status is not Done")
  • Avoiding large, unfiltered table widgets — use charts or grouped views to summarize instead
  • Not placing multiple dashboard views on the same page

Dashboards vs. Inline Views in Columns​

Use a Dashboard view whenUse inline database views in columns when
You want a stable, app-like surface that's hard to accidentally changeYou want a freeform page mixing databases with rich text, images, and callouts
You want a clear split between design time and daily useYou want to experiment quickly without creating a reusable view
You want clean row alignment where widths resize togetherYou want highly customized layouts that vary page to page

Layout Patterns​

Team Status Hub​

  • Row 1: Chart of pipeline by stage or total ARR by segment
  • Row 2: Table of top priority projects + Table of risks and blocked items
  • Row 3: Timeline of key milestones

Incident or Ticket Overview​

  • Row 1: Chart of open tickets by severity + Chart of tickets by channel
  • Row 2: Table of unassigned tickets + Table of tickets breaching SLA
  • Row 3: Timeline of tickets by created date

Executive Reporting​

  • Row 1: Chart of pipeline by stage or total ARR by segment
  • Row 2: Table of top priority projects + Table of risks and blocked items
  • Row 3: Timeline of key milestones

FAQs​