> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloosphere.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> AI-based panel dashboard — auto-generate SQL charts from natural language, share, and export

<Info>Admin › Monitoring › Dashboard</Info>

The Dashboard auto-generates SQL charts from **a single natural language line**.

* Add and edit panels by chatting with the AI assistant, then share the completed dashboard with your team or export to HTML.

| Method    | Process                                          |       Time      |
| --------- | ------------------------------------------------ | :-------------: |
| Manual    | Write SQL → execute → Excel chart → slide        | 30 min \~ hours |
| Dashboard | Natural language input → AI auto-generates chart |    **30 sec**   |

<Frame caption="Admin > Monitoring > Dashboard — list of created dashboards">
  <img src="https://mintcdn.com/cloocus/e2STMIwiJ94E5-9q/images/monitoring/dashboard-main.png?fit=max&auto=format&n=e2STMIwiJ94E5-9q&q=85&s=ab63816030a8e5a9998ea4c82e64ec8c" alt="dashboard list" width="2880" height="1800" data-path="images/monitoring/dashboard-main.png" />
</Frame>

## Access Path

| Permission               |       Dashboard List       | Create/Edit/Delete | Shared Dashboards |
| ------------------------ | :------------------------: | :----------------: | :---------------: |
| Admin (monitoring write) |             All            |          ✓         |         ✓         |
| Admin (monitoring read)  |             All            |          ✗         |         ✓         |
| Regular user             | Owned + public/shared only |          ✗         |         ✓         |

***

## Creating Dashboards

<Steps>
  <Step title="Create dashboard">
    Click **Create Dashboard** in the dashboard list.

    | Field           | Required | Description                                 |
    | --------------- | :------: | ------------------------------------------- |
    | **Name**        |     ✓    | Dashboard name (must be unique system-wide) |
    | **Description** |     ✗    | Dashboard purpose                           |

    <Tip>
      DB connection isn't configured at this stage. Different DBs can be used per panel, so DB is selected when adding panels.
    </Tip>
  </Step>

  <Step title="Add panels">
    From the created dashboard, add panels via **Add Panel** or **AI Assistant**. In the add-panel modal, first choose the **Chart / Card** type.

    <Tabs>
      <Tab title="Chart">
        Visualize SQL execution results as various charts. Enter a **natural language question** in the panel editor and AI auto-generates SQL.

        <Frame caption="Add chart panel modal">
          <img src="https://mintcdn.com/cloocus/z12HbjPvLk3VcOGS/images/monitoring/dashboard-panel-add-chart.png?fit=max&auto=format&n=z12HbjPvLk3VcOGS&q=85&s=a8b7a284b104b0867434cf713c7486c5" alt="Add panel modal — Chart type" width="1369" height="983" data-path="images/monitoring/dashboard-panel-add-chart.png" />
        </Frame>

        **Supported chart types:**

        | Chart           | Description                       | Use Case                                |
        | --------------- | --------------------------------- | --------------------------------------- |
        | **Table**       | Display data in table form        | Detailed data viewing                   |
        | **Bar**         | Per-item comparison               | Per-model usage count                   |
        | **Grouped Bar** | Compare multiple grouped series   | Per-model · per-period cost comparison  |
        | **Line**        | Trend over time                   | Daily token usage trend                 |
        | **Area**        | Trend + area emphasis             | Cumulative usage change                 |
        | **Pie**         | Ratio distribution                | Per-agent usage share                   |
        | **Scatter**     | Correlation between two variables | Response time vs. token count           |
        | **Histogram**   | Numeric distribution              | Response time distribution              |
        | **Heatmap**     | 2D matrix value distribution      | Per-time-of-day · per-day-of-week usage |

        Click the chart-type icon at the top of the panel in edit mode for instant switching.
      </Tab>

      <Tab title="Card">
        A summary card showing key KPI values at a glance.

        <Frame caption="Add card panel modal">
          <img src="https://mintcdn.com/cloocus/z12HbjPvLk3VcOGS/images/monitoring/dashboard-panel-add-card.png?fit=max&auto=format&n=z12HbjPvLk3VcOGS&q=85&s=c661e3136e34c1f73bd83206db99dd71" alt="Add panel modal — Card type" width="1369" height="983" data-path="images/monitoring/dashboard-panel-add-card.png" />
        </Frame>

        | Source           | Description                                          |
        | ---------------- | ---------------------------------------------------- |
        | **Manual Input** | Direct fixed value entry (e.g., "1,234" or "Active") |
        | **DB Query**     | Real-time value lookup via natural language → SQL    |

        Specify a background color for visual distinction.
      </Tab>
    </Tabs>

    Then configure SQL and period filters in the [Panel Editor](#panel-editor); for conversational creation, see [AI Assistant](#ai-assistant).
  </Step>

  <Step title="Adjust layout">
    In **Edit** mode, drag panels to move them and use the bottom-right handle to resize. Layout is on a 12-column grid.
  </Step>
</Steps>

***

## Panel Composition

A dashboard consists of individual **panels**.

* Each panel has its own DB connection and SQL.
* For panel type (chart · card) selection, see the [Add panels](#creating-dashboards) step.

<Frame caption="Example dashboard with multiple panels — top card metrics arranged alongside chart panels">
  <img src="https://mintcdn.com/cloocus/z12HbjPvLk3VcOGS/images/monitoring/dashboard-panels.png?fit=max&auto=format&n=z12HbjPvLk3VcOGS&q=85&s=a0e7f91b429b6c5dcffea7b3a283dd44" alt="Usage dashboard composed of multiple panels" width="1296" height="992" data-path="images/monitoring/dashboard-panels.png" />
</Frame>

### Panel Editor

Click **Add Panel** or the edit icon on an existing panel to open the panel edit modal.

<Accordion title="Add/Edit Panel modal fields" icon="sliders">
  | Field                         | Description                                                                                      |
  | ----------------------------- | ------------------------------------------------------------------------------------------------ |
  | **Panel name**                | Panel title (required)                                                                           |
  | **Database selection**        | Pick the DbSphere to connect                                                                     |
  | **Model selection**           | AI model used for SQL generation                                                                 |
  | **Natural language question** | Describe the data you want in natural language                                                   |
  | **Generate SQL**              | AI auto-converts the natural language question to SQL (the generated SQL can be edited directly) |
  | **Use period filter**         | Specify date column to integrate with the dashboard period filter                                |
  | **Title display**             | Choose where the panel title appears (header / inside bottom)                                    |
</Accordion>

<Info>
  The generated SQL can be edited freely. If the AI-generated SQL isn't accurate, just edit it directly.
</Info>

***

## AI Assistant

Click the **purple AI Assistant button at the bottom-right** of the dashboard to open a chat panel at the bottom.

* Pick a **model** at the top and describe what you want in natural language.
* When starting out, click one of the suggested prompts to begin right away.

<Frame caption="Admin > Monitoring > Dashboard — AI Assistant panel (model selection, example prompts, input box)">
  <img src="https://mintcdn.com/cloocus/iRgCRr3H3czOaMhv/images/monitoring/dashboard-ai-assistant.png?fit=max&auto=format&n=iRgCRr3H3czOaMhv&q=85&s=1510b04de9fd05ccfef3e7f00607fc15" alt="AI Dashboard Assistant panel — chat interface for creating and editing panels in natural language" width="2880" height="1800" data-path="images/monitoring/dashboard-ai-assistant.png" />
</Frame>

### Conversational Dashboard Builder

Add, edit, and delete panels by chatting in natural language.

<Steps>
  <Step title="Open AI Assistant">
    Click the bottom-right purple button. Pick **DB** and **model** at the top.
  </Step>

  <Step title="Request in natural language">
    Examples:

    * "Make a chart of this month's per-model token usage"
    * "Add a per-user cost card too"
    * "Change the period to 30 days"
    * "Change the pie chart to a bar chart"
  </Step>

  <Step title="Review AI results">
    The AI generates SQL and auto-places panels. Positions are auto-adjusted to avoid overlap.
  </Step>

  <Step title="Iterate">
    Continue panel edits/deletes/relayouts via additional conversation. Conversation history is saved on the dashboard.
  </Step>
</Steps>

**Example — Changing an Existing Chart Type**

Specify the panel to change, and the same data is instantly redrawn as a different chart. For example, entering:

> `Change the Revenue by City bar chart to a pie chart`

<Columns cols={2}>
  <Frame caption="Before — bar chart">
    <img src="https://mintcdn.com/cloocus/iRgCRr3H3czOaMhv/images/monitoring/dashboard-ai-before.png?fit=max&auto=format&n=iRgCRr3H3czOaMhv&q=85&s=9722a0fc6b407ced524e44312aa8a075" alt="Revenue by City bar chart (before)" width="403" height="316" data-path="images/monitoring/dashboard-ai-before.png" />
  </Frame>

  <Frame caption="After — pie chart">
    <img src="https://mintcdn.com/cloocus/iRgCRr3H3czOaMhv/images/monitoring/dashboard-ai-after.png?fit=max&auto=format&n=iRgCRr3H3czOaMhv&q=85&s=6764fc6fb5850618958a24134f4817ce" alt="Revenue by City pie chart (after)" width="528" height="414" data-path="images/monitoring/dashboard-ai-after.png" />
  </Frame>
</Columns>

<Tip>
  The AI sometimes presents button-form choices. Click for quick responses.
</Tip>

### One-shot Generation

Starting fresh with an empty dashboard, describe the dashboard's **purpose** to the AI to generate a suitable panel set at once.

* DB connection is auto-tested first, generating only when valid.

***

## Filtering

The dashboard top has **period filter** and **custom filters**.

<AccordionGroup>
  <Accordion title="Period Filter (TimeRangePicker)" icon="calendar">
    | Preset                  | Description                      |
    | ----------------------- | -------------------------------- |
    | Today / Yesterday       | Today / Yesterday                |
    | This Week / Last Week   | This week / Last week            |
    | This Month / Last Month | This month / Last month          |
    | 7d / 30d                | Last 7 / 30 days                 |
    | All                     | Entire period                    |
    | Custom                  | Specify start/end dates directly |

    Default is **Yesterday**. Changing the period auto-re-executes SQL on all panels with `period filter` enabled.
  </Accordion>

  <Accordion title="Custom Filters (FilterBar)" icon="filter">
    In edit mode, use the **Add Filter** button to add filters that apply to the entire dashboard.

    | Filter Type    | Description                      |
    | -------------- | -------------------------------- |
    | **Text**       | Free text input (e.g., username) |
    | **Date Range** | Start \~ end date range          |
    | **Select**     | Selection options                |

    When adding a filter, specify the **display label** and **DB column name**. Active filters appear as blue badges at the top of each panel.
  </Accordion>
</AccordionGroup>

***

## Sharing

Share completed dashboards with team members.

<Steps>
  <Step title="Click the Share button">
    Click the **Share** button at the top of the dashboard to open the **Share Dashboard** window; the share URL is automatically copied to the clipboard.

    <Frame caption="Admin > Monitoring > Dashboard > Share — Share Dashboard window (share URL, visibility status)">
      <img src="https://mintcdn.com/cloocus/-11XFSTLwtgmJLzZ/images/monitoring/dashboard-share.png?fit=max&auto=format&n=-11XFSTLwtgmJLzZ&q=85&s=d29d838e32d79c5a437f1351398436c3" alt="Share Dashboard modal — share URL, visibility status, edit access and copy link" width="1360" height="992" data-path="images/monitoring/dashboard-share.png" />
    </Frame>

    Share URL format: `https://{domain}/dashboard/{share_id}`. Use **Delete share link** to revoke sharing at any time.
  </Step>

  <Step title="Edit access (access control)">
    Click **Edit access and copy link** to open the **Access Control** window. Specify the visibility scope and who can access.

    <Frame caption="Admin > Monitoring > Dashboard > Share > Edit access — Access Control window">
      <img src="https://mintcdn.com/cloocus/-11XFSTLwtgmJLzZ/images/monitoring/dashboard-share-access.png?fit=max&auto=format&n=-11XFSTLwtgmJLzZ&q=85&s=6989344e2d33a6ca915bc2903df9ca09" alt="Access Control modal — permission (public/private), groups, organizational units" width="1360" height="992" data-path="images/monitoring/dashboard-share-access.png" />
    </Frame>

    | Item                     | Description                                                                                   |
    | ------------------------ | --------------------------------------------------------------------------------------------- |
    | **Permission**           | Toggle between **Public** (all signed-in users) and **Private** (only users/groups you grant) |
    | **Groups**               | Grant **read** access to specified groups                                                     |
    | **Organizational units** | Grant **read** access to specified organizational units (OUs)                                 |

    When done, click **Edit access and copy link** to save the changes and copy the link again.
  </Step>
</Steps>

Shared dashboards operate as **view-only** — period filter and custom filters can query data, but panel edit/add/delete and AI Assistant are disabled.

<Warning>
  Sign-in is **required** to access share links. Non-signed-in users go to the sign-in page and auto-return to the dashboard.
</Warning>

***

## HTML Export

Export dashboards as **standalone HTML files**.

* Click the **Export** button at the top of the dashboard to execute SQL with the currently applied period and filter conditions, downloading the HTML file with the latest data.

**Exported file characteristics:**

| Item                  | Description                                              |
| --------------------- | -------------------------------------------------------- |
| **Format**            | Single HTML file (no external dependencies)              |
| **Chart interaction** | Hover, zoom, and other Plotly default features supported |
| **Theme**             | Light/dark mode auto-supported (follows system setting)  |
| **Layout**            | Same 12-column grid as the dashboard                     |
| **Responsive**        | Charts auto-adjust on window resize                      |

<Tip>
  Exported HTML files can be email-attached, uploaded to internal share drives, or integrated with scheduled tasks for **regular reports**. See [Schedules](/en/automation/schedules) for details.
</Tip>

***

## Security

| Item              | Policy                                                                                                   |
| ----------------- | -------------------------------------------------------------------------------------------------------- |
| **SQL execution** | Only `SELECT` queries allowed. INSERT/UPDATE/DELETE/DROP and other modification queries are blocked      |
| **Filter input**  | Special character escaping to prevent SQL Injection                                                      |
| **Share access**  | Verification based on access control (public/private permission + group/organizational-unit designation) |
| **DB connection** | Only read-only connections registered in DbSphere                                                        |

***

## Use Cases

<AccordionGroup>
  <Accordion title="Executive KPI Monitoring">
    1. AI auto-generation via "Make a key KPI dashboard for this month"
    2. Card panels show key values (total revenue, active user count, etc.)
    3. Line charts show daily trends
    4. Share as Public for team-wide access
  </Accordion>

  <Accordion title="Periodic Report Automation">
    1. Compose monthly report panels in the dashboard
    2. Integrate HTML export with scheduled tasks
    3. Auto-generate HTML reports and email every Monday morning
  </Accordion>

  <Accordion title="Model Usage Analysis">
    1. Generate charts via "Compare per-model token usage and cost"
    2. Grouped Bar for per-model · per-period comparison
    3. Analyze across last 7 days/30 days/all via period filter
  </Accordion>
</AccordionGroup>

***

## Related Pages

<Columns>
  <Card title="Database (DbSphere)" icon="database" href="/en/workspace/database">
    Configure databases that the Dashboard connects to
  </Card>

  <Card title="Schedules" icon="clock" href="/en/automation/schedules">
    Scheduler for automating dashboard exports
  </Card>

  <Card title="Usage" icon="chart-line" href="/en/monitoring/usage">
    Token usage and cost statistics dashboard
  </Card>
</Columns>