Dashboards
A dashboard is a composite page that gathers several visualizations on a single grid. Each visualization lives in a resizable widget, and a dashboard can mix charts, views, diagrams, nested maps, single assets, and rich-text blocks.
Use a dashboard when no single visualization tells the whole story, for example when the reader needs an indicator, a filtered list, a map, and a short explanation side by side.
If you only need one perspective, open the underlying chart, view, diagram, or nested map directly instead.
Access
- Click "Dashboards" in the navigation
- The catalog displays on the left
- Select an existing dashboard or create a new one
Create a dashboard
- Click "+" in the catalog or "Create dashboard" in the header
- Name the dashboard and choose a space (personal or organization)
- Add widgets to the empty grid
Mark any dashboard as a favorite with the star in its header to surface it at the top of the catalog.
Widget types
Six widget types are available.
| Widget | What it shows |
|---|---|
| Chart | A saved chart from the catalog |
| View | A saved view rendered as a paginated table (default 10 rows, configurable per widget) |
| Diagram | A saved diagram, read-only |
| Nested map | A saved nested map |
| Asset | A single asset, shown as properties, relations, flow, or related diagram |
| Text | A rich-text block for titles, captions, or commentary |
Chart, view, diagram, and nested map widgets reference items that already exist in the catalog. Editing the source updates every dashboard that embeds it.
The asset widget is the only one that can be edited from the dashboard itself: an Edit source action opens the asset edit dialog without leaving the page. It offers four readings (properties, relations, flow, or related diagram) switchable from the widget toolbar.
The text widget is a rich-text editor meant for dashboard titles, section headers, captions between widgets, and short explanations around the data.
Edit a dashboard
A dashboard has two modes. Read mode is the default; edit mode unlocks the grid so you can add, move, resize, replace, and rename widgets. Toggle modes with the lock button in the toolbar, visible only if you have editor rights.
In edit mode you can:
- add a widget (up to 20 per dashboard) and pick its source from the catalog or create one inline
- drag a widget to move it, drag an edge to resize it
- replace a widget's type or source, or rename it independently of its source (use Reset to source name to revert)
- delete a widget
Each widget also has its own Refresh, Open, and Fullscreen actions, available on hover. Use Refresh all to reload every widget at once, Save to persist your changes, or Save as to fork the current state into a new dashboard.
Sync with source items
Widgets are references, not copies. When the underlying chart, view, diagram, nested map, or asset is modified anywhere in Boldo, every dashboard that embeds it picks up the change on the next refresh. Renaming a source also updates the widget title unless you set an override.
If a source is deleted, the widget shows an empty state and invites you to choose another source or remove the widget.
Access and space
Dashboards live in the personal space or the organization space of the catalog, and organization dashboards can be restricted by access domains. When restricted, a domain shield in the header shows which domains the dashboard is limited to. Rename, duplicate, move, copy, and delete actions follow the same item rights as charts, views, diagrams, and nested maps.
Moving a dashboard to the organization space does not move the items used by its widgets. Sources stay where they were, and each reader resolves the widget against their own rights. A colleague who can open the dashboard but not a widget's source sees "You don't have access to this item" in that widget; the rest of the dashboard continues to work.
To publish a dashboard in full, move its source items to the organization space as well, and align their access domains with the dashboard's.
Use cases
| Need | Suggested widgets |
|---|---|
| Executive overview | Metric chart + bar chart + view |
| Domain monitoring | Nested map + filtered view + KPI charts |
| Asset 360° | Asset widget (properties, relations, flow) + related diagram |
| Workshop briefing | Text widget + diagram + supporting view |
Limits
- Up to 20 widgets per dashboard. Past that, Add widget is disabled and tells you the limit has been reached.