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

1. Click "Dashboards" in the navigation
2. The catalog displays on the left
3. Select an existing dashboard or create a new one

Create a dashboard

1. Click "+" in the catalog or "Create dashboard" in the header
2. Name the dashboard and choose a space (personal or organization)
3. 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.

Text widget

The text widget is a rich-text editor for everything that frames the data: dashboard titles, section headers, captions between widgets, and short explanations around the figures. Its toolbar covers inline formatting (bold, italic, strikethrough, underline, links), paragraph styles and headings, text alignment, and bullet or numbered lists.

Tables

A text widget can also hold a table, so you can lay out and compare tabular information directly in the dashboard instead of pulling in a separate view. Insert a table from the toolbar, then click any cell to open its menu:

• Add row above, Add row below, or Delete row
• Add column left, Add column right, or Delete column
• Header row to turn the first row into a styled header (toggle on or off)
• Merge cells to combine a selection into one cell, and Split cell to undo it
• Delete table to remove the whole table

Cell contents use the same rich-text formatting as the rest of the widget, so you can emphasize values, add links, or align text cell by cell.

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 an asset source is archived, its direct widget reports that the asset is deleted but keeps the reference. Restoring the asset makes the widget display it again.

Permanent deletion clears the direct asset reference. The widget then shows an empty state and invites you to choose another source or remove it. Views, charts, nested maps, and diagrams continue to reflect their own source data. Read Archive and restore assets for the effects on each visualization.

If another source item is deleted, its widget also shows an empty state and keeps the rest of the dashboard available.

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.