How is a Dashboard different from a Live View?

Live Views are AI-generated HTML mini-apps created from Operations (/view or plain language). Dashboards are editable grid layouts you build yourself under Views → Dashboards — tabs, widgets, and chart settings you configure and save.

Where do I create a dashboard?

Open Views → Dashboards. Create a dashboard record, then use Edit to open the builder, add widgets, and save the page layout.

What can I put on a dashboard?

Chart widgets (bar, line, gauge, and related aggregates), embedded Standard views, iframes for external URLs, and rich text blocks. Charts pull from CRM objects in your workspace schema.

Do dashboard charts update automatically?

Yes. When you open a dashboard, chart widgets query current workspace records for the configured source object and filters — they are not static exports.

Build dashboards on your CRM objects

Build tabbed dashboards under Views with a visual builder — charts, embedded list views, iframes, and rich text on a 12-column grid. Live Views stay AI-generated mini-apps; Dashboards are layouts you design and share from the Dashboards object.

Column grid

Place and resize widgets freely

Widget types

Chart, view, iframe, rich text

Surfaces

Dashboards builder vs Live Views

Build the board once, reuse weekly

Grid layouts under Views → Dashboards — not AI HTML mini-apps.

Teams need recurring reporting surfaces that stay aligned with schema without regenerating HTML every week. Dashboards give you a grid builder over Companies, Deals, and any custom object — open Views → Dashboards, create a record, and edit the layout.

Live Views are still the right path when you want Pilot to invent a one-off table, kanban, or chart from Operations chat. Dashboards are the right path when you want persistent tabs, widget placement, and chart settings you control yourself.

Visual grid builder
Tabs, a 12-column layout, and drag-friendly widgets. Save once; teammates open the same dashboard from Views → Dashboards.
Charts on live CRM data
Bar, line, and gauge charts read current workspace records from a chosen source object — with filters and date granularity.
Distinct from Live Views
Live Views are AI HTML mini-apps from /view. Dashboards are editable page layouts — complementary, not a replacement.

Create

From Views to a shared layout

Dashboards live under Views → Dashboards. Create a record, open Edit, and arrange tabs and widgets on a 12-column grid the team can reopen anytime.

Open Views → Dashboards
Add tabs for Pipeline, Activity, or any reporting slice
Up to 20 tabs and 50 widgets per tab

Dashboard builder in edit mode with a line chart, embedded contacts view, and iframe widget on a 12-column grid

Widgets

Widget types that match the job

Mix charts with embedded Standard views, external pages, and notes on one canvas. Chart settings let you pick the source object, axes, sort, and hide empty buckets.

Chart widgets with source object, axes, aggregates, and style
View widgets embed an existing Standard view by ID
iFrame and rich text for context beside the numbers

Chart settings sidebar for a bar chart over Contacts creation date, with source, filter, and X-axis controls

Filters

Filters that keep metrics honest

Each chart can scope records with AND/OR rules, comparisons, and relative dates from the chart settings panel.

Edit filter from chart settings without leaving the builder
Relative windows like past 7 days or this quarter
Save so shared dashboards show the same scoped series

Vs Live Views

When to use Dashboards vs Live Views

Choose the surface that matches how the layout should be authored.

Dashboards — visual builder, persistent grids, recurring leadership reviews
Live Views — generate from Operations with /view or natural language
Both respect workspace schema and permission profiles

Schema

Anchored to your schema

Chart sources are workspace objects and fields — custom types included.

Pick any readable object as a chart source
Aggregates: count, sum, avg, min, max, and more
Layouts refresh from current records when opened

Questions

Short answers before you request access.

How is a Dashboard different from a Live View?: Live Views are AI-generated HTML mini-apps created from Operations (/view or plain language). Dashboards are editable grid layouts you build yourself under Views → Dashboards — tabs, widgets, and chart settings you configure and save.
Where do I create a dashboard?: Open Views → Dashboards. Create a dashboard record, then use Edit to open the builder, add widgets, and save the page layout.
What can I put on a dashboard?: Chart widgets (bar, line, gauge, and related aggregates), embedded Standard views, iframes for external URLs, and rich text blocks. Charts pull from CRM objects in your workspace schema.
Do dashboard charts update automatically?: Yes. When you open a dashboard, chart widgets query current workspace records for the configured source object and filters — they are not static exports.