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Dashboard
Report Dashboard Builder
Turn spreadsheets into living dashboards with drilldowns, annotations, and scheduled exports—minus the BI backlog.
Try this prompt
Create an operations dashboard tracking fulfillment time, backlog, and SLA breaches with drilldowns by warehouse.Catalyst Canvas
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Key capabilities
Natural language queries
Ask “show churn by segment this quarter” and the builder assembles the chart with filters ready.Reusable layouts
Clone best-performing dashboards for new teams while keeping brand colors and typography consistent.Alerting + annotations
Flag unusual spikes, leave context for future viewers, and notify Slack when metrics cross thresholds.One-click sharing
Publish to a secure link, embed in Notion, or export a PDF packet for exec meetings.Dashboard hygiene
1. Lead with a headline
Add a short sentence over each chart explaining what to notice so viewers don’t guess.
2. Limit color palette
Reserve accent colors for KPIs that need attention; everything else can stay muted.
3. Document data freshness
Note when each widget updates (hourly, daily) to avoid debates about stale numbers.
4. Prototype with stakeholders
Share a draft early, gather feedback, then lock layout so changes don’t pile up at the end.
Great for
Ops leaders
Monitor KPIs daily without waiting on IT.
Marketing analysts
Ship campaign readouts for stakeholders, complete with commentary.
Customer success
Track health scores, renewals, and escalations on a single screen.