Build dashboards from plain language descriptions of the metrics you need
How the Dashboard Configurator works
Describe the dashboard you need in plain language: which metrics, what time range, how they should be grouped, and which filters should be available. The agent identifies the correct data sources in your warehouse, constructs the necessary queries, selects chart types that match the data structure (time series for trends, bar charts for comparisons, tables for detailed breakdowns), and configures the dashboard layout. The output publishes as a ClickUp dashboard or exports to your BI tool. You review, adjust any visual preferences, and share.
Why you need the Dashboard Configurator
Dashboard Configurator vs. Report Automation
The Dashboard Configurator handles visualization and metric presentation. For ensuring the underlying data powering those dashboards is accurate, the Data Quality Checker validates at the data layer. For understanding which columns and tables to reference when requesting new dashboards, the Data Dictionary Builder provides that catalog. For automating the delivery of dashboard insights to stakeholders on a schedule, the Report Automation Agent handles distribution.
