Dashboards

Build custom analytics views to monitor your automations, visualize data, and track KPIs.


What Are Dashboards?

Dashboards are customizable views that display:

  • Automation metrics (runs, success rates, errors)
  • Business data from your workflows
  • Custom charts and visualizations
  • Real-time status indicators

Creating a Dashboard

Step 1: Start a New Dashboard

  1. Navigate to Distribute → Dashboards
  2. Click + New Dashboard
  3. Enter dashboard details:
    • Name: Dashboard title
    • Description: What it shows

Step 2: Add Widgets

Click + Add Widget to choose from:

Widget Purpose
Number Single metric (e.g., "150 orders")
Line Chart Trends over time
Bar Chart Compare categories
Pie Chart Distribution/composition
Table Detailed records
Status Health indicator

Step 3: Configure Data Source

Connect each widget to data:

Widget: Daily Orders
Type: Line Chart
Source: Automation - "Process Order"
Metric: Run count
Group By: Day
Filter: Last 30 days

Step 4: Arrange Layout

  • Drag widgets to position them
  • Resize by dragging corners
  • Create sections with headings

Widget Types

Number Widget

Display a single value prominently:

Title: Total Revenue
Value: {{sum(orders.amount)}}
Format: Currency
Comparison: vs. last month (+12%)
Goal: $100,000

Line Chart

Show trends over time:

Title: Automation Runs
X-Axis: Date (daily)
Y-Axis: Run count
Series:
  - Success (green)
  - Failed (red)
Range: Last 30 days

Bar Chart

Compare categories:

Title: Orders by Region
X-Axis: Region name
Y-Axis: Order count
Sort: Descending

Pie Chart

Show distribution:

Title: Lead Sources
Slices:
  - Website: 45%
  - Referral: 30%
  - Social: 15%
  - Other: 10%

Table Widget

Display detailed records:

Title: Recent Orders
Columns:
  - Order ID
  - Customer
  - Amount
  - Status
Source: Data Explorer query
Limit: 10 rows

Status Widget

Health indicators:

Title: System Status
Indicators:
  - API: {{api_health}} (green/yellow/red)
  - Database: {{db_health}}
  - Queue: {{queue_length < 100 ? 'green' : 'red'}}

Data Sources

Automation Metrics

Built-in metrics from your workflows:

Metric Description
runs.total Total run count
runs.success Successful runs
runs.failed Failed runs
runs.duration Average duration
runs.errors Error count

Data Explorer

Query your workflow data:

SELECT 
  date_trunc('day', created_at) as day,
  count(*) as orders,
  sum(amount) as revenue
FROM orders
WHERE created_at > now() - interval '30 days'
GROUP BY day
ORDER BY day

External APIs

Pull data from external sources:

Source: HTTP Request
URL: https://api.example.com/metrics
Headers: 
  Authorization: Bearer {{secrets.api_key}}
Refresh: Every 5 minutes

Filters and Controls

Date Range Filter

Add a date picker to filter all widgets:

Filter: Date Range
Default: Last 7 days
Options:
  - Today
  - Last 7 days
  - Last 30 days
  - This month
  - Custom range

Filter by category:

Refresh Rate

Auto-update dashboard data:

Rate Use Case
Real-time Live monitoring
Every minute Operational dashboards
Every 5 minutes Standard reporting
On refresh Historical analysis

Sharing Dashboards

Share with Team

  1. Click Share button
  2. Select team members
  3. Choose permission level:
    • View — Can see dashboard
    • Edit — Can modify dashboard
    • Admin — Can share with others

Public Dashboard

Create a view-only public link:

  1. Click Share → Public Link
  2. Copy the URL
  3. Anyone with the link can view

Embed Dashboard

Embed in your own application:

<iframe 
  src="flow.work.studio/dashboard/DASHBOARD_ID/embed"
  width="100%"
  height="800"
></iframe>

Dashboard Templates

Start quickly with pre-built templates:

Template Shows
Operations Run success rate, errors, queue depth
Revenue Sales, orders, growth
Support Tickets, response time, satisfaction
Marketing Leads, conversions, campaigns

Best Practices