Dashboards

Create and manage dashboards in Basedash

Basedash dashboards help you organize and share your data visualizations in one place. Create interactive dashboards that update in real-time and share them with your team.

Creating a new dashboard

1. Click ”+ Dashboard” from your Basedash workspace
2. Give your dashboard a name
3. Start creating charts using AI

Managing your dashboard

Layout and organization

• Resize and arrange charts by dragging
• Group related metrics together
• Add markdown text blocks for context
• Create sections with headers

Filters

• Add dashboard-wide filters
• Create date range selectors
• Filter by specific dimensions
• Apply filters to multiple charts

Auto-refresh

By default, dashboards refresh every 5 minutes to keep your data up-to-date. You can change the refresh interval to fit your needs.

Sharing and collaboration

You can share the dashboards you create with your team members in Basedash, or with the public. You have full control over who can view and edit the dashboard.

Permission levels

Here are the different access levels you can assign on a dashboard:

• Full access: Ability to do anything on a dashboard, including changing access levels.
• Edit access: Ability to edit dashboard properties or charts on a dashboard. You cannot change access levels.
• View access: You can only view charts on a dashboard.
• No access: Cannot view a dashboard.

The dashboard creator always has full access. By default, everyone in your organization has full access to new dashboards, but admins can change this behavior — see default dashboard access below.

Access model

Sharing can be configured in the share menu. You can control access for everyone in the organization, or for specific groups or members. When a user matches multiple grants, Basedash applies the most specific grant first.

Admins can create groups and manage group members from the command menu.

Default dashboard access

Admins can configure the default permissions that are automatically applied when any member creates a new dashboard. This is found in the command menu (Cmd+K / Ctrl+K) under Organization Settings → Default dashboard access.

There are two settings:

Default audience — who gets access to new dashboards:

• Everyone — all organization members get access at the chosen permission level. This is the default, and matches the legacy behavior.
• Creator only — only the dashboard creator has access. All other members are denied by default and must be granted access explicitly. Permission level is always Manage.
• Creator’s groups — members of the creator’s groups get access at the chosen permission level. All other members are denied by default.

Default permission level — the level of access granted to the audience above:

• Manage — full access including changing permissions
• Edit — can edit dashboard properties and charts, but cannot change permissions
• View — can only view the dashboard

The dashboard creator always retains full Manage access, regardless of these settings.

Existing organizations default to Everyone + Manage, which is identical to the previous behavior. No existing dashboards are affected — these settings only apply to newly created dashboards.

Public dashboards

You can share dashboards outside of Basedash by enabling embedding in the dashboard share menu. This creates a public link at /shared/{id} that you can share with anyone to view the dashboard. The public link does not require a Basedash account to view and only allows viewing, not editing.

You can control the color theme of the public dashboard, and enterprise users can optionally hide Basedash branding.

Embedding dashboards

You can embed dashboards in your own website or app by using the public URL. This will allow you to share the dashboard with your audience, wherever they are.

You can enable embedding in the dashboard share menu. This will create a public link that you can share with anyone to view the dashboard. The public link does not require a Basedash account to view and only allows viewing, not editing.

We also support controlling filter values when embedding dashboards. This allows you to share a dashboard with your audience, and control the data that is shown for each user. Contact us for more information on how to set this up.

Best practices

We have a full guide on tracking startup metrics.

1. Dashboard organization

   • Start with high-level metrics
   • Group related charts together
   • Use clear section headers
   • Add context with text blocks

2. Performance

   • Limit charts per dashboard
   • Use appropriate refresh rates
   • Consider query complexity

3. Collaboration

   • Add dashboard descriptions
   • Document data sources
   • Share access appropriately
   • Keep stakeholders updated