Creating Your First Dashboard in Zenith Analytics

Before You Begin

Ensure you have successfully connected at least one data source (such as Zenith Core or a CSV upload) via the Data Sources tab.

Steps to Build a Dashboard

1. Select a Template: Open the Analytics module and click "New Dashboard." Choose from a pre-built template or start with a "Blank Canvas."

2. Add Widgets: Click the (+) Add Widget button. Select a visualization style (e.g., Bar Chart, Heatmap, or KPI Card).

3. Define the Metric: In the widget editor, select the "Data Source" and the specific "Metric" (e.g., Monthly Recurring Revenue).

4. Apply Filters: Use the sidebar to filter data by date range, region, or product type.

5. Publish: Click Save & Publish to share the dashboard with your team.

Common Questions

• How often does data refresh? Professional plans refresh every 60 minutes; Infinite plans refresh in real-time.

• Can I export my data? Yes, use the "Export" button in the top right to download reports as a PDF or XLSX file.

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Why these articles work for your AI Agent:

• Clear Headings: The AI can quickly identify which section contains the answer.

• Step-by-Step Lists: Agents find it easier to relay instructions when they are numbered.

• Explicit Prerequisites: Stating "Before You Begin" prevents the AI from giving advice to a user who isn't set up yet.