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
Select a Template: Open the Analytics module and click "New Dashboard." Choose from a pre-built template or start with a "Blank Canvas."
Add Widgets: Click the (+) Add Widget button. Select a visualization style (e.g., Bar Chart, Heatmap, or KPI Card).
Define the Metric: In the widget editor, select the "Data Source" and the specific "Metric" (e.g., Monthly Recurring Revenue).
Apply Filters: Use the sidebar to filter data by date range, region, or product type.
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.
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.
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