Report builder.
Build a dashboard on any record in minutes. Every chart reads the live model, and every number opens the records behind it.
Every board in the tenant. Start from a template, or from nothing.
Why it is different
Not a copy of your data. Your data.
Live
Charts read your data as it is.
Every chart reads the live record set in your Microsoft environment when you open it. Nothing is exported, nothing is stale.
Drill-through
Every number goes to its source.
Click a bar, a slice or a heatmap cell and the records behind it open, filtered to that point, ready to act on.
On the record
A board on a programme shows that programme.
Put a dashboard on any record and it scopes itself to that record. One filter bar runs across every tile.
Sharing
Share the dashboard, not the database.
Share with a person, or publish to an entity view. Your Microsoft roles decide who sees what, either way.
What is in the box
Simple to start. Enough for the register.
Bars, lines, donuts, tables, KPIs
Pick the chart that fits the question. Change it later without rebuilding.
Filters on any field
Filter and sort on the record's own fields. One filter bar runs across the board.
Start from a template
Open a template from the hub and change what you need, or start from scratch.
Duplicate any board
Copy somebody else's board and make it yours without touching theirs.
Export a widget
Take any single tile out as data, without exporting the register behind it.
Undo and redo
Build by trying things. Every change on the board steps back.
Frequently asked questions
From your own Dataverse environment, live. A dashboard reads the records as they are when you open it. Nothing is exported or copied.
Build your first dashboard.
Twenty minutes, your context, one board built live.