The term dashboard is used widely throughout Slate to describe a customized display of at-a-glance, read-only data. Using some advanced liquid markup, dashboards can be customized.

Dashboards can be created to appear:

• On the Dashboard tab of a person or dataset record

• Within an Inbox message

• While comparing two records within Consolidate Records

• In Batch Acquire

You can create dashboards in many Slate locations. For example, we’ve created an Advisor Snapshot dashboard to replace the person record’s Dashboard tab.

Try a Slate example 💼

Copy this  Suitcase ID and paste it in Database → Suitcase Import to import our pre-made advisor snapshot dashboard:

0dc5cc82-1468-42ea-a7f7-20bd531e066a:slate-success-showcase

Or, to create this dashboard yourself:

1. Go to Database → Dashboards.

2. Select New Dashboard.

3. Configure the following settings:

   • Name: Enter a short, descriptive name, like Prospect Snapshot

   • Type: Select the location where the dashboard should appear. Options include:

     • Batch Acquire

     • Consolidate Records

     • First Draft

     • Inbox

     • Reader

     • Record (used in this example)

     • Research

     • Slate Voice

     • User

   • Base: Select the base on which the dashboard query should run. Available bases depend on the selected type. In this example, we've selected Person.

4. Click Save.

💡 Tip

While dashboards can display any data point, be careful not to fill them with so much information that it detracts from quick digestion of high-level details. A simple test is to ask the question, “If the student walks into the office, what information would I need to know immediately?” Often, it’s only a handful of critical data points.

Creating the query

Now that we’ve created the dashboard object, we can populate it with data.

1. Select the Edit Query tab.

2. Select exports for the data to be displayed.

3. Double-click each export and give it a computer-friendly name (no spaces, lower case).

Editing the dashboard

With data to work with, we can style the dashboard.

1. Select the Edit Dashboard tab. The exports from your query appear at right.

   

2. Drag-and-drop exports into your dashboard as merge fields.

3. Add styling, including CSS to the source code.

   

💡 Ask Slate AI to design your dashboard.

Previewing the dashboard

Preview the dashboard in order to see how it will display on a given record.

💡 Tip

Person record dashboards can also include iframes. Any embedded portal from an external system can appear dynamically on the record, like other dashboards, videos, tables, and more.