Dashboards

30 May 2025
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Dashboards

Updated 30 May 2025
3 minute read

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Dashboards are custom data summaries that you can add to many Slate tools.

Example Dashboard - Prospects, Inquiries, Applicants.png

Intended to highlight frequently-needed data, dashboards can consolidate multiple custom tabs and alleviate repetitive queries.

Dashboards can be customized with HTML, CSS, and advanced Liquid markup.

Dashboard locations

You can add dashboards:

On the Dashboard tab of a person or dataset record
In the Reader
In an Inbox message
When comparing two records with Consolidate Records
In Batch Acquire

Creating a dashboard

To create or edit a dashboard, go to Database → Records and Datasets → Dashboards. Select one of the location filters on the right to narrow the list.

To create a new dashboard:

Click Database on the Slate navigation bar. The Database page appears.
In the Records and Datasets area, select Dashboards. The Dashboards summary page appears.
Click New Dashboard. An Edit Dashboard popup appears.
Configure the following settings:
- Name: Enter a short, descriptive name, such as "Prospect Snapshot."
- Type: Select a location in which the dashboard should appear. Options include:
  - Batch Acquire
  - Consolidate Records
  - First Draft
  - Inbox
  - Record (used in this example)
  - Research
  - Slate Voice
  - User
- Base: Select the base the dashboard query will use. Available bases depend on the Type selected.
- AI Dashboard: Select to create an AI Dashboard.
Click Save. The dashboard’s summary page appears.

Editing a dashboard

Two tabs are available on the dashboard’s summary page: Edit Dashboard and Edit Query.

Edit query tab

Use the Edit Query tab to craft a query to pull and dynamically display any data point on the dashboard.

Select the Edit Query tab within the dashboard’s summary page.
Configure the Exports area to select the data points to display.
If desired, configure the Filters area to limit the displayed records.
Double-click each export and give it a computer-friendly name (lower case, with no spaces or special characters other than underscores or hyphens). Alternately, you can hover over the export name and click the pencil icon to edit the export.

✨ Tip: Keep it Simple
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.

Edit dashboard tab

Use the Edit Dashboard to craft the dashboard’s appearance. The dashboard editor uses the same what-you-see-is-what-you-get (WYSIWYG) editor used in other areas of Slate.

Select the Edit Dashboard tab to change how the dashboard appears.
The selected query exports appear on the right side of the page. Drag them onto the editor and add styling.

Click the Source icon on the WYSIWYG editor’s tool bar to add and apply CSS styling.

<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<style type="text/css">.dash_table {display: flex; flex-flow: row wrap; justify-content: flex-start; align-content: flex-start; }
</style>
<style type="text/css">.dash_table > div { margin: 8px; padding: 15px; box-sizing: border-box; width: 175px; }
</style>
</head>
<body>
 <div class="dash_table">
<div style="border:1px solid #ccc;padding:10px;border-radius:5px;">
<b>Merge Field Label</b>
<div style="font-size:1.25em;margin:5px 0;">
{{merge-field}}
</div>
</div>

Preview record dashboard

Click Preview Dashboard. A Preview Dashboard popup appears. Enter a name in the Record field. The dashboard appears as it would on that person's record.

✨ Tip
Person record dashboards can also include iframe elements. Any embedded portal from an external system can appear dynamically on the record. This includes other dashboards, videos, data tables, and more.
Sample dashboard element provided in this example

Example: Display Staff Assigned on Dashboard

To make an export for staff assigned name:

On the dashboard summary page, select the Edit Query tab.
Add an export for Staff Assigned name.
Rename the export from “Person Staff Assigned” to a computer friendly name, such as “staff_assigned.”
Click the Edit Dashboard tab on the dashboard’s summary page.
Click the Source icon on the WYSIWYG editor’s tool bar. The Source popup appears.
Replace the code in the source editor with the following code (this example uses the “staff_assigned” export), which renders as a block displaying the person’s assigned staff member.

<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<title></title>
<style type="text/css">.dash_table {
display: flex;
flex-flow: row wrap;
justify-content: flex-start;
align-content: flex-start;
}
</style>
<style type="text/css">.dash_table > div {
 margin: 8px; 
padding: 15px; 
box-sizing: 
border-box;
width: 175px;
}
</style>
</head>
<body>
<div class="dash_table">
<div>
<b>Staff Assigned</b>
<div style="font-size:1.25em;margin:5px 0;">
{{staff_assigned}}
</div>
</div>
</div>
</div>
</body>
</html>

Additional examples

For additional examples and instructions on creating dashboards, refer to the following articles:

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What's Next

Dashboards for Student Success

Table of contents

Dashboard locations
Creating a dashboard
Editing a dashboard
Additional examples