Combine multiple charts, tables, and KPIs into a dashboard view. Dashboards update automatically when the underlying data changes.Documentation Index
Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Building a dashboard
With AI
Ask the AI to create a complete dashboard:- “Build a sales dashboard with revenue trend, top products, pipeline funnel, and regional breakdown”
- “Create an executive dashboard showing MRR, churn rate, CAC, and LTV with trend charts”
- “Make a marketing dashboard with campaign performance, conversion rates, and channel attribution”
Manually
- Create individual charts from your data
- Arrange them on a dedicated dashboard sheet
- Add KPI cells with summary formulas at the top
- Use conditional formatting to highlight targets and thresholds
Live dashboards
When your charts reference connected data sources (databases, APIs, SaaS integrations), your dashboard updates automatically as the source data changes. This means:- Sales dashboards reflect the latest CRM data
- Marketing dashboards show real-time campaign metrics
- Financial dashboards pull current accounting data
Publishing
Publish individual charts to create shareable links. Published charts display the latest data, so recipients always see current information without needing a Sourcetable account.Dashboard examples
| Use case | Key metrics | Data sources |
|---|---|---|
| Sales | Revenue, pipeline value, win rate, avg deal size | Salesforce, HubSpot, Stripe |
| Marketing | CAC, conversion rate, campaign ROI, channel mix | Google Ads, Facebook Ads, GA4 |
| Finance | Revenue, expenses, margin, cash flow, budget variance | QuickBooks, Xero, Stripe |
| Operations | SLA compliance, throughput, capacity, backlog | Jira, Zendesk, custom databases |
| Product | DAU, retention, feature adoption, NPS | Amplitude, FullStory, Segment |
| E-commerce | Orders, AOV, cart abandonment, inventory | Shopify, WooCommerce, Stripe |