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You’ve connected data, chatted with it, and built a semantic layer. Now turn your most important questions into a dashboard your team can check anytime — no need to re-ask the agent.

What you’ll do

  1. Create individual views (charts and tables)
  2. Assemble them into a dashboard
  3. Share it with your team

Step 1: Create your first view

A view is a single visualization — a chart, table, or KPI card — that answers one specific question.
  1. Go to Views in the Wayak dashboard
  2. Click New view
  3. Choose what you want to visualize:
Pick a single metric (e.g. “Revenue this month”). Wayak displays it as a headline number with optional comparison to a previous period.
  1. Configure filters (e.g. “last 90 days”, “active customers only”)
  2. Name your view and click Save
Start with the questions your team asks most often. Each one becomes a view.

Step 2: Build the dashboard

Now combine your views into a single page.
  1. Go to Dashboards in the Wayak dashboard
  2. Click New dashboard
  3. Give it a name (e.g. “Sales Performance”, “Ops Overview”)
  4. Click Add view and select from your saved views
  5. Arrange the layout — drag views to reorder and resize them
A typical dashboard might include:
PositionViewType
Top rowRevenue this monthKPI card
Top rowNew customers this monthKPI card
Top rowActive usersKPI card
MiddleRevenue over time (12 months)Line chart
MiddleRevenue by regionBar chart
BottomTop 10 customers by spendTable
  1. Click Save when you’re happy with the layout

Step 3: Share it

  1. On your saved dashboard, click Share
  2. Choose who gets access:
    • Specific users — invite by email
    • Team — share with an entire team
    • Link — generate a shareable URL
  3. Recipients can view the dashboard with live data — it updates automatically as your data changes

What’s next

You now have a live dashboard built on real data and your semantic layer definitions. From here you can:
  • Add more views as new questions come up
  • Set up a playbook to deliver the dashboard by email or Slack on a schedule
  • Explore the concepts to understand the platform in depth

Views concept

Learn more about how views work under the hood.

Dashboards concept

Understand dashboard configuration and sharing options.