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Updated dashboards #449

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333 changes: 283 additions & 50 deletions docs/dashboards.md
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Expand Up @@ -5,9 +5,15 @@ description: Build custom dashboards in Plane to visualize project metrics.

# Dashboards <Badge type="info" text="Pro" />

Dashboards in Plane give you a bird's-eye view of your projects through customizable visualizations. They help you monitor progress, identify bottlenecks, and make data-driven decisions without diving into individual projects.
Dashboards are customizable data visualization spaces where you build charts, metrics, and tables from your work item data. Each dashboard is a canvas of **widgets** — individual visualizations you configure independently — arranged on a responsive grid.

<div style="position: relative; padding-bottom: calc(56.67989417989418% + 41px); height: 0; width: 100%">
![Dashboards](https://media.docs.plane.so/dashboards/dashboards.webp#hero)

Dashboards do not change any data. They are read-only lenses that aggregate issue data from one or more projects in your workspace and render it as charts or numbers. Every time you open a dashboard, Plane recomputes the data live from the current state of your work items.

Dashboards are workspace-scoped. They are not tied to a single project — each dashboard draws data from a set of projects you choose, which means one dashboard can show work across an entire organization.

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<iframe
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frameborder="0"
Expand All @@ -19,95 +25,265 @@ Dashboards in Plane give you a bird's-eye view of your projects through customiz
title="Set up your workspace"
></iframe>
</div>
-->

## Create Dashboard
## Widgets

![Create Dashboard](https://media.docs.plane.so/dashboards/create-new-dashboard.webp#hero)
A widget is a single chart or metric panel on a dashboard. You configure each widget
independently with its own chart type, data axes, grouping, and filters. Widgets sit on a
shared grid and can be resized and repositioned freely.

To create a new dashboard:
Every widget answers a question of the form: _"For these work items, grouped by X, what is the
count/metric of Y?"_

## Create a dashboard

![Create Dashboard](https://media.docs.plane.so/dashboards/create-new-dashboard.webp#hero)

1. Navigate to the **Dashboards** section in the left sidebar.
2. Click the **Add dashboard** button in the top-right corner.
3. Give your dashboard a descriptive name (e.g., `Project Analytics Dashboard` or `Workload by Team`)
4. Choose which projects to include in your dashboard.
5. Click **Create dashboard** to finish.
4. Under **Projects**, select one or more projects whose issues this dashboard should draw
data from. All widgets on this dashboard can only see issues from these projects.
5. Optionally set **filters** to restrict the base work item pool for all widgets.
6. Click **Create dashboard** to finish.

## Add Widgets
## Add widgets to a dashboard

Once you've created a dashboard, it's time to add widgets. Widgets are visualization components that display your project data in different formats.

![Add Widget](https://media.docs.plane.so/dashboards/add-widget.webp#hero)

To add a widget:
1. Open a dashboard.
2. Click **Add widget** in the toolbar.
3. In the widget type selector, choose a chart type and model.
4. The widget appears on the grid at the next available position.
5. The configuration sidebar opens automatically — configure the widget's axes, metrics,
and filters (see below).
6. Click **Save** or close the sidebar.

1. Click the **+ Add widget** button.
2. Choose a [widget type](/dashboards#widget-types).
3. Configure your widget with the specific data you want to display.
4. Name your widget to reflect what it shows.
5. Position it on your dashboard by dragging it
## Widget types and models

### Widget types
Each widget type supports one or more **models** — variations that change how the data series
is structured and displayed.

![Dashboards](https://media.docs.plane.so/dashboards/dashboards.webp#hero)
### Bar chart

A bar chart plots one value per group as a rectangular bar. Bars can run vertically
(categories on the x-axis) or horizontally (categories on the y-axis). It is the most
versatile chart type for comparing values across discrete categories — states, assignees,
priorities, labels, and so on.

**Basic**

One bar per group. You pick a single color for all bars. Best used when each group is a
distinct, non-overlapping category and you want a straightforward count or metric
comparison. Example: number of work items per assignee, or number of work items per priority.

**Stacked** <Badge type="tip" text="Business" />

Each bar is divided into colored sub-segments, one per sub-group value. The full bar height
represents the total for that group; the segments show how it breaks down. Best used when
you want to see both the total and the composition. Requires a group-by dimension in addition
to the x-axis property. Example: work items per assignee, broken down by priority within each
assignee bar.

**Grouped** <Badge type="tip" text="Business" />

Each group produces a cluster of side-by-side bars, one per sub-group value. Unlike stacked,
the bars are placed next to each other rather than on top. Best used when you need to compare
sub-group values against each other across groups, rather than showing a total. Requires a
group-by dimension. Example: issues per state, with separate bars per label shown side by
side.

### Line chart

A line chart connects data points with a line across a continuous or ordered dimension.
It is most useful when the x-axis is a date property (start date, due date, created at,
completed at) with a date grouping applied, making trends over time legible. It can also be
used with categorical dimensions when the ordering of categories matters.

**Basic**

A single line across all groups. You pick the line color, style (solid or dashed), whether
to show data point markers, and whether to smooth the curve. Best for tracking a single
metric over time. Example: number of work items completed per week over the last quarter.

**Multi-line** <Badge type="tip" text="Business" />

Multiple lines on the same chart, one per sub-group value. Each line has a distinct color
from the selected color scheme. Best for comparing trends across multiple dimensions
simultaneously. Requires a group-by dimension. Example: work items created per month, with
separate lines per project.

### Area chart

An area chart is a line chart with the space beneath the line filled in. The fill
communicates volume and cumulative weight more visually than a line alone. It is
well-suited to showing how a quantity accumulates or changes over time.

**Basic**

A single filled area. You can configure the fill color, border line color and style, opacity,
whether to show markers, and smoothing. Best for showing one metric over time with emphasis
on magnitude. Example: total open work items per month.

**Stacked** <Badge type="tip" text="Business" />

Multiple filled areas stacked on top of each other, so the total height of the chart at any
point represents the sum of all series. Each sub-group gets its own color. Best for showing
how multiple categories contribute to an overall total over time. Requires a group-by
dimension. Example: open work items over time, stacked by state group.

**Comparison** <Badge type="tip" text="Business" />

Two overlapping areas — one representing the primary metric and one a reference or comparison
value — displayed with distinct colors and line styles (typically one solid and one dashed).
Best for comparing actual versus expected, or current period versus prior period. Requires a
group-by dimension. The comparison baseline is rendered with a dashed border by default.

### Donut chart

A donut chart is a ring divided into segments proportional to each group's value. The
empty center distinguishes it from a pie chart and can optionally display a total count.
It is most readable when you have a small number of distinct groups (5–8 at most) with
meaningfully different proportions.

**Basic**

Segments sized by their proportion of the total. You choose a color scheme for the segments.
Optionally display the total count in the center of the ring. Best for showing distribution
across a small number of categories. Example: work item distribution by priority.

**Progress** <Badge type="tip" text="Business" />

#### Bar chart
A two-segment ring showing completed versus total. One segment represents completed issues,
the other represents remaining. You set the color for the completed segment; the remainder
is neutral. The x-axis property is fixed to **state groups** for this model — it always
measures completion by grouping issues into completed versus not-completed state groups.
Best for a simple at-a-glance progress indicator. Example: percentage of work items completed
in a given set of projects.

Perfect for comparing quantities across categories, like work items by priority or state. The bars make it easy to spot patterns and imbalances.
### Pie chart

#### Line chart
A pie chart is a circle divided into slices proportional to each group's value. It conveys
the same information as a donut chart but without the center space. It is best when you have
a small number of groups and care about the relative proportion more than the absolute count.

Ideal for tracking trends over time, such as completed work items per week. Use these to identify patterns and forecast future performance.
**Basic**

#### Area chart
Slices sized by proportion. You can display values on each slice as either a raw count or a
percentage of the total. A thin-slice grouping option combines all slices below a configurable
percentage threshold into a single "Other" segment, preventing many tiny slivers from making
the chart unreadable.

Similar to line charts but with the area below the line filled in, making it easier to visualize volume changes over time.
### Number

#### Donut chart
A number widget displays a single large metric value with no chart — just the computed
count or metric rendered as text. It is the fastest way to communicate one key figure and
works well as a dashboard header or summary widget alongside more detailed charts.

Great for showing proportions and percentages of a whole, like work item types or assignee workload distribution.
**Basic**

#### Pie chart
You configure the text alignment (left, center, or right) and text color. The widget
displays the y-axis metric for the full issue set matching the dashboard and widget filters.
There is no x-axis property or grouping for number widgets — they compute a single aggregate.

Another option for displaying proportional data when you need to see how different segments relate to the whole.
Note: the number widget supports all y-axis metrics except estimate points. If you need an
estimate point total as a single number, use a table chart instead.

#### Number
### Table chart

Simple counters that show important metrics like total work items, overdue tasks, or completed items. Use these for at-a-glance KPIs.
A table chart renders issues grouped by the x-axis property as rows, with a count column.
It presents the same data as a bar chart but in a structured grid format rather than a
visual chart. It is useful when the precise numbers matter more than the visual shape of
the distribution, or when you need to display many groups that would be hard to read as bars.

### Customize Widgets
**Basic**

One row per group, with a count column. The y-axis metric is fixed to **work item count**
and cannot be changed — table charts always show a raw count. The appearance settings
(column color, legend, tooltip) match the bar chart config options.

## Configure a widget

Open the configuration sidebar by clicking the widget or by clicking the pencil icon.

![Customize Widget](https://media.docs.plane.so/dashboards/customize-widget.webp#hero)

Each widget type comes with specific configuration options:
**Basic config**

- **Name** - the widget's title as displayed on the dashboard.

**X-axis property**
What to group work items by along the horizontal axis (or segments for pie/donut).

_Options:_

- State, State group
- Priority
- Assignees, Created by
- Labels
- Cycles, Modules
- Epics
- Work item types
- Projects
- Start date, Due date, Created date, Completed date

When a date property is selected for the x-axis, you also choose a **date grouping**: Day, Week, Month, or Year. Plane truncates dates to the chosen granularity and groups work items accordingly.

**Y-axis metric**
What value to compute per group.

#### Data selection
| Metric | What it counts |
| ---------------------- | ---------------------------------------------- |
| Work item count | Total issues in each group |
| Estimate points | Sum of story points in each group |
| Pending work items | Issues in backlog, unstarted, or started state |
| Completed work items | Issues in completed state |
| In-progress work items | Issues in unstarted or started state |
| Due today | Issues with a due date of today |
| Due this week | Issues with a due date in the current week |
| Blocked work items | Issues that have a blocked-by relationship |

- **Property**
Choose what data to group by (e.g., Work item Types, Priority, Assignee)
- **Metric**
Select what to measure (e.g., Work item count, Estimate points)
Estimate points require the project to have estimates configured in points mode. If a project does not have estimate points set up, that metric returns zero for work items in that project.

#### Appearance
**Group by**
Adds a second dimension by splitting each x-axis bar or line into sub-series. Available for Stacked, Grouped, Multi-line, and Comparison models. Uses the same options as the x-axis property.

- **Color scheme**
Choose from preset palettes like `Modern`, `Horizon`, or `Earthen`.
**Style config**
Appearance options vary by chart type

- **Center value**
Toggle whether to show the total count in the middle of donut/pie charts.
- Bar chart: color, orientation (vertical/horizontal), legends, tooltip, color scheme
- Line chart: line color, line type (solid/dashed), markers, smoothing, legends, tooltip, color scheme
- Area chart: fill color, line color, line type, opacity, border, markers, smoothing, legends, tooltip, color scheme
- Pie chart: group thin slices toggle, minimum threshold, value type (percentage or count), color scheme
- Donut chart: center value toggle, completed color, color scheme
- Number: text alignment (left/center/right), text color
- Table: same options as bar chart

- **Legends and Tooltips**
Enable or disable these to control how much detail appears
**Filters**
Widget-level filters narrow the issue data for this widget only, on top of any dashboard-level filters.

#### Style options
## Filter layering

- **Fill color and Opacity**
Customize the look of area charts
Dashboards have two levels of filters that apply to all widget data in a stacked order:

- **Borders and Smoothing**
Refine the appearance of your charts
**Dashboard-level filters** are set once on the dashboard and apply to every widget on it.
They restrict the base work item pool from which all widgets compute their data.

- **Markers**
Add data point indicators on line charts
**Widget-level filters** apply on top of the dashboard-level filters and further restrict data
for that individual widget only.

When a widget fetches data, Plane applies filters in this order:

1. Dashboard-level filters
2. Dashboard-level PQL filters
3. Widget-level filters

The result is always the intersection — widget-level filters can only narrow, never expand, the work item set defined by dashboard filters.

Triage states and archived and draft work items are always excluded from widget data regardless of filters.

## Interact with your dashboard

Expand All @@ -117,4 +293,61 @@ After setting up your widgets, use your dashboard for insights:

- Hover over chart elements to see detailed tooltips.
- Use the legends to identify specific categories.
- Click the **View** or **Edit** button at the top right corner to switch from edit to view mode.

## Export a dashboard

A dashboard can be exported to a PDF file. Each widget is rendered into its export block type:

- Chart widgets (bar, line, area, pie, donut) are captured as PNG images
- Table widgets are exported as structured tables
- Number widgets are exported with their value, text color, and alignment preserved

1. Open the dashboard.
2. Click the **Export** button in the toolbar or **...** menu → **Export**.
3. Choose orientation (portrait or landscape).
4. Click **Download**.

Plane renders each widget into the PDF. Chart widgets become images; table and number widgets
are rendered as structured content. The PDF renderer respects the desktop grid layout and places widgets in their configured
positions and sizes across pages.

## Resize a widget

1. Hover over the widget until the resize handle appears at the bottom-right corner.
2. Drag the handle to change the widget's size.
3. Release to save the new size. Layout is auto-saved.

## Reposition a widget

1. Click and hold the widget's header area.
2. Drag it to the new position on the grid.
3. Release to drop. Other widgets shift to fill the space. Layout is auto-saved.

## Delete a widget

1. Hover over the widget.
2. Click the **...** menu → **Delete**.
3. Confirm. The widget is permanently removed.

## Add a dashboard to favorites

1. In the dashboards list, hover over the dashboard.
2. Click the **star** icon.

Or from inside the dashboard:

- Click the **star** icon in the dashboard header.

## Delete a dashboard

1. Go to the dashboards list.
2. Click the **...** menu on the dashboard → **Delete**.
3. Confirm.

Only the dashboard owner can delete a dashboard.

---

You can build up to any number of dashboards per workspace. Each dashboard draws from one or more projects you choose and holds any number of widgets. There is no enforced limit on widgets per dashboard, though very large grids become difficult to navigate in practice.

You can visualize work across **7 chart types**, each with up to **6 chart models**, giving 42 chart type/model combinations. Each widget is independently configured with its own grouping dimension, metric, date grouping (where applicable), appearance settings, and filter expression.
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