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Dashboards organize the information your team reviews most often. You can use them on deal, pipeline, company, personal, and shared dashboard surfaces. Admins can manage dashboard templates from Settings → Dashboards. Access depends on your role and your organization’s configuration.

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Edit a dashboard

Dashboard editing has two separate controls:
  • Add widget opens the widget gallery. Compose a new Data or Research widget, or choose a ready-made widget from the context-specific library.
  • Edit layout changes how widgets appear. Use it to move, resize, or remove widgets.
On an empty dashboard, the widget gallery opens automatically. When you compose a widget, Metal opens the docked chat so you can refine it while Metal builds it.

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Add a widget

  1. Open the dashboard you want to change.
  2. Click Add widget. The gallery opens automatically if the dashboard is empty.
  3. Choose a ready-made widget under Examples, or compose a new widget.
  4. To compose a widget, choose Data or Research, describe what you want to see, and click Create widget.
  5. Use the docked chat to answer clarifying questions or refine the widget after it appears.
Available library widgets depend on the dashboard context. Custom widgets can also depend on your organization’s rollout and permissions. If you cannot add a widget or do not see the dashboard editing surface, contact your Metal team.

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Update existing widgets

When you open Edit layout, you can rearrange supported dashboards and remove widgets that are not protected defaults. Some default widgets are managed by Metal and cannot be edited directly. Read-only widgets show an eye icon in their header instead of a pencil icon. You can inspect their source, but you cannot edit it. If a default widget has an update available, use Update default widgets. On a top-level dashboard you can edit, Version history in the header lists earlier revisions. Restoring one creates a new revision from that snapshot and keeps the current layout in history. Anyone who can open the dashboard can also Duplicate it from the gallery card menu or the dashboard header. See Building org-wide dashboards.

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Sharing and visibility

The dashboard Share dialog controls who can see a dashboard:
  • Shared with adds individual users or whole teams. Anyone with edit access to the dashboard can add or remove people here.
  • Visibility switches between Restricted (only the creator and users or teams under Shared with) and Org-wide (visible to everyone in the organization; the dashboard shows an Org-wide badge in the gallery).
Publishing a dashboard org-wide is reserved for Admin and Power org roles. Members don’t see the Org-wide option in the share dialog, and the API returns 403 Forbidden if a non-privileged caller sends isPublic: true to PUT /dashboards/:id. Members retain the rest of the sharing controls on dashboards they own or can edit:
  • Switch Visibility back to Restricted to un-publish an org-wide dashboard.
  • Add or remove specific users and teams under Shared with.
To publish a Member-owned dashboard org-wide, the Member adds an Admin or Power user under Shared with, and that privileged user changes the visibility.

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Automatic refresh

A dashboard can be set to reload its data on a schedule so users always see current numbers. Ask the assistant on the dashboard to enable it and give an interval, for example “Refresh this dashboard every 5 minutes,” or ask it to turn refresh off. The setting is stored on the dashboard, applies wherever the dashboard renders (entity pages, home, pipeline, IR pipeline, and the settings preview), and is copied when the dashboard is cloned.
  • The minimum interval is 180 seconds (3 minutes).
  • Only script-backed widgets and carousel panels re-run on the schedule. Agent-authored and narrative widgets are left alone.
  • Cached widget values stay on screen during a refresh so the dashboard doesn’t blank out.
  • If a refresh fails, users see a banner above the grid with a Retry action. Refresh also pauses while the browser tab is hidden or offline.