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The Dashboard Template creates visual command centers that aggregate data from multiple sources into at-a-glance displays. Unlike data-entry templates, dashboards focus on visualization and monitoring rather than capturing new entries.

Perfect For

  • Business KPI monitoring
  • Health metric overviews
  • Project status boards
  • Financial summaries
  • Goal tracking displays
  • Team performance views

Key Features

  • Multiple widget types
  • Real-time data updates
  • Customizable layouts
  • Chart visualizations
  • Progress tracking
  • Cross-helper aggregation

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Quick Start

1

Describe your dashboard

Tell Peanuts what you want to monitor:
  • “Sales dashboard with revenue and orders”
  • “Health overview with weight and exercise”
  • “Project status board”
2

Configure widgets

Peanuts suggests relevant widgets based on your description. Add, remove, or rearrange as needed.
3

Connect data sources

Link widgets to existing helpers or configure standalone metrics.

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Interface Overview

The main dashboard area displays widgets in a responsive grid:
  • Full-width widgets — Charts and progress bars
  • Half-width widgets — Counters and stats
  • Auto-responsive — Adapts to screen size
Quick numeric displays showing:
  • Primary value — The main metric
  • Label — What it represents
  • Trend indicator — Up/down from previous period
Visual data representations:
  • Area charts — Trends over time
  • Bar charts — Comparisons
  • Pie charts — Distributions
  • Line charts — Progress tracking

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Available Widgets

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Data Visualization

WidgetPurposeBest For
ChartLine, bar, area, or pie visualizationsTrends, comparisons, distributions
ProgressGoal completion percentageTargets with defined endpoints
CounterRunning total displayCumulative metrics

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Activity Tracking

WidgetPurposeBest For
StreakConsecutive day trackingHabit monitoring
TimerCountdown displayDeadlines, time-boxing
StopwatchElapsed time trackingActive session monitoring
RatingStar-based averagesQuality metrics
Dashboards work best when widgets pull data from other helpers. Create your trackers and logs first, then build a dashboard to visualize them.

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Widget Configuration

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Chart Widget Options

TypeUse Case
AreaSmooth trends, cumulative data
BarDiscrete comparisons, categories
LineSharp trends, multiple series
PiePart-of-whole breakdowns
  • Single field — One numeric field from a helper
  • Aggregation — Sum, average, or count
  • Time range — 7, 14, or 30 days
Charts automatically use your helper’s theme colors:
  • Primary color for main data
  • Secondary colors for additional series
  • Teal/gold accent palette

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Progress Widget Options

SettingDescription
TargetThe goal value (e.g., 10000 steps)
Current sourceField or calculated value
DisplayPercentage, fraction, or both

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Counter Widget Options

SettingDescription
Source fieldNumeric field to sum
Time rangeAll time, this week, this month
FormatNumber, currency, with units

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Dashboard vs. Other Templates

Dashboard = Visualization and monitoring, minimal data entry
Tracker = Data capture with built-in stats
Form = Pure data entry, no visualization
FeatureDashboardTrackerForm
Primary purposeView dataCapture + viewCapture only
WidgetsMultipleLimitedNone
Data entryOptionalPrimaryPrimary
ChartsMultiple typesSingle optionalNone
Best forMonitoringDaily loggingOne-time capture

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Building Effective Dashboards

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Layout Principles

1

Lead with key metrics

Place your most important numbers at the top. Users should see critical data without scrolling.
2

Group related widgets

Keep related data together—financial metrics in one area, health metrics in another.
3

Use charts sparingly

One or two well-chosen charts communicate more than five competing visualizations.
4

Include context

Show trends and comparisons, not just current values. “500” means nothing without “up 20% from last week.”

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Common Patterns

KPI Dashboard

  • 3-4 stat cards at top
  • One trend chart below
  • Progress bars for goals

Health Overview

  • Weight trend chart
  • Exercise streak widget
  • Daily metrics counters

Project Status

  • Progress percentage
  • Tasks completed counter
  • Timeline chart

Financial Summary

  • Revenue/expense stats
  • Pie chart for categories
  • Trend line for month

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Configuration

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In Edit Mode

Access via the Edit button to:
ActionDescription
Add widgetChoose from available widget types
Remove widgetDelete widgets you don’t need
ConfigureSet data sources and display options
ReorderDrag widgets to rearrange
ThemeChange colors and icon

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Connecting Data

Widgets can pull data from:
  • Same helper — Fields within the dashboard
  • Other helpers — Cross-reference your trackers and logs
  • Calculated values — Derived from formulas
Cross-helper data requires helpers to share the same owner. You can’t visualize other users’ data on your dashboard.

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Tips & Best Practices

Before building, ask: “What questions should this dashboard answer?” Design widgets to answer those specific questions.
A dashboard with 3-4 well-chosen widgets beats one with 10 competing for attention. Prioritize ruthlessly.
Don’t create dashboards for data that rarely changes. Dashboards shine when data updates frequently and trends emerge.
Test your dashboard on mobile. Widgets stack vertically on small screens—ensure the order makes sense.

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Example: Sales Dashboard

A business overview dashboard: Setup:
  • Name: “Sales Dashboard”
  • Icon: 📊 Chart
  • Theme: Professional blue
Widgets:
  1. Stat Card — Today’s revenue
  2. Stat Card — Orders this week
  3. Stat Card — Average order value
  4. Area Chart — Revenue trend (30 days)
  5. Pie Chart — Sales by category
  6. Progress — Monthly target completion
Data sources:
  • Revenue from “Sales Tracker” helper
  • Categories from “Product Sales” log

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Credit Usage

ActionCredits
Creating dashboard1 credit (AI generation)
Viewing dashboardFree
Editing widgetsFree
Data refreshFree
AI insights on data1 credit per query

Widgets

Deep dive into all widget types

Tracker Template

Create data sources for your dashboard

Charts

Configure visualizations

Calculated Fields

Create derived metrics