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Home/Features/Insights & Admin/Dashboards
Insights & Admin

Interactive Dashboards That Give Every Team and Every Role Live Operational Visibility.

Build operational dashboards that combine charts, KPIs, lists, and drill-downs, all updating in real time, all without writing SQL.

Try it freeBook a walkthrough
  • 12+ | Chart types
  • 0 | SQL queries needed
  • Live | Always-on data
New
5
$19k
$26k
$33k
Qualified
4
$19k
$26k
$33k
Proposal
3
$19k
$26k
$33k
Closed
2
$19k
$26k
Dashboards
View saved
shared with team
Overview

Live operational visibility for every team and every role.

Dashboards in CodeBlox are not static reports. They are interactive, role-aware, real-time views into the data your team actually depends on. Build them with drag-and-drop, share them with one click, and watch numbers update the moment anything changes.

  • Executives
  • Operations
  • Finance
  • Customer Success
  • Every dashboard is composed from widgets: charts (bar, line, donut, scatter, heatmap, geo, funnel, cohort), KPI tiles, lists, tables, gauges, and embedded forms. Each widget binds to a Blox or a report with its own filters, groupings, and aggregations. Drop them onto a flexible grid and you have a dashboard. Save the layout, share with a team, and the same dashboard scopes itself to each viewer based on their permissions, your sales VP sees the global pipeline; each rep sees only their book.
  • Drill-downs are first-class. Click any number on any chart and CodeBlox opens the underlying records, with the dashboard's filters carried through. From there, you can edit a record inline, drill further, or pivot the view. Scheduled exports push dashboards to email, Slack, or PDF on the cadence you choose. Public dashboards with row-level security can be embedded in customer portals. Enterprise plans add Looker, Tableau, and Power BI connectors for downstream BI.
  • Adoption is the often-overlooked dimension of analytics. CodeBlox dashboards are designed to be created by the people who consume them, ops leaders, finance managers, customer success teams, not handed off to a data team weeks after the question was asked. That feedback loop, from question to insight, collapses from days to minutes, which is the real reason teams switch to CodeBlox for analytics in the first place.
How it works

From Setup to Scale in Three Steps With Interactive Dashboards.

01

Choose your data

Pick the Blox or report your dashboard is built on. Cross-Blox joins and computed fields work the same way.

02

Compose widgets

Drag charts, KPIs, tables, and lists onto a flexible grid. Each one configurable with filters, grouping, and aggregations.

03

Share with control

Role-based visibility, row-level security, public links, scheduled exports, and embedded views, all from the same dashboard.

Capabilities

What Dashboards brings to your team

  • 12+ chart and visualization types | Bar, line, donut, scatter, heatmap, geo, funnel, cohort, waterfall, gauge, and more.
  • KPI tiles with comparisons | Period-over-period deltas, sparklines, targets, and goal tracking out of the box.
  • Cross-filter and drill-down | Click any number to see the underlying records, with all dashboard filters carried through.
  • Role-based & row-level security | Each viewer sees only what their permissions allow, automatic scoping by team, territory, or any field.
  • Scheduled exports | Email or Slack the same dashboard every Monday morning, as PDF, image, or CSV.
  • Embeddable in portals | Drop dashboards into customer portals or external pages with controlled data exposure.
  • Real-time updates | Numbers refresh the moment underlying data changes, no manual refresh, no Friday spreadsheets.
  • BI connectors | Push to Looker, Tableau, and Power BI for downstream analytics teams.
New
5
$19k
$26k
$33k
Qualified
4
$19k
$26k
$33k
Proposal
3
$19k
$26k
$33k
Closed
2
$19k
$26k
 · in action
Dashboards
Common use cases

How teams put Real-Time Updates to work

Patterns we see most often, across industries and team sizes.

  • Executive operations dashboard | Pipeline value, win rate, AR aging, NPS, support backlog, and headcount, all on one screen, refreshing live.
  • Field service performance | Tickets by region, first-time-fix rate, technician utilization, SLA breach risk, mapped on geo charts.
  • Finance month-end | Closing checklist progress, journal entries pending review, AR aging, AP commitments, and consolidated P&L preview.
  • Customer health | Per-account health scores, product usage, support tickets, NPS, and renewal risk, scoped to each CSM.
FAQ

Questions, answered.

Common questions about Real-Time Updates. Don't see yours? Get in touch.

Can we schedule interactive dashboards to be delivered automatically?
+

Yes. CodeBlox interactive dashboards support scheduled delivery to email, Slack, and PDF on any cadence you configure. Daily standup snapshots, weekly executive summaries, and monthly board packs can all be generated and delivered automatically so every stakeholder receives the right data on the right schedule without anyone having to manually trigger a report.

Do interactive dashboards support drill-through to the underlying records?
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Absolutely. Every widget in CodeBlox interactive dashboards supports drill-through so clicking any number, bar, or data point opens the filtered list of records that make up that metric. Your team can investigate, edit records, and act on what they see without leaving the dashboard or switching to a separate view to find the underlying data.

Can interactive dashboards be embedded in external websites or customer portals?
+

Yes. CodeBlox supports embedding interactive dashboards in external sites and customer portals with row-level security. Each embedded dashboard scopes its data to the authenticated viewer so customers only see their own data and partners only see what they are authorized to access without any risk of data leakage between accounts.

How does role-based scoping work in interactive dashboards?
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CodeBlox interactive dashboards automatically scope every widget to the viewer's role and row-level access permissions. A sales rep sees only their own pipeline on the same dashboard where their VP sees the full organization. This scoping is automatic and requires no separate dashboard configuration for each role so one dashboard serves every level of your team.

Can non-technical team members build their own interactive dashboards?
+

Yes. CodeBlox interactive dashboards are built entirely through a visual drag and drop interface. Operations, finance, HR, and sales team members can create, configure, and share their own dashboards without any SQL knowledge, data engineering support, or developer involvement so the people closest to the data can build the views they need themselves.

Related features

Works hand-in-hand with

Every CodeBlox feature is built to compose. Here are the ones that pair most often with Real-Time Updates.

Robust Reporting

Part of the workflow & build toolkit.

CodeBlox AI

Part of the workflow & build toolkit.

Users and Permissions

Part of the workflow & build toolkit.

Integrations

Part of the workflow & build toolkit.

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