Getting started
You can go from an empty workspace to a live dashboard in a few steps. This page is the shortest path. Use the index on the left when you need the details behind a step.
1. Create your workspace
Sign in at app.customerdashboard.io/login. New accounts finish a short onboarding flow: your name, then a workspace. A workspace holds data sources, dashboards, and members.
2. Connect a data source
Open Data sources and add a connection. CustomerDashboard runs your widget queries against this connection. Typical first connections:
- PostgreSQL or MySQL for an application database
- BigQuery, Snowflake, or Redshift for a warehouse
- Google Sheets for a spreadsheet that already has the numbers
See Data sources for the fields each connector needs. If the database is behind a firewall, allow 63.183.37.130 through so CustomerDashboard can connect. The password or service-account key is stored with the connection and is never shown to dashboard viewers.
3. Create a dashboard
Open Dashboards and create one. Choose the type carefully — you cannot treat them as the same thing later:
| Type | Who sees it | Data isolation |
|---|---|---|
| Internal | Workspace members, or anyone you publish to | Every viewer sees the same data from the same query |
| Customer (multi-customer) | Each customer signs in with their own user | Queries should filter with :customer_id |
If you are building a client portal, pick Customer. Read Multi-customer dashboards before you write the first query.
4. Add a view and a widget
A dashboard can have several views (tabs). Each view is a grid of widgets.
- Open the dashboard editor.
- Drag a widget type from the palette, or click to add one.
- Pick the data source.
- Write a query and run it so columns appear.
- Map those columns on the visualization step.
- Size the widget on the layout step and save.
5. Preview as a customer (customer dashboards only)
On a multi-customer dashboard the editor asks for a test customer ID so :customer_id has a value while you build. Add real customers and logins when you are ready to share.
6. Publish
Internal dashboards have three visibility options: private, password-protected, or public. Customer dashboards are always login-gated. Copy the share URL from dashboard settings.
Suggested first widget
A number or table is the fastest way to confirm the connection. Then move to a bar chart or line chart once the query shape is right.
If an AI assistant should do this work for you, connect the MCP server.