Coefficient Web Dashboards turns any Google Sheet into a live, BI-quality dashboard using AI. Describe what you want in plain English, and the AI builds an interactive dashboard with charts, KPIs, drill-downs, and AI-generated visuals — all powered by your trusted spreadsheet data.
*This feature is currently supported on Google Sheets only*
Create a Web Dashboard
To get started, you will need to make sure you have at least 1 data set inside a Google Sheet. This can be a Coefficient import, a CSV file, a manual-entry table, or multiple tabs containing data. If you need help creating your first Coefficient import on Google Sheets, click here.
- Open the Google Sheet you would like to build on:
- Open the Coefficient sidebar and select "Web Dashboards".
- Enter a prompt. You can be generic (ie, "Build me a sales dashboard.") or specific (ie, "Show me ARR by quarter and pipeline trendline.").
- A new tab will open up in your browser showing you the status of your new Dashboard being created. ℹ️ NOTE: This may take a few moments to build, depending on the amount of data and the complexity of the prompt you entered.
- Once finished, your new Web Dashboard will look something like this:
ℹ️ NOTE: You will also receive an email letting you know that your new Web Dashboard is ready for you to view. 📬
Edit a Web Dashboard
A Web Dashboard can be edited either by dragging and dropping tiles/components of the dashboard or by using the "Edit with AI" function.
Drag and Drop
This is the quickest way to make edits to your dashboard layout. Simply hover your mouse over a tile, and in the top left corner, the option to "Drag to reorder will appear.
Before:
After: ✨
Edit with AI
Sometimes you may want to make changes to the dashboard or tweak some of the insights. This can be achieved by using the Edit with AI feature (top right corner).
Open up your Dashboard and click on the "Edit with AI" (blue button in the top right corner). The right sidebar will expand, and you can prompt the AI to make further changes to your dashboard.
My Dashboards
To view a previously generated or shared dashboard, select My Dashboards from the navigation menu.
From there, you have two options:
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1. Select a dashboard directly from the list displayed on the screen. |
2. Select All Dashboards to browse the full list of dashboards you have access to. |
Source Sheet
Understanding the data powering your Web Dashboard and where it is coming from can be critical in ensuring data accuracy and making updates. When selected, the "Source Sheet" will show all the imports/ Tabs that are being used to power your Web Dashboard. You can enable/disable tabs from being included, as well as manually refresh your Webdashboard.
💡PRO TIP: Always refresh your source sheets before clicking "Refresh Data & Tabs" in your Web Dashboard. Refreshing the dashboard alone won't pull in the latest data — refreshing your source sheets first ensures all updates are captured before the dashboard syncs.
Subscribe to a Web Dashboard
Subscribing to a Web Dashboard lets you receive updates and insights on what you want to track most. You can select to send the Subscription updates; Hourly, Daily, Weekly or Monthly as a designated time. You can choose to send the entire Dashboard or specific blocks, and these can be delivered via email or to Slack. Click "Save Subscription" to confirm your schedule.
Share a Web Dashboard
Sharing your Web Dashboard and its insights is a great way to collaborate with Coefficient. You can add users' email addresses in the provided box and grant Editor or Viewer access, or grant general access to anyone in your domain.
Themes
Changing the look and feel of your dashboard is a great way to customize your insights. If you want a theme you don't see in the list, feel free to request one!
Best Practices
- Start with a detailed prompt. The more context you provide upfront — metrics, audience, layout preferences — the less back-and-forth you'll need to get to a finished dashboard.
- Use Explain when sharing with leadership. Attaching an explanation to key metrics answers the "where does this number come from?" question before it's asked, especially useful when presenting to executives or finance.
- Edit components, not the whole dashboard. If one chart is off, use Edit in Chat to fix just that piece rather than regenerating everything from scratch.
- Combine edits into a single prompt. You can change a chart type, add a filter, and connect a data source all in one message — no need to send separate instructions.
- Make it yours. Themed leaderboards, custom icons, and infographics aren't just cosmetic — they make dashboards more engaging and memorable in team meetings.
- Keep your dashboard scope focused. Only include tabs that contain data you actually want analyzed. This helps Coefficient generate more relevant insights and improve overall dashboard performance.
FAQs for Web Dashboards
Can I pull data from multiple imports and tabs to build my Dashboard?
Yes. When building your Dashboard, you can select which tabs and imports within your workbook you want to include as data sources.
How often does my Dashboard refresh?
Your Dashboard refreshes hourly, in sync with your Coefficient data refresh schedule. You can also trigger a manual refresh at any time by clicking the "Source Sheet" tab and selecting "Refresh Data & Tabs".
How do I share my Dashboard with others, including people outside my company?
Open the "Share" tab at the top of your Dashboard to manage access. You can set permissions for individual users or apply a general setting for all viewers.
How can I verify that the data in my Dashboard is accurate?
Click "Explain" on any component or tile to see a breakdown of exactly which tabs and columns were used and how the metric was calculated.