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On this page you will learn how to manage and customize dashboards in Delicious Data. We explain how to create dashboards, organize your reports, and set up filters to analyze your business data effectively. By the end, you’ll know how to build well-organized dashboards that look great on any device, use our filtering capabilities to focus on the data that matters most to you, and leverage our AI Insights feature for automated analysis. Here are the core features you’ll learn about:

Create Dashboards

Build targeted views for every business scenario - from operational monitoring to strategic analysis

Choose Report Types

Select from powerful visualizations designed to highlight key business insights

Optimize Layouts

Access your business data anywhere with responsive dashboards that work on any device

Filter & Analyze

Instantly analyze specific data segments with advanced filtering and comparison capabilities

Share Dashboards

Keep everyone informed with dashboards that update in real-time

Email Subscriptions

Get regular Email updates of your favorite dashboards

AI Insights

Get AI insights in the dashboard and your email updates

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Create Dashboards

Get started with dashboards that perfectly match your needs:
1

Create a Dashboard

  • Click + Create Dashboard on the top left to start from scratch, or
  • Click ⋮ Options > Duplicate on an existing dashboard to create a variation
2

Organize Your Space

Keep your dashboards tidy by dragging them into your preferred order
3

Clean Up

Remove unused dashboards with ⋮ Options > Delete (dashboard owners only)
Before deleting, consider if other team members rely on this dashboard for their work.

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Choose Report Types

Select the optimal visualization type for your business data:
mini-chart

Mini Chart

Perfect for monitoring critical performance indicators and quick trend analysis.
line

Line Chart

Analyze trends and identify patterns in your business metrics over time.
bar

Bar Chart

Compare performance metrics across business units, locations, or product categories.
pie

Pie Chart

Visualize market share, revenue distribution, and other proportional metrics.
table

Table

Access comprehensive data views with advanced sorting and filtering capabilities.
list

List

Track top performers and key rankings in a mobile-optimized format.
Check out our detailed guides for reports and metrics.

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Optimize Layouts

Create dashboards that look great on every device:
1

Position Your Reports

Place reports using intuitive drag-and-drop functionality:
2

Resize Reports

Adjust report sizes using the handle in the bottom right corner:
3

Add Context with Text Reports

Use text reports to guide your team through the data:
4

Mobile-Ready

Preview how your dashboard adjusts to different screen sizes by decreasing the width of your browser window.
Create separate layouts for desktop, tablet, and mobile to ensure a great experience on every device. Each layout is saved independently, so you can optimize for each screen size.

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Filter and Analyze

Zero in on the exact data you need with powerful filtering options:
1

Dashboard Filters

Every dashboard comes with filters at the top that work across all reports:
Use the reset button instead of selecting all options to see complete data. This ensures you catch items that might only appear in specific time periods or locations.
Groups: Pre-set location collections like “Region North” or “Region South”Locations: Individual stores for detailed analysis
Note: Filters remember specific locations, not groups. If you update a group later, you’ll need to update your filters manually.
Custom Range: Pick exact dates or set rolling ranges that update automaticallyQuick Picks: Jump to common periods like Today, This Week, or Year to DateWeekdays: Add weekday filters on top of your date range
Item Groups: Categories from your ERP (e.g., “Bread”, “Beverages”)Items: Individual items.Item Tag: Group items managed in the Delicious Data item base data view. As opposed to the location group filtering, this filter actually stores the selected tag, so updating the tag assignment in the item base data will automatically update the filter.
2

Report Filters

Override dashboard filters for individual reports to create powerful comparisons:
Popular Uses:
  • Compare time periods: See Today vs Last 7 Days
  • Compare regions: Show North next to South
  • Mix and match: Keep other dashboard filters while focusing on specific aspects
All other dashboard filters still apply, letting you quickly drill down across your entire view.
3

Automatic Comparisons

Compare current performance against various benchmarks:
  • Compare with same period last year
  • Choose Date or Matching Weekdays
  • Options: Yesterday, Last Week, Previous X Days
  • Auto-updates (e.g., Today vs Yesterday becomes This Week vs Last Week)
  • Pick historical baseline period
  • Fixed or rolling start date
  • Track progress against business goals
  • Defined per location and date
Contact support to import target values
Select “No Comparison” to view raw data without comparative analysis

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Share Dashboards

Sharing dashboards with your team is easy:
To make sharing dashboards easy, each user automatically only sees data for their authorized locations only.
1

Share Access

Use the Share button at the top of the dashboard to invite team members. You can add multiple team members at once or even share the dashboard with user groups you have previously added in the admin section.
2

Assign Roles

Set roles: Viewer, Editor
  • Editors: Can update the dashboard for everyone else, but not share or delete it.
  • Viewers: Can not update the dashboard for other users, but are allowed to add dashboard filters for themselves, which will automatically get reset to the shared state when they refresh the page.
The recommended workflow is to share dashboards with Viewer permissions only.
3

Transferring ownership

If necessary you can transfer ownership to another user after they have been granted Editor permissions. Only owners can share and delete dashboards.

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Email Subscriptions

Keep your team informed with automated dashboard updates:
Dashboards with AI Insights enabled include an AI-generated summary of key findings in every email.
1

Create Subscription

Click the Subscribe button at the top of your dashboard to begin setup.
2

Configure Schedule

Select the perfect delivery timing for your team:
  • Weekly: Choose specific weekdays and a time (e.g., Mon-Fri at 07:00)
  • Monthly by date: Select key dates and a time(e.g., 1st and 15th of every month at 07:00)
  • Monthly by weekday: Pick recurring patterns and a time (e.g., first and third Monday at 07:00)
3

Manage Recipients

Select recipients individually or leverage user groups for streamlined distribution:
  • Existing users: Choose from anyone with dashboard access
  • New recipients: Grant dashboard access instantly within the subscription modal
Only dashboard owners can subscribe and unsubscribe users from the dashboard.

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AI Insights

Get automated analysis and actionable recommendations from your dashboard data:
1

Access AI Analysis

Click the AI Insights button at the top of your dashboard to open the AI chat interface. The AI automatically highlights the most important patterns and improvement opportunities in your data.
AI Insights are also automatically included in your email subscriptions, providing your team with regular analysis without any manual effort.
2

Ask Follow-up Questions

Deepen your understanding by asking specific questions about your data:
  • Request detailed explanations of trends
  • Compare performance across different dimensions
  • Ask for recommendations to improve specific metrics
At this point in time the AI has only access to the data in the dashboard, so ensure your dashboard includes all relevant metrics and reports for the most comprehensive analysis.
3

Generate Business Documents

Transform insights into action by asking the AI to create:
  • Executive summaries
  • Team update emails
  • Management reports
  • Action plans based on the findings