📦 Plan Availability Plan Availability: Free, Economy, Business, Pro, Enterprise Permissions: Owner or Creator can configure. Editor or Viewer can interact. Platform: Web (Desktop browser recommended for building) |
The Dashboard layout is Stackby's most powerful Interface layout for communicating data as insights. It lets you build pages packed with charts, metric numbers, lists, galleries, timelines, and more — all sourced from your Stack data, updating live whenever your data changes.
Dashboards are ideal for two core use cases:
Reporting — Tracking progress and surfacing key metrics for stakeholders and leadership ("How are we tracking against our Q3 goals?")
Monitoring — Understanding the current state of a workstream with a focus on anomalies and alerts ("Are any projects behind schedule this week?"
Open the Interface editor and click + Add Page in the left panel.
From the Layout Picker, select Dashboard and click Next.
Choose the source Stack (table) for the dashboard's data and click Finish.
Give the page a title in the top of the canvas — something like "Marketing KPIs" or "Project Overview."
💡 Tip: You can include multiple Dashboard pages within the same Interface, each sourced from a different table in the stack. |
A Dashboard page is organized into one or more Dashboard Groups. Each Group is an independent data section that can be sourced from a different Stack. Groups appear vertically on the page and can be reordered by dragging.
To add a new Group, hover over the canvas and click + Add Group. Within each Group you can add multiple visualizations side by side or stacked vertically.
Click on a Group to reveal its settings panel on the right:
Source — Choose the Stack (table) that this Group's visualizations will draw from.
Filter by — Apply static filters to limit which records appear in this Group. For example: show only records where Status = "In Progress."
Width — Set the group to full-width or half-width on the page canvas.
Use background color — Toggle a light grey background behind the Group to visually separate it from other groups.
User filters allow end users to dynamically filter the data in the Group without you changing the design. Choose between:
None — No user-controlled filtering.
Tabs — Display preset filter options as clickable tabs above the group (e.g., "All", "In Progress", "Completed").
Dropdown — Display preset filter options in a dropdown selector.
Filter — Let end users set their own filter conditions on top of your configured static filters.
Buttons — Add action buttons (e.g., "Go to page", "Open URL") inside the group.
Within a Dashboard Group, click the + button to add any of the following visualization types:
Number widgets display a single aggregated metric prominently — ideal for KPI cards at the top of a dashboard.
Title — The label displayed next to the number (e.g., "Open Tasks", "Total Revenue").
Subtitle — Secondary context text below the title.
Type:
Count — Displays the total number of records matching your filters (always an integer).
Summary — Calculates Sum, Average, Min, Max, or Percent of a specific numeric field.
Filter by — Apply additional filters specific to this Number widget.
Color — Set a static color or configure conditional colors (e.g., turn red when count > 50).
Click to see underlying records — Allow users to click the number to drill into the records behind it.
📦 Plan Availability Conditional coloring on Number widgets is available on Business, Pro, and Enterprise plans. On Free and Economy plans, only static color selection is available. |
Charts visualize patterns and distributions in your data. Stackby supports Bar, Line, Pie, Donut, and Scatter chart types.
Title and Description — Label and context for the chart.
Show description as tooltip — Let users hover to read a longer explanation without cluttering the dashboard.
Chart Type — Bar, Line, Pie, Donut, Scatter.
Data (varies by chart type):
Bar / Line / Scatter: Configure X-axis, Y-axis (left), and optional Y-axis (right).
Pie / Donut: Configure Categories and Values fields.
Group by — Group bars by a second field (e.g., stack bars by assignee). Stacking options: None, Standard, 100%.
Filter by — Limit records shown in this chart to a specific subset.
Appearance — Color palette, size (height of the chart row), record count labels.
Click to see underlying records — Drill down on chart segments.
You can configure up to 5 data series on the primary Y-axis and 1 series on a secondary Y-axis, enabling dual-axis charts like "Revenue (bar) vs. Growth Rate (line)." Multi-series is available for Bar, Line, and Scatter charts.
A List visualization shows records in a structured list — useful for showing top items, recent records, or grouped summaries.
Title — Label for the list widget.
Hierarchy — Add hierarchical levels by linking records across related Stacks (e.g., Projects → Tasks).
Filter by — Show only a subset of records.
Sort by — Order records (e.g., by Due Date ascending).
Group by — Group records by a field (e.g., by Status or Assignee).
Prefix field — Show a secondary identifier next to each record title.
Fields — Choose which fields are visible inline in the list.
Color by — Color-code records by a select field or conditions.
Row height — Compact, medium, or tall.
Collapse all groups by default — Useful when there are many groups; users expand the ones they need.
Click to see underlying records — Open a record detail panel on click.
A Timeline visualization displays records as events on a horizontal time axis — great for project schedules, sprint plans, or event calendars.
Date field — Choose the Start date field and an optional End date field.
Filter by, Sort by, Group by — Standard data controls.
Color by — Color timeline bars by a select field or conditions.
Size — Compact or expanded (controls height of the timeline area on the canvas).
Record height — Adjust vertical space per event.
Stack labels vertically, Wrap labels, Split multiple values, Collapse groups — Display fine-tuning options.
A Gallery visualization shows records as visual cards with images — ideal for digital asset management, product catalogs, or photo portfolios.
Title field — The primary text shown on each gallery card.
Image field — Choose the attachment field whose images will display on cards.
Fields — Additional fields shown below each image.
Sort by — Order the cards.
Rows per page — 1 to 4 rows of cards.
Fit image size — Scale images to fill the card container.
Display field names — Show or hide field labels on cards.
Color by — Color-code card backgrounds.
A Kanban visualization organizes records into vertical stacks (columns) based on a single-select or user field — ideal for status boards, pipeline views, or assignment tracking.
Stacking field — The single-select, user, or created-by field that defines the columns.
Sort by — Order cards within each column (Manual sort enables drag-and-drop).
Fields — Fields shown on each card.
Image field — Attachment field to use as the card's cover image.
Filter by — Limit visible records.
Color by — Record coloring by select field or conditions.
Wrap long cell values — Allow multi-line text in cards.
Hide empty stacks — Remove columns with no records.
Edit records inline — Allow users with editor permissions to update records directly.
Add/delete records inline — Allow record creation and deletion from the board.
Click into record details — Open a full record detail panel.
A Calendar visualization plots records on a monthly, weekly, or daily calendar based on a date field.
Date settings — Configure start date and optional end date fields. Set the initial view (month, week, day) and timescale.
Sort by — Order events within the same date slot.
Fields — Fields visible when clicking on an event.
Label — Choose which fields appear directly on the calendar event tile.
Label image — Attachment field to show as a thumbnail on event tiles.
Color by — Color events by a select field or conditions.
Size — Space the calendar takes up on the dashboard canvas.
Fit image size — Scale event thumbnail images.
Edit and add records inline — Allow users to create and update records directly from the calendar.
Pivot Tables let you slice and aggregate your data by two dimensions simultaneously — like a cross-tab report. Particularly useful for multi-dimensional analysis (e.g., "Revenue by Product by Quarter").
📦 Plan Availability Pivot Tables in Dashboards are available on Business, Pro, and Enterprise plans only. |
Rows — Choose the field to group records into row categories.
Columns — Choose the field to group records into column categories (optional).
Values — Aggregate by Count or by a summary function (Sum, Average, Min, Max) on a specific field.
Sort by — Sort rows and columns by "group" (alphabetical) or "value" (aggregate result).
Show totals — Toggle grand total rows and columns.
Split multiple values — For multi-select or linked record fields, count a record once per value it contains.
Size — Compact or expanded view on the canvas.
Summary Cards present records as visual highlight cards — perfect for showcasing individual items prominently, like a "Project Spotlight" or "Top Performer of the Week."
📦 Plan Availability Summary Cards are available on Business, Pro, and Enterprise plans only. |
Record limit — Maximum number of cards to display (additional records are not shown in the Interface).
Filter by — Show only specific records as cards.
Sort by — Determine which records appear (records outside the limit won't be shown).
Image field — Attachment field used as the card's main visual.
Title field — Primary text on each card.
Subtitle field — Secondary supporting text.
Fields — Up to 3 additional fields displayed on the card.
Click into record details — Let users open full record details from a card.
Any visualization with the "Click to see underlying records" option enabled will let end users click directly on a metric, chart segment, list item, or table cell to open a detailed view of the records behind that data point.
As a builder, you can configure what appears in this detail view:
Which fields are visible
Default sort order of the records
Whether record detail pages are shown (configurable via the Record Detail layout settings)
Whether users can print the detail view
💡 Tip: Drill-down on visualizations opens a side panel within the Interface — users never see the full Stack or other Stacks in the database. |
No — each Dashboard Group is sourced from a single Stack. To show data from multiple Stacks, add multiple Groups to the dashboard, each connected to a different Stack.
You can drag visualizations around within a Group. You cannot drag a visualization from one Group to another. To move a visualization between Groups, delete it from the original Group and recreate it in the destination Group.
Visualizations within a Group can be resized horizontally. The height of an entire row of side-by-side visualizations is set as a group — you cannot set different heights for two charts sitting side by side.
There is no hard limit on the number of visualizations per dashboard. However, for performance and readability, we recommend keeping each page focused on 5–10 key insights. Use multiple Dashboard pages for different audiences or topics.
