Dashboards Updated April 2026

Charts and saved dashboards

Two built-in tools cover everything visualization-related — render_chart for one-off charts inside the chat, and dashboard_save for recurring views that refresh every time someone visits.

The wordings below are examples, not commands. Ceven understands intent and context — say it however feels natural. "Who's our top customer?" and "tell me about the highest-grossing account this quarter" route to the same answer. References to "this month", "last quarter", "recently" are interpreted relative to today. The bot disambiguates when it's unsure rather than guessing.

One-off charts

Just describe the chart you want and the data:

show me a bar chart of headcount by department
chart MRR over the last 12 months
pie chart of open roles by department
table of our top 10 customers by recent activity

The bot fetches the underlying data (via whichever tool fits — ceven_get_headcount, act_on_provider with Stripe, etc.), then calls render_chart with the spec. The chart renders inline in the chat (or in the dashboard advisor pane).

Saved dashboards

For anything you'd want to glance at every Monday — savings tracker, hiring pipeline, MRR & churn — ask the bot to save it:

@Ceven build me a dashboard tracking active subs, MRR,
        balance, and open roles. Refresh it weekly.

The bot calls dashboard_save with a structured spec (title + tile list). You get a unique <slug>.management.ceven.io URL — share it with the team. Each visit re-runs the underlying queries and re-renders the tiles, so the data is always fresh.

Tile types

Bar — categorical comparisons (headcount by dept, revenue by product)
Line — time series (MRR over months, hires per quarter)
Pie — share-of-total (department mix, plan distribution)
Table — full row data (top customers, recent invoices)
KPI — single big number (MRR, open seats, NPS)

Editing a saved dashboard

From the dashboard URL, hit Edit in the top-right. You can add/remove/reorder tiles, change the cadence, or swap underlying queries. Everything is auth-gated to your org — outsiders can't see the URL even if you share it.