ToeBox Analytics lets you create custom dashboards to visualize your store data, agent performance, and any connected data sources.Documentation Index
Fetch the complete documentation index at: https://docs.toebox.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
Creating a dashboard
Create a new dashboard
Click New Dashboard in the sidebar. Give it a name (e.g., “Sales Overview”, “Agent Performance”).
Chart types
ToeBox supports a variety of chart types to visualize your data:| Chart Type | Best For |
|---|---|
| Bar | Comparing categories (top products, sales by region) |
| Line | Trends over time (daily revenue, weekly orders) |
| Area | Volume trends with emphasis on magnitude |
| Pie | Proportions and percentages (traffic sources, product mix) |
| Scatter | Correlations between two variables |
| Table | Detailed data with sorting and filtering |
| KPI | Single key metrics (total revenue, conversion rate) |
| Markdown | Text notes, descriptions, and documentation within dashboards |
Configuring a chart
Each chart widget has the following settings:- Title — The chart heading displayed on the dashboard
- Chart type — Select from the types above
- Data source — Choose a connected database or integration
- SQL query — Write the SQL query that powers the chart
- Format options — Configure axes, colors, legends, and number formatting
Color palettes
Choose from built-in color palettes or define custom colors for your chart series. Palettes include options for categorical data, sequential data, and brand-aligned themes.Drag-and-drop layout
Dashboards use a drag-and-drop grid layout powered by react-grid-layout:- Resize — Drag the corner of any widget to resize it
- Reorder — Drag the header of a widget to move it to a new position
- Auto-save — Layout changes are saved automatically
Dashboard management
- Rename — Click the dashboard name to edit it
- Duplicate — Create a copy of an existing dashboard
- Delete — Remove a dashboard permanently
- Share — Generate a shareable link for your dashboard
Sharing dashboards
Dashboards can be shared with team members or external stakeholders:- Private — Only you can view and edit (default)
- Shared link — Anyone with the link can view the dashboard (read-only)
Shared dashboards refresh data in real-time. Viewers see the latest data each time they open the link.
Controls and filters
Add interactive controls to your dashboards that filter data across multiple charts:- Dropdown — Select from predefined values
- Date range — Filter by date period
- Text input — Free-text search filters