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ToeBox Analytics lets you create custom dashboards to visualize your store data, agent performance, and any connected data sources.

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Creating a dashboard

1

Open Analytics

Navigate to Analytics in the ToeBox sidebar.
2

Create a new dashboard

Click New Dashboard in the sidebar. Give it a name (e.g., “Sales Overview”, “Agent Performance”).
3

Add charts

Click the + button to add a new chart widget to your dashboard. Each widget is configured independently with its own data source and visualization type.

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Chart types

ToeBox supports a variety of chart types to visualize your data:

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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

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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.

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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
Arrange your most important KPIs at the top of the dashboard for a quick overview, with detailed charts below.

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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

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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.

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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
Controls are linked to chart queries via parameter placeholders, so changing a filter updates all connected charts simultaneously.