Building a dashboard for contractor data
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Delancey Haig: documents · Building a dashboard for contractor data
User learning to build dashboard of monthly contractor volumes and spend. Support walked through query builder: grouping and aggregation functions.
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Current to 11 Oct 26User learning to build dashboard of monthly contractor volumes and spend. Support walked through query builder: grouping and aggregation functions.
Problem: Customer wanted a dashboard showing monthly contractor volumes and total spend grouped by contractor but was stuck on the query builder. Handling: Support explained the Group by dropdown (set contractor) and Aggregate dropdown (sum amount), and clarified that dashboards can be saved and edited across sessions. Customer successfully built the dashboard. Watch: This shows active adoption of the Growth tier dashboards builder feature.
Details
Updated 9 Oct 26Trail
created · Holly Tranter 29 Oct 2025 08:42Hi, Quick question about building a dashboard. We have a lot of contractor invoices coming through, and the directors want to see a dashboard showing monthly volumes and total spend by contractor. I'm not sure where to start with the dashboard builder: is there a template I can use, or a walkthrough? Thanks, Holly- public_reply · Bethan Lister 29 Oct 2025 13:46Hi Holly, Good use case for a dashboard. The builder is pretty straightforward, no templates yet, but I can point you in the right direction. You'll want to create a new dashboard, then add cards for contractor count (maybe grouped by contractor name) and spend (summed by month). Are you familiar with how to query the data in the brain, or would you like a step-by-step? Let me know and I can walk you through it. Thanks, Bethan
- public_reply · Holly Tranter 30 Oct 2025 11:40Hi Bethan, I've had a play with it and got as far as adding a card, but I'm stuck on the query builder. I can see the invoice records, but I'm not sure how to set up the grouping and aggregation. A step-by-step would really help. Holly
- public_reply · Holly Tranter 31 Oct 2025 11:42Also, can I save a dashboard and come back to edit it later, or does it need to be done in one go? Holly
- public_reply · Bethan Lister 31 Oct 2025 11:51Hi Holly, Great questions. Yes, you can save your work and come back to it anytime, just hit 'Save' and you're good. For the query builder, the key is the 'Group by' dropdown: that's where you set contractor, and the 'Aggregate' dropdown lets you sum the spend. Walk through the invoice fields and you'll see options for contractor name, invoice date, and amount. Try grouping by contractor and aggregating amount as a sum. That should get you the breakdown you're after. Have a play and let me know if you get stuck. Thanks, Bethan
- status_change · 16 Nov 2025 23:59