How do I create a dashboard to track project variations and invoices?
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Ashwell Mercer Interiors · How do I create a dashboard to track project variations and invoices?
Jamal needed a dashboard showing project variations with related invoices and calls filtered by project. Olivia explained how to use the dashboard builder with project ID filters and joins. Jamal completed setup same day and confirmed it working.
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What this says
As at Fri 9 Oct 2026Jamal needed a dashboard showing project variations with related invoices and calls filtered by project. Olivia explained how to use the dashboard builder with project ID filters and joins. Jamal completed setup same day and confirmed it working.
Problem: Jamal could not link variations correctly in a dashboard; variations were not filtering by project as expected. Handling: Olivia provided the solution: add a project filter widget first, then create query cards with filter conditions matching the selected project ID. She offered step-by-step help if needed. Opportunity: Jamal's rapid adoption suggests readiness for Growth tier dashboard features.
Details
Updated 9 Oct 26Trail
created · Jamal Edwards 29 May 2026 09:09I'm trying to set up a dashboard that shows our project variations alongside the related invoices and customer calls, but I can't work out how to link the data correctly. We need the commercial team to see all of this information for each project in one place, and I have the project and invoice data already connected. However, when I tried to add variations as a separate query, I couldn't get it to filter properly by project. Can you walk me through how to set this up? We need to get this working quickly so the team can access everything they need without having to jump between different views. Thanks, Jamal- Public reply · Olivia Grant 29 May 2026 09:24Hi Jamal, Thanks for reaching out. I can help you with that. To filter variations by project in your dashboard, you'll want to join them on the project ID rather than running them as separate queries. Here's what to do: in the dashboard builder, add a project filter widget first. Then create a query card that pulls variations, and in the card settings, add a filter condition that matches the selected project ID. You can apply the same logic to your invoices. Let me know if you run into any issues with the joins, and I'll walk you through it step by step. Cheers, Olivia
- Public reply · Jamal Edwards 29 May 2026 12:00Perfect, that's exactly what I needed. I've set it up now and it's working great. The team will be able to see all the variations and invoices for each project in real time, which is really helpful. Thanks for the quick help. Jamal
- Status change · 2 Jun 2026 23:59