Dashboards can be embedded in many Slate tools. They display custom, read-only data meant to be read at a glance. Dashboards can be further customized with some advanced liquid markup, a classic example being color-coded data points that indicate levels of severity.

Some example locations where you might find a dashboard include:

  • The dashboard tab of a person or dataset record
  • The Reader
  • An Inbox message
  • While comparing two records within Consolidate Records
  • Batch Acquire

Example Dashboard - Prospects, Inquiries, Applicants.png

An example dashboard on a person record

  Summit 2023 Feature: Dashboard Editor

To create or edit a dashboard, navigate to Database > Dashboards. A list of existing dashboards appears. Select one of the location filters on the right to narrow the list.

Dashboard Editor.png


Creating a dashboard

To create a new dashboard:

  1. From the main navigation, select Database.
  2. Under Records and Datasets, select Dashboards.
  3. Click New Dashboard. A pop-up appears.
  1. Configure the following settings:
    • Name: Enter a short, descriptive name, such as "Prospect Snapshot"
    • Type: Select a location in which the dashboard should appear. Options include:
      • Batch Acquire
      • Consolidate Records
      • First Draft
      • Inbox
      • Record (used in this example)
      • Research
      • Slate Voice
      • User
    • Base: Select the base on which the dashboard query should run. Available bases depend on the selected type. In this example, we've selected Person
  2. Click Save.

Create new dashboard.png

You are redirected to the edit dashboard page.


Editing a dashboard

Two tabs are available: Edit Dashboard and Edit Query. Start by selecting the Edit Query tab.

Edit Query tab

The Edit Query tab lets you craft a Configurable Joins query that can pull and dynamically display on the dashboard any data point in your database.


Filters allow you to select the attributes of the records on which you'd like the dashboard to appear.

Example Filters.png

Sample filter for an applicant snapshot dashboard


Select the exports you'd like to appear on the dashboard.

For use in merge fields, rename each export to be computer-friendly (all lowercase, no special characters except for hyphens and underscores).


Keep dashboards lean by using a simple test: “If the applicant calls or walks into the office, what information would I need to know immediately?” Often, it’s only a handful of data points. 

Example exports and join.png

Sample exports and their associated join for an advisor snapshot dashboard

With the query configured, head back to the Edit Dashboard tab.


Edit Dashboard tab

The Edit Dashboard tab lets you craft the appearance of the dashboard. Merge fields appear on the right.

Open the source editor to add CSS and HTML styling to your dashboard.

Edit Dashboard.png

Sample code: Staff Assigned

In the Edit Query tab, make an export for academic major and rename it staff-assigned.

Then, try pasting the following sample code in the source editor of your dashboard. It will render as a block that displays the applicant's assigned staff member.

<html xmlns="http://www.w3.org/1999/xhtml">
<style type="text/css">.dash_table {
display: flex;
flex-flow: row wrap;
justify-content: flex-start;
align-content: flex-start;
<style type="text/css">.dash_table > div {
margin: 8px;
padding: 15px;
width: 175px;
<div class="dash_table"> <div>
<b>Staff Assigned</b> <div style="font-size: 1.25em; margin: 5px 0;">

Click Preview Dashboard. A pop-up appears. Enter a name in the Search Records field. The dashboard element appears below as it would on that person's record.


Person Record Dashboards can also include iframes. Any embedded portal from an external system can appear dynamically on the record. This includes other dashboards, videos, data tables, and more. 

Sample Dashboard - Staff Assigned.pn

Sample dashboard element provided in this example