Clkly
Custom dashboards

Your data, your charts.
No BI tool required.

Define a dataset, push rows in over a rate-limited API, then build a dashboard the way you want it. Bar, line, pie, number cards and tables - all aggregated server-side. Power BI energy, inside the CRM you already pay for.

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app.clkly.xyz
Revenue
£48.2k
this quarter
Orders
312
+24 vs last
Avg order
£154
AOV
Revenue by region
Source split
Manual
46%
POS
32%
API
22%
+ raw table widget · 1,204 rows in dataset
What you get

A reporting canvas that bends to your data.

Define datasets

Name it, sketch the columns, get a slug. Each dataset is its own table you can chart, filter and aggregate.

Push over the API

A rate-limited ingest endpoint authenticated with your workspace key. One curl call and your numbers are live.

Server-side aggregation

Sum, count, average, min or max - grouped by any column. The maths runs on our side so the chart stays fast.

Every chart type

Bar, line, pie, number cards and raw tables. Pick a dataset, an x-key and a y-key, and the widget renders.

Composable dashboards

Drop widgets onto a board, reorder them, mix datasets. Build one board per client, team or KPI you care about.

Live, no spreadsheet

Numbers refresh from the dataset, not a CSV you re-upload every Monday. Pipe in webhooks and it updates itself.

From raw rows to a board

Three steps from data to dashboard.

No connectors to license, no separate BI seat to buy. The dataset, the API key and the chart builder all live in the same workspace as your deals and contacts.

  • Create a dataset
    Define the columns once. We give you a slug and an endpoint.
  • POST your rows
    Send JSON to /data/ingest/:dataset with your workspace key.
  • Chart it
    Add a widget, choose the aggregation, watch it draw itself.
Ingest a row
curl -X POST \
  c.clkly.xyz/v1/data/ingest/sales \
  -H "Authorization: Bearer clkly_mcp_…" \
  -d '{"region":"UK","revenue":4200}'
FAQ

Custom dashboard FAQs

What are custom dashboards?

Custom dashboards let you build your own views of CRM data with the charts and metrics you choose.

  • Drag in the widgets that matter to you
  • Mix sales, support and finance metrics
  • Save and share dashboards per team

Clkly gives you Power BI-style reporting on live data without exporting to another tool.

Related: Dashboard · Financial reports

Can I pull this data into other tools?

Yes - a rate-limited data API lets you feed CRM metrics into Power BI, sheets or your own apps.

  • Query the metrics you report on
  • Connect BI tools you already use
  • Keep one source of truth

The data API means your CRM numbers can live wherever your team reports.

Related: Connect your AI

Who can build and see dashboards?

Build dashboards for any role and control who can view each one with permissions.

  • Role-specific dashboards
  • Share read-only views
  • Keep sensitive metrics restricted

Tailored, permissioned dashboards put the right numbers in front of the right people.

Related: Permissions

Build the dashboard your business actually needs.

Datasets, data API and the chart builder are all in the box.

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