Building & Using Custom Dashboards

Created by Kylah Brown, Modified on Fri, 5 Jun at 3:58 PM by Kylah Brown

Dashboards Guide

Building & Using Dashboards

Before you begin: Dashboards live in the left sidebar under Tools › Dashboards. To use a Custom (form) widget, you will first need at least one published form with a numeric field set to aggregate — see the Building & Using Forms guide.

What are Dashboards?

A dashboard is a live, at-a-glance view of the numbers that matter to you. Each dashboard is made up of widgets — small tiles that each show one metric, like active batches, harvest yield, or hours logged by your team. You can add as many widgets as you like, then resize and drag them into whatever layout works best.

Dashboards are flexible enough to track almost any part of your operation. Common uses include:

A cultivation view with plant counts, upcoming harvests, and yield per plant
A production view tracking active batches, cycle time, and batches behind schedule
A team view watching active worklogs, hours logged, and data-quality flags
A KPI board built from your own forms using Custom widgets

Every dashboard is either personal (just for you) or shared with your team, and widgets can refresh on their own so the numbers stay current while the dashboard is open.

Forms tie-in: The Custom widget type turns the data your team enters in forms into dashboard metrics. Any numeric form field you marked to aggregate can be summed, averaged, or counted here — so field readings flow straight into the KPIs you use to make decisions.

Creating a Dashboard

Start by creating an empty dashboard, then add widgets to it.

Step 1 Open the Dashboards page

In the left sidebar, under Tools, click Dashboards.
You will see two tabs: Mine (dashboards you own) and Shared with me (dashboards others have shared with you).

Step 2 Create a new dashboard

Click + New Dashboard in the top right (or Create your first dashboard if this is your first one).
Give the dashboard a clear Name — for example, “Cultivation KPIs” or “Production Floor.”
Leave the Personal dashboard toggle on to keep it just for you, or turn it off if you plan to share it with your team.
Click Create. Your new, empty dashboard opens, ready for widgets.

You can change the name and visibility at any time from the dashboard settings, so do not worry about getting it perfect now.

Tip: Name dashboards by who will use them or what they answer (“Morning Standup,” “Weekly Yield Review”) so the right board is easy to find later.

Dashboard Settings

The Settings panel is where you rename a dashboard, set who can see it, control how often widgets refresh, and duplicate or delete the whole board.

Step 3 Open and adjust dashboard settings

On the dashboard, click Settings (the gear icon) in the top right.
Edit the Name if you want to rename the dashboard.
Choose a Visibility: Personal (shows under your “Mine” tab) or Team (an organization label for boards meant to be shared).
Turn on Auto-refresh widgets if you want the data to update on its own, then pick an interval (30 seconds, 1, 2, 5, 15, or 30 minutes). The default is 5 minutes.
Click Save.

From this panel you can also Duplicate dashboard (handy for making a variation without rebuilding it) or Delete dashboard.

Tip: Setting a dashboard to Team is just an organization label — it does not grant anyone access on its own. To actually let people view it, you still need to share it (next section). Auto-refresh is great for a board left up on a wall display so it stays current without anyone touching it.

Sharing a Dashboard

Sharing lets other people view your dashboard. Shared users get read-only access — only you, the owner, can edit it.

Step 4 Share a dashboard

On the dashboard, click Share in the top right.
Under Users, search by name or email and select the people you want to share with.
Under Groups, search and select any groups that should have access (everyone in the group gets it).
Click Save.

Use Clear all to remove everyone you have selected and start over. Shared dashboards appear on the other person’s “Shared with me” tab.

Adding a Widget: The Custom (Form) Widget

Widgets are added one at a time from the Add Widget panel. The panel groups widgets by type across the top — Activity, Cultivation, Custom, Fulfillment, Procurement, Production, and Sales. We will walk through the Custom widget in full because it is the most configurable and it is how your forms become metrics.

Learn it once, use it everywhere: the options you set on the Custom widget — date range, polarity, comparison, chart, filters, and goal — are the exact same options used by every other widget type. Once you have configured this one, you know how to configure any widget in Hashio.

Step 5 Open the Add Widget panel

On your dashboard, click + Add Widget in the top right (or Add your first widget on an empty board).
At the top of the panel, make sure the Custom tab is selected. It is the default.
Click the Form metric card. The Preview panel on the right will say “Pick a form to see a preview” until you choose one.

Step 6 Choose your form and what to measure

Title — type a short label for the tile (for example, “Avg pH this month”).
Help / note (optional) — add a sentence explaining the metric. It shows as a tooltip on the tile, which is helpful for people you share the dashboard with.
Form — choose one of your published forms from the dropdown. You can target a specific version if a form has more than one (for example, “Test (v2)” vs. “Test (v1) — older”).
Metric field — pick which numeric field from that form you want to measure. (This stays greyed out until you select a form.)
Aggregation — choose how to roll the values up: Sum, Average, Count, Min, or Max.

Only numeric fields that you marked to aggregate when you built the form will be available here — another reason to set that up in the form first.

Step 7 Set the display, comparison, and goal options

These controls appear on the Custom widget and, in the same form, on most other widget types too.

Date range — pick the window the metric covers: Last 24h, Last 7 days, Last 30 days, Week to date, Month to date, Quarter to date, Year to date, or Custom (which lets you set exact start and end dates).
Direction (polarity) — tell Hashio which way is good: Higher is better, Lower is better, or Neutral. This controls the colors, so a downward trend on a “Lower is better” metric (like cycle time) shows green instead of red.
Comparison — turn on Show vs prior period to display how the current number compares to the period before it.
Chart — choose how the tile looks: None (just the number), Line, Vert bars, or Horiz bars. (Some chart types are only available for certain metrics.)
Filters — click + Add filter to narrow the data the widget uses.
Goal — for a week, month, quarter, or year range, you can enter a target number to track progress against.
When everything looks right in the Preview, click Add Widget.

Goals are only available for week, month, quarter, and year ranges — not the rolling “Last 24h / 7 days / 30 days” ranges.

Tip: Set Direction (polarity) thoughtfully — it is what makes your dashboard readable at a glance. When green always means “good” and red always means “needs attention,” anyone can scan the board and know where to look.

Using the Other Widget Types

Every other tab works exactly like the Custom widget you just built — there is no new process to learn. The only real difference is where the number comes from: instead of pulling from one of your forms, these pre-built widgets are calculated by Hashio from your live operational data. You still set them up with the same options from Steps 6 and 7 (date range, direction, comparison, chart, filters, and goal). To add one: pick a tab, choose a ready-made metric card, adjust its options, and click Add Widget. A few things to know as you browse them:

Each metric card shows only the options that apply to it. Most share the common controls above (date range, direction, comparison, goal), and some add their own — for example, “Upcoming harvests” has a Window (days) field and “Stale open worklogs” has a Staleness threshold.
Some widgets have no options at all and are ready to save the moment you pick them.
Many widgets show a Drill-through link in the preview. Use Copy link or Open to jump straight to the underlying records behind the number.
A few metrics rely on data being set up first (for example, “Avg yield per sqft” needs canopy square footage recorded on your Metrc locations).

Here is what each category offers:

Activity (team & labor)

Widget	What it shows
Active worklogs	Snapshot of users currently signed in.
Total time logged (hours)	Hours logged across closed worklogs in the selected range.
Worklogs missing outputs	Closed worklogs on output-required steps that recorded none.
Anomalous worklogs	Worklogs flagged by the anomaly check (over 8 hours, or output well off the step average).
Stale open worklogs	Signed-in worklogs older than your staleness threshold — usually forgotten clock-outs.
Output form skipped	Worklogs where the user signed out using “skip output.”
Time logged by user	Hours logged per team member across the range.

Cultivation (plants & harvests)

Widget	What it shows
Plants by phase	Live plants grouped by growth phase.
Harvest yield	Total dry (or wet / waste) weight harvested in the range.
Harvests completed	Count of harvests finished in the selected range.
Overdue harvests	Cultivation batches whose expected harvest date has passed.
Upcoming harvests	Cultivation batches with an expected harvest date within a set window.
Active plants	Total live plants (not harvested, not destroyed).
Avg yield per plant	Average grams of dry yield per harvested plant in the range.
Avg yield per sqft	Average dry yield per square foot of canopy in the range.
Batches by phase	Cultivation batches grouped by current cultivation phase.
Plants planted	Count of plants with a planted date in the selected range.

Fulfillment (orders & manifests)

Widget	What it shows
Lead time (days)	Average days from order date to ship date.
Orders shipped	Count of orders with the chosen “shipped” statuses in the range.
New orders	Count of orders created in the selected range.
Order status breakdown	How current orders are distributed across statuses.
Order value	Total order amount across the selected range.
Manifests created	Count of manifests created in the selected range.
Manifest status breakdown	How current manifests are distributed across statuses.
Late orders	Open orders older than your lateness threshold.

Procurement (purchase orders & receiving)

Widget	What it shows
Open POs	Purchase orders committed but not fully received.
Receivable this window	POs with an expected end date within a set window.
Late receivables	POs past their expected end date that are not fully received.
On-time receipt rate	Percent of receivables received on or before their PO date.
Procurement spend	Total PO line-item cost across orders in the range.
PO status breakdown	How current POs are distributed across statuses.
Avg receipt cycle (days)	Average days from PO order date to date received.

Production (batches & steps)

Widget	What it shows
Active batches	Count of batches currently in progress.
Batches behind schedule	Open batches whose due date has passed.
Cycle time (days)	Average days from batch start to completion.
Batches completed	Count of batches completed in the selected range.
Batch status breakdown	Batches grouped by status.
Batches with active steps	Open batches with at least one step in progress.
Batches without yields	Batches with no recorded yields — often a sign work is in progress.
Active steps	Steps that are started but not yet complete.
Batches with open issues	Batches with at least one open (non-closed) issue attached.

Sales (invoices & CRM)

Widget	What it shows
Open invoices ($)	Total unpaid balance across Open and Overdue invoices.
Overdue invoices ($)	Total unpaid balance across Overdue invoices only.
Invoice status breakdown	Count of invoices grouped by status.
Order volume	Count of B2B orders created in the selected range.
Order value	Total B2B order amount across the range.
Interactions logged	Count of CRM interactions logged in the selected range.
Customers with activity	Distinct customers who had at least one interaction in the range.
Inactive customers	Customers with no logged interactions in a set window.

Managing & Arranging Your Dashboard

Each widget can be edited, copied, or removed on its own, and you can lay the whole board out however you like — including a full-screen view for meetings or wall displays.

Step 8 Edit, duplicate, or remove a widget

Hover over a widget tile to reveal its action icons in the top-right corner.

Edit — reopens the same window you used to add the widget. Change the metric, date range, chart, or any other option, then save to apply it.
Duplicate — drops an identical copy of the widget onto the dashboard. This is the fastest way to show one metric two ways: copy it, then edit the copy to change just the date range or chart.
Remove — deletes the widget from the dashboard.

Step 9 Resize and move widgets

Drag a widget by its top edge to move it to a new spot on the dashboard.
Drag a widget’s corner or edge to make it larger or smaller.
Add as many widgets as you need — there is no limit — and arrange them into a layout that tells the story you want.

Put your most important numbers at the top left, where the eye lands first.

Step 10 View the dashboard full screen

Click Fullscreen in the top right to expand the dashboard for a meeting or a wall display.

Heads up: the first time you use Fullscreen in a session, it may take two clicks. This is expected.

Tip: Pair Fullscreen with Auto-refresh (from Dashboard settings) to turn any screen into a live operations board that updates on its own throughout the day.

You are now ready to build dashboards that bring your most important numbers into one place. Start with one board and a few key widgets, share it with the people who need it, and grow from there — adding Custom widgets from your forms as your team captures more data in the field.

Related guides:

Building & Using Forms — the source of data for Custom widgets
Setting Up Workflows
Using the Workstation Beta