Dashboards

Create custom charts and reports. Turn your data into decisions with powerful visualizations and real-time insights. Easily share insights with your team. Export and distribute reports with a single click.

Understanding dashboards

Dashboards is the section in the sidebar where you manage your visualizations
Boards are individual dashboard pages that contain multiple charts
Charts are the visualizations within each board

Click Dashboards in the sidebar to see your boards, or click Add board to create a new one.

SQL Editor Autocomplete

Use a SQL editor to query your data however you want. The SQL editor supports autocomplete for:

Table names
Table columns
Clickhouse SQL keywords and functions

With Formo, your data is yours to query, transform, and export. You can also connect external BI tools directly to Formo.

Ask AI

Use the Ask AI feature from anywhere on the dashboard to build charts and explore your data. Ask AI to generate queries, explore patterns, surface anomalies, and recommend actions.

Ask AI can:

Build custom charts and save them to your dashboard
Answer questions about your data
Generate SQL queries based on natural language
Surface hidden insights and patterns

Text to SQL

Ask AI to write and fix SQL code based on your instructions.

Select your query in the SQL editor and share your thoughts to get AI-assisted query generation and debugging.

Chart Types

Here is the current list of supported chart types on Formo:

Funnel
User Flow
Retention
Table
Number
Bar
Line
Pie

Add beautiful, interactive visualizations that make your data easy to understand.

Export CSV

Export data into a CSV file for use elsewhere in your stack.

How to build your first dashboard

Create a custom dashboard with charts to track your key metrics. This guide walks you through creating charts using both SQL and the AI assistant.

Step 1: Create a board

Go to the Formo Dashboard
Select your project
Click Dashboards in the left navigation
Click Add board to create a new dashboard
Click Add Chart to add your first visualization

Step 2: Create a chart with Ask AI (Recommended)

The easiest way to create charts is using natural language:

Click Ask AI in the sidebar
Describe what you want to see:
- “Show me daily active users over the last 30 days”
- “What are my top 10 referrers by transaction count?”
- “Chart wallet connects by country this month”
AI generates the SQL query and chart
Click Save to Dashboard

Example prompts:

Prompt	What you get
”Daily unique wallets last 7 days”	Line chart of wallet connects
”Top pages by views”	Bar chart of page rankings
”Conversion funnel from visit to transaction”	Funnel visualization
”Week-over-week retention”	Retention cohort table

Step 3: Create a chart with SQL

For more control, write SQL directly:

Click New Chart > SQL Editor
Write your query using Formo’s schema
Click Run to preview results
Choose your visualization type
Click Save

Example: Daily active wallets

SELECT
  toDate(timestamp) AS date,
  countDistinct(address) AS unique_wallets
FROM events
WHERE type = 'connect'
  AND timestamp >= now() - INTERVAL 30 DAY
GROUP BY date
ORDER BY date

Use autocomplete (Ctrl+Space) to see available tables and columns. See the Data Schema for full documentation.

Step 4: Choose a visualization

After running your query, select the chart type that best represents your data:

Chart Type	Best for
Line	Trends over time
Bar	Comparing categories
Pie	Showing proportions
Number	Single KPI metric
Table	Detailed data exploration
Funnel	Conversion analysis
Retention	Cohort retention

Step 5: Organize your board

Arrange charts into a dashboard layout:

Open your board from Dashboards in the sidebar
Drag charts to rearrange
Resize charts by dragging corners
Group related metrics together

Recommended dashboard layout:

Top row: Key numbers (DAU, revenue, transactions)
Middle: Time-series trends
Bottom: Breakdowns and tables

Share insights with your team:

Export - Download individual charts as CSV
Share link - Generate a view-only dashboard link
BI tools - Connect Metabase, Tableau, or other tools via direct database access

Example: Weekly metrics dashboard

Here’s a starter dashboard with common metrics:

Chart	Query description	Type
WAU	Unique wallets last 7 days	Number
Daily trend	Visitors per day last 30 days	Line
Top referrers	Referrers ranked by visitors	Bar
Conversion rate	Visitors who transacted	Number
Country breakdown	Users by country	Pie

Use Ask AI to generate each chart, then arrange them on your dashboard.

Next Steps

Ask AI

Learn more about AI-powered analytics

Data Schema

Explore available tables and columns

BI Tools

Connect external visualization tools

Funnels

Build conversion funnels

Getting started

Features

Use Cases

Understanding dashboards

SQL Editor Autocomplete

Ask AI

Text to SQL

Chart Types

Export CSV

How to build your first dashboard

Step 1: Create a board

Step 2: Create a chart with Ask AI (Recommended)

Step 3: Create a chart with SQL

Step 4: Choose a visualization

Step 5: Organize your board

Example: Weekly metrics dashboard

Next Steps

Ask AI

Data Schema

BI Tools

Funnels

Getting started

Features

Use Cases

​Understanding dashboards

​SQL Editor Autocomplete

​Ask AI

​Text to SQL

​Chart Types

​Export CSV

​How to build your first dashboard

​Step 1: Create a board

​Step 2: Create a chart with Ask AI (Recommended)

​Step 3: Create a chart with SQL

​Step 4: Choose a visualization

​Step 5: Organize your board

​Step 6: Share your dashboard

​Example: Weekly metrics dashboard

​Next Steps

Ask AI

Data Schema

BI Tools

Funnels

Understanding dashboards

SQL Editor Autocomplete

Ask AI

Text to SQL

Chart Types

Export CSV

How to build your first dashboard

Step 1: Create a board

Step 2: Create a chart with Ask AI (Recommended)

Step 3: Create a chart with SQL

Step 4: Choose a visualization

Step 5: Organize your board

Step 6: Share your dashboard

Example: Weekly metrics dashboard

Next Steps