Using Dashboards
Last updated on 2025-03-07
Overview
Dashboards are a nice way for others to view and interact with your model. It shows your model's input variables at the top, with its charts underneath. You also have the option to show them a read-only spreadsheet view, too.
Dashboards can be useful in various contexts:
- For sharing with current or potential investors
- For collaborating with non-finance team members
- For model-builders that want to zoom out from the detail of the spreadsheet
This article contains the following sections:
Adjusting the Input
Dashboard viewers can adjust the value of the input variables to see what happens in different situations. These changes aren't saved to your model, unless they have edit access, in which case they'll see a Save changes button.
Each variable in the Inputs section of your model will appear as an adjustable input at the top of the Dashboard, see also Input Section under Using Sections.
The adjustable inputs section of the Dashboard is split up into tabs if variables are grouped. This makes it easy to navigate when there are lots of input variables.
If you don't want a variable to appear as an adjustable input, move it out of your model's Inputs section.
Adding Commentaries or Descriptions
You can add text on your dashboard and add comments alongside your visuals or metrics.
To create a comment, click the comment icon in the toolbar of the element that you want to comment on:
Comment option for charts
To add a description, click the settings icon 
on the top right of the dashboard and add a description in the Dashboard settings.