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Dashboards & reporting

For Data teams

Dashboards people can act on, not just read

Build dashboards on Snowflake, BigQuery, Databricks or Postgres, and let people correct a number or approve the next step from the same screen. Each viewer sees only the rows their role allows.

Saltmarsh & Co. Markdown Manager: waste by category bar chart, store selector and SKU table with markdown percentages and Approve batch

One rule for who sees what

Write access by region, site or account once, and every chart and table applies it. A clinic manager sees one clinic. A regional director sees the region.

Queries that watch the bill

Set row limits, scan limits and caching per dashboard, so a busy Monday morning doesn't turn into a warehouse invoice nobody expected.

From chart to action

Next to each chart, people can fix a record, assign an owner or approve a batch, and every action lands in the Logbook.

01 — In production

How Fennimore Health gave 31 clinics one view of staffing

“Clinic managers build their own rota tools on Stockroom, and the row-level rules mean nobody sees a patient outside their site.”

Priya Raman

Director of Data, Fennimore Health

Read the story

Quiet outpatient treatment room with a padded exam table, teal wall and frosted window
Fennimore Health logo

31 clinics on one rota app, with access by site

Quiet outpatient treatment room with a padded exam table, teal wall and frosted window
Fennimore Health logo

31 clinics on one rota app, with access by site

  • Kettleby Freight logo
  • Halden Mutual logo
  • Tessaly logo
  • Brackwater Energy logo
  • Quenby logo
  • Fennimore Health logo
  • Saltmarsh & Co. logo
  • Brennock Precision logo

03 — What it includes

What makes a dashboard worth opening

Charts from a sentence

Ask for "waste by category for the last 30 days, by store" and get the query and the chart together. Both stay editable.

Filters people keep

Date ranges, regions and segments stay set for each viewer, and shared links carry the same filters.

One access rule everywhere

Every chart, table and export applies the same row-level rule, so a filter can't reveal data a role shouldn't see.

Write-back where it helps

Let people correct a forecast, add a note or flag a record, written to a table your data team controls.

Scheduled snapshots

Jobs send a PDF or a Slack summary every morning, built from the same governed queries.

Warehouse costs in view

Each query records its runtime and scan size in the Logbook, so you can see which dashboard costs what.

05 — FAQ

What teams ask about dashboards

How is this different from our BI tool?

Can viewers see only their own region or site?

Will dashboards slow down our warehouse?

Can we embed a dashboard in another tool?

Can people export the data?

Who maintains the queries?

Put the numbers in front of the people who act on them

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