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How to build a sales analytics dashboard from scratch using ToolJet?

2025-09-10 1.6 K

Building a sales dashboard can be accomplished in five stages:

  1. Description of Requirements: Enter "Need to show bar charts of monthly sales, geographic distribution maps, and a table of Top 10 customers."
  2. Prototyping: The system automatically creates a data Kanban board containing the ECharts component to correlate the example dataset.
  3. data connection: Configure a real data source with natural language commands such as "Connect Q3 sales data from Salesforce".
  4. Style Optimization: Interactive adjustments via AI, e.g., "Mark the eastern region red and add a trend line."
  5. Privilege Deployment: Set departmental level access rights and generate audit log tracking functionality

The key trick is to utilize AI guidance support - type "/help" to get real-time advice on component configuration. Version control allows for rollback to historical designs at any time, and reviews can be initiated via @mentions when teams collaborate. For complex logic, deep customization can be done in conjunction with the low-code workflow editor.

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