Quick Start

Get up and running with Dashspace in less than 5 minutes

1/15/2025
beginner

Welcome to Dashspace! This guide will help you create your first AI-powered dashboard in less than 5 minutes.

By the end of this guide, you'll have connected your first integration and created a live dashboard showing real-time data.

Prerequisites

Before starting, make sure you have:

  • A Dashspace account (Sign up here)
  • Admin access to at least one tool you want to connect (Stripe, GitHub, etc.)
  • A modern web browser (Chrome, Firefox, Safari, or Edge)

Step 1: Connect Your First Integration

Let's start by connecting Stripe to visualize your revenue data.

1

Navigate to Integrations

Click on Settings β†’ Integrations in your dashboard sidebar.

2

Select Stripe

Find Stripe in the list and click Connect.

3

Authorize Access

You'll be redirected to Stripe. Log in and authorize Dashspace to access your data (read-only).

4

Configure Data Sync

Select which data types to sync:

  • Customers
  • Payments
  • Subscriptions
  • Invoices

Dashspace only requests read-only access. We never modify or delete your data.

Step 2: Create Your First Dashboard with DashAI

Now let's use DashAI to instantly generate a dashboard.

Simple Query Example

In the DashAI bar at the top of your screen, type:

Show me monthly recurring revenue for the last 6 months

Creates a line chart showing your MRR trend

revenuestripemetrics

Press Enter and watch Dashspace:

  1. Analyze your connected data sources
  2. Choose the optimal visualization
  3. Generate an interactive dashboard in ~8 seconds

What You Can Ask

Here are more examples to try:

Revenue Analytics

  • "MRR by country"
  • "Revenue growth rate"
  • "Average revenue per user"
  • "Churn rate trend"

Customer Insights

  • "New customers this month"
  • "Customer lifetime value"
  • "Top paying customers"
  • "Customer acquisition cost"

Step 3: Customize Your Dashboard

Once your dashboard is created, you can customize it to your needs.

Add More Modules

Click the + button on your dashboard to add more visualizations:

Add customer churn rate by cohort

Adds a cohort analysis table to your dashboard

customersanalytics

Organize Your Layout

  • Drag & Drop: Rearrange modules by dragging them
  • Resize: Drag corner handles to resize
  • Group: Create sections for related metrics

Apply Filters

Use the filter bar to refine your data:

  • Date ranges
  • Customer segments
  • Product categories
  • Geographic regions

Step 4: Set Up Alerts

Stay informed about important changes in your metrics.

1

Click on any metric

Hover over a metric and click the bell icon.

2

Configure alert conditions

Set thresholds like "MRR drops below $10,000" or "Churn rate exceeds 5%".

3

Choose notification method

Get notified via email, Slack, or in-app notifications.

What's Next?

πŸŽ‰ Congratulations! You've created your first Dashspace dashboard!

Here are your recommended next steps:

Connect More Tools

View all integrations to connect GitHub, Google Analytics, and more.

Master DashAI

Learn advanced query techniques to get more from your data.

Explore Templates

Use pre-built templates for common use cases.

Team Collaboration

Invite team members to collaborate on dashboards.

Need Help?