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Dashboard tour

If you're a stakeholder jumping into a dashboard that your team has shared with you - this page will walk you through what you need to know!

Dashboards allow you to view and interact with your team's models and data in Causal, without editing the underlying spreadsheet.

The top section

Play with anyinputs to see what happens in different situations (e.g. change inflation from 3% to 5% and see how that affects the outputs in your charts/tables)
- These changes aren't saved to the model, unless you have edit access, in which case you'll see a "Save changes to model" button at the top-right (or you can hit Reset).
Switch between any Scenarios, Versions or Views (if the model builder has created them in the model that you're viewing)
Switch between models (if there are multiple linked models, e.g. go from the Headcount dashboard to the P&L dashboard)
Toggle between the read-only spreadsheet and the dashboard (if the model builder has enabled the read-only spreadsheet view)

After the top section, there are charts, tables, and text that summarize the key outcomes of the model. Here, you can:

Select/de-select different time roll-ups (e.g. change from quarterly to yearly)

Select different filters on charts to slice and dice the data that you're looking at

Drill-down into the underlying detail on tables (if the model builder has enabled)