🚦Dashboards

Dashboards are your command center in Cycle - where you can slice & dice, drill into the details, and explore your product feedback like a pro.

They’re fully customizable so you can build views that match your workflows, priorities, and processes.

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Navigating your dashboards

Dashboards are made of two parts: Filters and Results.

• Use filters to surface the most relevant quotes - so you can make sharp, data-driven product decisions.

• Filters can rely on your customer data (ARR, lead status, renewal date...) or Cycle-native fields (Product Areas, Request Type, etc.).

Once your filters are set, you’ll get a list of Results - ranked by what matters to you (e.g. number of quotes, $ impact…).

Each result is interactive, so you can click through to explore requests or customer profiles in more detail. Need a bird’s-eye view? You can generate a Summary in one click to get the big picture before diving into specifics.

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Dashboard Editor (Add-on)

The Dashboard Editor is a powerful add-on in Cycle that lets you build fully customized dashboards on top of your feedback, quotes, and requests datasets. Whether you're visualizing product feedback trends, team responsiveness, or surfacing high-impact features, the editor gives you full control over layout, filters, and visualizations - no engineering required.

This feature is available as a paid add-on. Reach out to your Cycle contact or request is directly in-app to activate it in your workspace.

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Getting Started

To edit an existing dashboard:

1. Go to your Dashboards section.

2. Open the dashboard you want to work on.

3. Click on Edit dashboard button in the top right part of your screen.

As you can see the editor has three main areas:

• Top bar: controls for layout, sharing, version history, and adding items

• Canvas: your design area, where you place and arrange charts and filters

• Sidebar: tools for editing items, working with datasets, adding filters, and adjusting settings

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Adding Charts

Click Add Item → choose a chart type (e.g. Bar, Line, Table) → drag it onto the canvas.

• Use the handles to resize charts.

• Drag-and-drop to reposition elements.

• Hover over a chart to access:

  • Data: configure what data the chart shows

  • Settings: customize appearance and interactivity

  • Clone: duplicate the chart

  • Delete: remove it (with undo option)

Example

Visualize the number of quotes per company:

1. Add an empty bar chart to the canvas.

2. Drag Company to Category.

3. Drag id to Measure → set aggregation to count.

Save time with our AI chart builder:

• Click Add Item → go to the Suggestions tab to choose from a gallery of recommended charts based on your dataset.

• Or use the Prompt tab to type what you want (e.g. “Show open requests per team”).

Charts added via AI can be edited just like any manually created one.

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Customizing Charts

Charts can be styled and configured:

• Go to Settings for appearance options

• Define interactivity (e.g. drilldowns, links, click events)

• Set chart-specific formats (orders & limits, currency, %s, etc.)

• Enable/disable download options for viewers (CSV, PNG, etc.)

You can also set up alerts to be notified when chart data meets certain thresholds:

→ Configure the criteria, frequency, and delivery channels (email, sms, etc.)

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Filtering Data

Chart-level Filters

Each chart can have its own filters:

• Click the Data button on the chart → Add filter

• Choose column, filter type, and values

Dashboard-level Filters

But you can also apply filters that apply to all the charts in your dashboard:

• Go to the Filters section in the sidebar

• Under the Dashboard filters section, click on add a filter

Interactive filters

Finally, you can also add any type of interactive filter (slider, dropdown, etc.) on the canvas itself:

• Click on Add Item, choose a filter and drag it onto the canvas

• You can adjust the options of the filter and specify which charts it should update

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Version History

Cycle autosaves your dashboards as you edit. But what if you accidentally deleted a chart??

→ No worries, the dashboard editor comes with its own version history. Letting you easily recover any lost work with a couple of clicks.

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Best Practices

• Use clear naming conventions for charts and filters

• Avoid overcrowding, group related metrics into separate dashboards

• Use interactive filters to allow viewers to explore data on their own

• Don't start from scratch! Duplicate one of our provided templates and start improving that one.

Column Names

Currently, every row in a dashboard dataset corresponds to a quote in Cycle, a snippet of user-submitted feedback. Below is the complete list of available columns, with a short description.

Reference Table

Column	Description
productId	Unique ID of the product/workspace.
productSlug	URL-friendly identifier (slug) of the product/workspace.
createdAt	Date when the quote was created.
id	Unique ID of the quote.
title	Quote content, without HTML formatting.
htmlContent	Quote content, including HTML formatting.
aiState	AI tagging status: AI created, User validated, or blank if created manually by a user.
sourceId	Internal ID of the feedback source.
sourceType	Platform where the feedback was submitted (e.g. Slack, Intercom, Cycle).
sourceUrl	Direct link to the original feedback message.
parentId	ID of the request (feature, bug, problem, etc.) that this quote is linked to.
parentTitle	Title of the linked request.
parentTypeId	ID of the request type.
parentTypeName	Name of the request type (e.g. Feature, Bug, Problem).
productAreaId	ID of the product area linked to the request.
productAreaName	Name of the product area.
productAreaCategoryId	ID of the product area category.
productAreaCategoryName	Name of the product area category.
statusId	ID of the current request status.
statusName	Status name (e.g. To-do, To-prioritize, Shipped).
reporterId	ID of the person who submitted the quote.
reporterEmail	Email address of the reporter.
customerId	ID of the customer who submitted the feedback.
customerEmail	Email address of the customer.
companyId	ID of the company associated with the feedback.
companyName	Name of the company.
arr	Annual Recurring Revenue (ARR) of the company.
numberOfEmployees	Number of employees at the company.
country	Country where the company is based.
industry	Industry sector of the company.
leadStatus	Sales lead status from your CRM.
closeDate	Date when the deal with the company was closed.
feedbackCreatedAt	Date when the original feedback was submitted.

Some columns (like Timeline, Importance, or ARR filter) depend on your workspace setup. These are either custom properties or computed fields and may not appear in every dashboard by default.