Your First Dashboard

Create a New Project

1. Log in to Squadbase and navigate to your Space > Projects, then click "Create Project"
2. Select Excel from the data source options and upload your file
3. Enter a project name (optional) and additional context about your data
   • The additional context helps the AI understand your data better
   • Example for the sample file: "This dataset contains 1,999 daily sales records organized by date, region, and product category. It includes sales metrics like revenue, quantity, and unit price, plus marketing data such as ad spend and promotion status."
4. Click "Create Project" to proceed

Let AI Analyze Your Data

1. Once the project is created, AI will begin analyzing your data
2. The AI may ask clarifying questions (e.g., how to handle empty fields)—make your selections and click Submit
3. After reviewing your data, the AI will suggest next steps. Choose the action you'd like to take

4. Select a step to execute the task. If you choose to create a dashboard, you'll see something like this:

Refine Your Dashboard

The AI-generated dashboard can be refined through continued conversation—iterate as many times as you need.

Example refinements:

Change the chart colors to blue tones

Set the title to "2026 Sales Summary"

Add a filter for month and year

You can also add entirely new dashboards. Click "Create AI Suggestion" from the thread list, and the AI will analyze your current data structure and dashboards to suggest new visualizations.

Share with Your Team

Once your dashboard is ready, share it with your team members.

1. Click the "Publish to Team" button in the top right corner
2. In the chat, AI will prepare the app for publication (checking for any issues)
3. Click Publish changes to start deployment. You can monitor progress from the deployment view

4. When deployment completes, access your app via "Open App" on the Project detail page