Dashboard Builder
Drag-and-drop dashboard creation with templates, widgets, sharing, and version history.
Dashboard Overview
The Dashboard Builder lets you create custom operational dashboards by arranging widgets on a grid canvas. Each widget is powered by a SQL query, a live data feed, or a pre-built visualization component. Dashboards are designed for persistent monitoring: pin them to your daily workflow and they keep you informed without requiring you to re-run notebooks or navigate between pages.
You can create unlimited dashboards, each with its own layout, widget configuration, and refresh schedule. Dashboards support dynamic parameter bars, version history, and sharing via public URL. They are the operational layer on top of the research desk's analytical layer.
Creating a Dashboard
Open the Dashboard Builder
From the research desk home page, click New Dashboard or navigate to an existing dashboard and click Edit. The builder opens in edit mode with a grid canvas and a widget panel on the right.
Add widgets from the panel
The widget panel lists all available widget types: SQL Query, Counter, Chart, Table, Data Feed, Markdown, and Embedded Notebook Cell. Drag a widget type onto the canvas grid to place it. Each widget snaps to the grid for clean alignment.
Configure each widget
Click any widget to open its configuration panel. For SQL widgets, write or paste a query. For Chart widgets, select the chart type and map data columns. For Counter widgets, specify the query that returns a single value and configure formatting.
Resize and arrange
Drag widget edges to resize. Drag the widget header to reposition. The grid supports widgets from 1x1 (counter) to 12x8 (full-width chart). Use the alignment guides to create clean layouts with consistent spacing.
Save and exit edit mode
Click Save to persist the layout. The dashboard switches to view mode where all widgets execute their queries and render live data. You can return to edit mode at any time to adjust the layout.
Widget Types
Each widget type serves a specific monitoring purpose. Combining multiple types on a single dashboard creates a comprehensive operational view.
| SQL Query Table | Executes a SQL query and displays results in a sortable, filterable table. Supports conditional formatting and row highlighting. |
| Chart | Renders a chart (line, bar, area, scatter, heatmap) from a SQL query result. Fully configurable axes, colors, and legends. |
| Counter / KPI | Displays a single metric value with large typography. Supports delta comparison, conditional coloring, and sparkline trend indicators. |
| Data Feed | Market data: whale transactions, liquidation events, funding rate updates, or sentiment shifts. |
| Markdown | Rich text widget for headers, labels, separators, and documentation within the dashboard layout. |
| Embedded Cell | Embeds the output of a specific notebook cell directly into the dashboard. Changes to the notebook cell automatically update the widget. |
| Alert Status | Displays the current state of your active alerts: how many are monitoring, recently triggered, and cooldown status. |
Template Library
Thrive ships with a library of pre-built dashboard templates designed for common trading workflows. Templates are fully functional dashboards that you can activate immediately or use as a starting point for customization.
Top-level market metrics: BTC dominance, total crypto market cap, aggregate funding, total OI, and fear/greed index. Six KPI counters with a full-width market heatmap.
Funding rates, OI changes, liquidation events, and long/short ratios across the top 20 assets. Auto-refreshes every 60 seconds.
Connected to your trade journal data. Shows open positions, unrealized P&L, daily/weekly performance, and risk exposure by asset.
Live view of all active divergences with severity indicators, duration tracking, and one-click navigation to asset detail pages.
Whale transactions, smart money flows, exchange netflows, and large transaction alerts. Pro+ data sources rendered in real time.
Historical signal accuracy by type, confidence tier, and asset. Rolling 30-day win rate, average return, and confidence calibration chart.
Start with templates
Parameter Bars
Parameter bars add dynamic filters to a dashboard. A parameter bar appears as a horizontal strip at the top of the dashboard with dropdowns, date pickers, and text inputs. When a user changes a parameter value, all widgets that reference that parameter automatically re-execute with the new value.
Common parameter bar configurations include an asset selector (switch the entire dashboard between BTC, ETH, SOL), a date range picker (filter all queries to a specific time window), and an exchange filter (view data from a single exchange or all exchanges).
Supported Parameter Types
| Dropdown | Single-select from a predefined list. Populate statically or from a SQL query (e.g., SELECT DISTINCT symbol FROM assets). |
| Multi-Select | Select multiple values. Injected into SQL as an IN clause: WHERE symbol IN ({{assets}}). |
| Date Range | Start and end date picker. Injected as timestamp filters in SQL queries. |
| Text Input | Free-form text field for custom filters. Useful for LIKE pattern matching or numeric thresholds. |
| Toggle | Boolean on/off switch for enabling or disabling optional query clauses. |
Version History
Every time you save a dashboard, Thrive creates a version snapshot. The version history sidebar shows all previous versions with timestamps and a visual diff of layout changes. You can preview any historical version and restore it with one click. This means you can experiment freely with layout changes knowing you can always revert.
Version history retains the last 50 versions per dashboard. Older versions are automatically pruned but the initial version and any manually starred versions are preserved indefinitely.
Sharing and Collaboration
Dashboards can be shared in two ways: via a private link that requires the recipient to have a Thrive account, or via a public link that anyone can view without authentication. Public links render a read-only snapshot of the dashboard with data refreshed at the time of viewing.
Share with specific Thrive users. Recipients see live data and can interact with parameter bars. They cannot edit the layout.
Generate a URL that anyone can open. Shows a read-only view with the latest data. Useful for sharing with colleagues who do not have Thrive accounts.
Copy an iframe embed code to display the dashboard inside Notion, Confluence, or any HTML page.
Scheduled Reports
Any dashboard can be scheduled to render and email as a report on a recurring basis. When a schedule triggers, Thrive executes all widget queries, renders the dashboard as a PDF and HTML email, and sends it to the configured recipients. This is ideal for daily market briefings, weekly portfolio reviews, or monthly performance reports.
| Frequency | Daily, weekly, or monthly. Daily reports run at a configurable time (default 08:00 UTC). Weekly reports run on a configurable day. |
| Recipients | Your own email by default. Add additional email addresses for team distribution. |
| Format | HTML email with inline charts and tables. PDF attachment with the full dashboard rendered at high resolution. |
| Credit Cost | Equal to a single full dashboard refresh. A 6-widget dashboard costs 30 credits per scheduled run. |
Scheduled report limits
Next Steps
Live Queries & Streaming
Add real-time data feeds and auto-refreshing widgets to your dashboards.
Advanced Research desk
Formula builder, backtesting, and query scheduling.
Notebooks & Cells
Build the analytical queries that power your dashboard widgets.
AI Features
Add AI-powered insight widgets to your dashboards.
