> For the complete documentation index, see [llms.txt](https://docs.riff.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.riff.ai/archive/quick-start-tutorials-legacy-staging/quickstart-dashboard.md).

# Quickstart: Dashboard

You'll connect to a Google Sheet (sales data, leads, metrics — whatever you track there), sync it to your database, and build a visual dashboard with charts and key stats. Update the sheet, refresh the dashboard. That's it.

**Perfect for:** Sales pipelines, marketing metrics, project tracking, inventory, any data living in spreadsheets.

### Features

* **Google Sheets connection**: Read data from any sheet you have access to
* **Automatic sync**: Pull fresh data with one click or on a schedule
* **Database storage**: Query and filter faster than Sheets formulas
* **Visual dashboard**: Charts, tables, key metrics — designed how you want
* **Live updates**: Change the sheet, refresh the dashboard, see new data

### Create your Google Sheets dashboard

{% stepper %}
{% step %}

#### Step 1 - Create an account

Go to **riff.ai** and sign up.
{% endstep %}

{% step %}

#### Step 2 - Describe your dashboard

Paste this into the prompt box:

> Build a sales dashboard connected to Google Sheets.
> {% endstep %}

{% step %}

#### Step 3 - Confirm the plan → Build

Riff will generate a Riff Card — the build plan. Review it. Adjust if needed. Click **Confirm plan → Build project**.
{% endstep %}

{% step %}

#### Step 4 - Connect Google Sheets integration

When the agent asks to connect Google Workspace, click **Connect**.

You'll authenticate with your Google account. This gives Riff read access to sheets you choose.

{% hint style="info" %}
**Tip:** The agent will ask for your Sheet ID. Get it from your Google Sheets URL: <https://docs.google.com/spreadsheets/d/{sheet\\>\_ id}/edit
{% endhint %}
{% endstep %}

{% step %}

#### Step 5 - Complete the tasks

Your workspace is live. The agent creates a task list and runs until it needs input.

Typical first tasks:

* Set up Google Sheets API integration
* Create database table (deals)
* Build sync endpoint (fetch from Sheets → save to DB)
* Create dashboard UI with charts
* Add refresh button and last-synced timestamp
* Calculate key metrics (pipeline value, win rate, etc.)

The agent handles most of this automatically. You may need to:

* Confirm the Sheet ID
* Choose which columns map to which fields
* Adjust chart types if you prefer different visuals

{% hint style="info" %}
**Tip:** If your Sheet has different columns, tell the agent: "My columns are: Opportunity Name, Value, Sales Stage, Assigned To, Created Date"
{% endhint %}

The agent updates the sync logic.
{% endstep %}

{% step %}

#### Step 6 - Test your dashboard

**Add sample data to your Google Sheet:**

Open your Google Sheet and add a few rows:

Save the sheet.
{% endstep %}

{% step %}

#### Step 7 - Optional: Schedule automatic syncs

Don't want to click Refresh? Ask the agent:

"Schedule automatic syncs every hour during business hours (09:00-18:00 Monday-Friday)"

The agent creates a scheduled job. Your dashboard stays fresh automatically.
{% endstep %}

{% step %}

#### Step 8 - Deploy

When it looks right: **Deploy** → choose a short URL → **Deploy app**.

Your dashboard is now live. Share the URL with your team. Everyone sees the same data, always up to date.
{% endstep %}
{% endstepper %}

<table data-view="cards"><thead><tr><th align="center"></th><th></th><th data-hidden data-type="files"></th></tr></thead><tbody><tr><td align="center"><strong>Marketing Metrics Dashboard</strong></td><td>Build a dashboard that takes a Google Sheet of HubSpot deals as input, calculates stage conversion rates, win rate, cycle time and stuck days by pipeline and owner, and outputs charts and a downloadable CSV. Trigger daily at 08:00 and via a Refresh button.</td><td></td></tr><tr><td align="center"><strong>Project Tracker</strong></td><td>Tasks by status (todo/in progress/done), overdue items, workload by person, upcoming deadlines</td><td></td></tr><tr><td align="center"><strong>Inventory Monitor</strong></td><td>Low stock alerts, items to reorder, stock value,<br>inventory turnover rate</td><td></td></tr><tr><td align="center"><strong>Weekly Team Metrics</strong></td><td>Churn risk (red if no login in 30 days), revenue by segment, NPS trend, customers needing attention</td><td></td></tr><tr><td align="center"><strong>Customer Health Scores</strong></td><td>Velocity trend, capacity vs actual, blocked work,<br>top performers this month</td><td></td></tr></tbody></table>


---

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