> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cryptique.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Boards

> Create dashboards to organize and share your analytics

## Overview

Boards are customizable dashboards that combine multiple visualizations, reports, and content into a single view. Use boards to monitor key metrics, share insights with your team, and tell data stories.

## Components

Boards can contain various types of components:

### Visualizations

Charts from your reports:

| Type          | Description                                               |
| ------------- | --------------------------------------------------------- |
| **Insights**  | Line charts, bar charts, pie charts, tables, metric cards |
| **Funnels**   | Funnel visualizations showing conversion                  |
| **Retention** | Retention tables and curves                               |
| **Flows**     | Sankey diagrams showing user paths                        |

### Content Elements

| Element      | Description                            |
| ------------ | -------------------------------------- |
| **Text**     | Markdown-formatted text blocks         |
| **Headers**  | Section headers to organize your board |
| **Images**   | Uploaded images or linked graphics     |
| **Videos**   | Embedded video content                 |
| **Dividers** | Visual separators between sections     |

## Creating a Board

<Steps>
  <Step title="Create New Board">
    Navigate to **Boards** and click **New Board**
  </Step>

  <Step title="Add Components">
    Click **+ Add** to add visualizations or content:

    * **Add Report**: Insert a saved report
    * **Add Text**: Insert text/markdown
    * **Add Image**: Upload or link an image
    * **Add Video**: Embed a video
    * **Add Divider**: Insert a visual break
  </Step>

  <Step title="Arrange Layout">
    Drag and drop components to arrange them. Resize by dragging edges.
  </Step>

  <Step title="Save">
    Click **Save** and give your board a name
  </Step>
</Steps>

## Adding Reports to Boards

### From a Report

1. Build or open a saved report
2. Click **Add to Board**
3. Select existing board or create new
4. Report appears on the board

### From the Board

1. Open your board
2. Click **+ Add** → **Add Report**
3. Browse or search saved reports
4. Select and position the report

## Layout & Styling

### Grid System

Boards use a flexible grid for layout:

```
┌─────────────────────────────────────────────────┐
│ [Header: KPIs]                                   │
├──────────────────┬──────────────────────────────┤
│                  │                               │
│   Metric Card    │        Line Chart             │
│   (1x1)          │        (2x1)                  │
│                  │                               │
├──────────────────┼──────────────────────────────┤
│                  │                               │
│   Pie Chart      │        Funnel                 │
│   (1x1)          │        (2x1)                  │
│                  │                               │
├──────────────────┴──────────────────────────────┤
│ [Divider]                                        │
├─────────────────────────────────────────────────┤
│                                                  │
│              Retention Table (3x1)               │
│                                                  │
└─────────────────────────────────────────────────┘
```

### Resizing Components

* Drag corner/edges to resize
* Snap to grid for alignment
* Minimum sizes vary by component type

### Reordering

* Drag components to new positions
* Components shift to accommodate
* Use dividers to create sections

## Sharing Boards

### Team Sharing

Share with specific team members:

1. Click **Share** on your board
2. Enter team member emails
3. Set permissions:
   * **View**: Can see but not edit
   * **Edit**: Can modify the board

### Public Links

Create view-only public links:

1. Click **Share** → **Create Public Link**
2. Copy the generated URL
3. Anyone with the link can view (not edit)

<Note>
  Public links show a snapshot of the data. Consider data sensitivity before sharing externally.
</Note>

## Board Permissions

| Role        | View | Edit | Share | Delete |
| ----------- | ---- | ---- | ----- | ------ |
| Owner       | ✅    | ✅    | ✅     | ✅      |
| Editor      | ✅    | ✅    | ❌     | ❌      |
| Viewer      | ✅    | ❌    | ❌     | ❌      |
| Public Link | ✅    | ❌    | ❌     | ❌      |

## Example Boards

### Executive Dashboard

```
┌─────────────────────────────────────────────────┐
│ [Header] Key Metrics This Week                   │
├────────┬────────┬────────┬─────────────────────┤
│  WAU   │ Txns   │ Volume │   Conversion Rate   │
│ 12.5K  │ 45.2K  │ $2.3M  │       8.5%          │
├────────┴────────┴────────┴─────────────────────┤
│                                                  │
│         Weekly Active Users (Line Chart)         │
│                                                  │
├─────────────────────────────────────────────────┤
│                                                  │
│      Transaction Volume by Chain (Bar Chart)     │
│                                                  │
└─────────────────────────────────────────────────┘
```

### Acquisition Board

```
┌─────────────────────────────────────────────────┐
│ [Header] Marketing Performance                   │
├─────────────────────────────────────────────────┤
│                                                  │
│    Traffic Source → Wallet Connect Funnel        │
│                                                  │
├──────────────────┬──────────────────────────────┤
│                  │                               │
│ By Source (Pie)  │  Conversion by Source (Bar)   │
│                  │                               │
├──────────────────┴──────────────────────────────┤
│                                                  │
│       Post-Wallet Connect Flows (Sankey)         │
│                                                  │
└─────────────────────────────────────────────────┘
```

### Product Health Board

```
┌─────────────────────────────────────────────────┐
│ [Header] User Engagement                         │
├──────────────────┬──────────────────────────────┤
│                  │                               │
│  DAU/WAU Ratio   │     7-Day Retention Curve    │
│                  │                               │
├──────────────────┴──────────────────────────────┤
│                                                  │
│           Weekly Retention Table                 │
│                                                  │
├─────────────────────────────────────────────────┤
│                                                  │
│    Feature Usage by User Segment (Stacked Bar)   │
│                                                  │
└─────────────────────────────────────────────────┘
```

## Best Practices

### Organize Logically

Group related metrics together:

```
✅ Good organization:
- KPIs at top
- Detailed breakdowns below
- Related metrics grouped
- Clear section headers

❌ Poor organization:
- Random metric placement
- No visual hierarchy
- Missing context
```

### Design for Your Audience

```
Executive board:
- High-level KPIs
- Trend lines
- Minimal detail

Analyst board:
- Detailed breakdowns
- Multiple dimensions
- Tables with raw data

Team board:
- Actionable metrics
- Target comparisons
- Recent changes
```

### Keep It Focused

```
✅ Good: 5-8 focused components per board
   → Easy to scan, clear story

❌ Avoid: 20+ components crammed together
   → Information overload
```

### Use Text for Context

Add explanatory text:

```
[Header] Conversion Funnel

[Text] This week's funnel shows a 15% improvement in
wallet-to-transaction conversion. The main driver is
our new onboarding flow launched on Monday.

[Funnel Chart]
```

### Refresh Considerations

Board data refreshes when viewed. For large boards:

* Consider splitting into multiple boards
* Use summary views for dashboards
* Link to detailed reports

## Managing Boards

### Duplicating

1. Open board
2. Click **...** → **Duplicate**
3. Modify the copy as needed

### Deleting

1. Open board
2. Click **...** → **Delete**
3. Confirm deletion

<Warning>
  Deleting a board is permanent. The saved reports within are not deleted—only removed from the board.
</Warning>

### Organizing

Use folders or naming conventions:

```
Boards:
├── [Exec] Weekly KPIs
├── [Exec] Monthly Review
├── [Product] Feature Adoption
├── [Product] User Flows
├── [Marketing] Campaign Performance
└── [Marketing] Channel Analysis
```

## Next Steps

<CardGroup cols={2}>
  <Card title="Insights" icon="chart-line" href="/analysis/reports/insights">
    Create charts for your board
  </Card>

  <Card title="Cohorts" icon="users" href="/analysis/cohorts">
    Segment data on boards
  </Card>
</CardGroup>