The Business Dashboard is where your data becomes actionable. It is the central hub for monitoring KPIs, tracking trends, and comparing performance across any time period.
What you will find here
The Business Dashboard section contains three sub-sections:
Overview -- Your primary dashboard. This is the first thing you see when you open the Business Dashboard. It displays the report you have designated as your default view, giving you an at-a-glance summary of the metrics that matter most.
Custom Reports -- Dashboards you build yourself. Each report is a collection of widgets (KPI cards) that you configure to track specific metrics from your data sources. You control what is shown, how it is displayed, and which date ranges apply.
Generated Reports -- Reports created automatically by the AI from your uploaded files. This section is coming soon and will surface insights without manual configuration.
How data flows to your dashboard
Your dashboards are powered by the data you bring into Butterflai. There are two paths:
Integrations -- When you connect a platform (Shopify, Meta, Google Analytics, etc.), Butterflai syncs your data automatically. The synced tables become available as data sources for your widgets.
Uploaded files -- CSV and Excel files you upload to the Document Library are processed and stored. Once processing completes, the AI discovers KPIs from the file's structure, and those KPIs become available for your widgets.
Every widget on your dashboard pulls live data from these sources. When the underlying data updates (via a new sync or a re-uploaded file), you can regenerate your widgets to reflect the latest numbers.
Getting started
Navigate to the Business Dashboard from the main sidebar. If this is your first visit, the Overview will be empty. Head to Custom Reports, create your first report, add widgets, and then set that report as your Overview to populate your landing page.