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Pick a goal below and follow the steps. Each workflow assumes you’re in the dashboard editor and can add widgets from the sidebar. For concepts and widget choices, see Dashboards. Not sure which widget to add? See Choosing the right widget on the Overview.

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Run a quantity takeoff

When to use: One model; you need element counts and optional area or length totals (e.g. for cost or schedule).
1

Add a Model Viewer and select your model

Drag Model Viewer onto the canvas. Select your project and model; pin a version if you need a specific state.
2

Add Element count for total elements

Drag Element count onto the canvas. It shows the total count; use page-level filters to slice by level, category, or family.
3

Add Total property value or Count by property for breakdowns

Add Total property value for area/length sums or Count by property for counts by Category, Type, or Family (Revit: Categories, Types, Families).
4

Use page-level filters to slice

Click a value in any chart or table to filter the whole dashboard (e.g. one level, one category).
5

Optionally add Element table to browse or export

Add Element table to see rows; customise columns, filter, and sort. Filter state is saved with the dashboard.
Outcome: Counts and breakdowns tied to the 3D model; filter state saved with the dashboard.

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Compare two versions of the same model

When to use: You want to see what changed between two versions (e.g. before/after a design round).
1

Add a Dual viewer or two Model Viewers

Add a Dual viewer and load both versions (first model / second model), or add two Model Viewer widgets and select the same project/model with different versions (pin each to a version).
2

Add widgets that support Compare mode

Add Element count or Total property value (or Count by property). In the widget’s data source setting, select both viewers and choose Compare mode.
3

Optionally sync the camera

If you have two viewers side by side, turn on Sync camera in each viewer’s sidebar so pan/zoom stays aligned.
Outcome: Side-by-side or compared counts and totals so you can see what changed between versions.

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Perform portfolio analysis

When to use: Multiple projects or models; you want combined totals or differences across them.
1

Add a Model Viewer per project or key model

Add a Model Viewer for each project (or key model) and select project/model for each.
2

Add widgets that support multiple data sources

Add Element count or Count by property and connect them to several viewers (use the widget’s data source setting).
3

Choose Aggregate or Compare mode

Use Aggregate mode to see combined totals across models; use Compare mode to see differences.
4

Use Sections to group by project or metric

Add Section widgets to group areas (e.g. by project or by metric).
5

Share the dashboard

Share via workspace access. Stakeholders see the same layout and data.
Outcome: One dashboard for portfolio-level counts and comparisons; stakeholders see the same view.

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Run a quick validation check

When to use: You want to check one or more properties against a rule (e.g. “doors must have fire rating”) and see pass/fail in the dashboard.
1

Add a Model Viewer and load your model

Drag Model Viewer onto the canvas and select project and model.
2

Add Property checker

Drag Property checker from the Basics group. In the widget settings, choose the property and define the rule (e.g. “exists”, “equals”, “matches pattern”).
3

View results and colorize the model

The widget shows pass/fail counts. Use the widget option to colorize the 3D viewer so you can see which elements pass or fail.
4

For full rulesets, use Model Validation

For many rules or reusable rulesets, add Model Validation and define or import a ruleset. See Data Validation.
Outcome: Pass/fail view for one property (Property checker) or a full ruleset (Model Validation); optional colorization in the viewer.

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Find models that use a specific family or type

When to use: You need to identify which models or elements use a given family (or category/type) so you can fix or flag them (e.g. auditing families, pre-upgrade checks).
1

Add Model structure or Families (Revit) or Count by property

Load the model(s). Use Model structure or Families (Revit) or Count by property to see family/category/type.
2

Search or filter by family name

Use the widget to search or filter by family name (or category/type).
3

Use Matches pattern in a filter

Add a filter with Matches pattern (e.g. family name *ProblemFamily* or %ProblemFamily%) to find matches.
4

For reusable rules, use Property checker or Model Validation

To flag this family in future, add Property checker or Model Validation and define a rule. See Data Validation.
5

Optionally pin the dashboard version

Pin the model version so the result is reproducible.
Outcome: List or count of models/elements using that family; path to validation if you want rules.

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Present a dashboard to a client

When to use: You want to share a read-only view or embed the dashboard in a presentation (e.g. Notion, Miro).
1

Arrange the layout and apply a theme

Resize and reorder widgets; add Section widgets to group content. In the Themes panel, choose chart and validation colors so the dashboard looks consistent.
2

Use the view link

Open the dashboard in view mode (not edit). Share that URL so recipients see the dashboard without edit controls. See Layout and sharing for view-only and sharing options.
3

Optionally embed elsewhere

You can embed dashboards in Notion, Miro, and other tools. For step-by-step guides, see Tutorials (filter by Dashboards & Insights).
Outcome: A shareable or embeddable read-only dashboard with a clear layout and theme.

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See also