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Control layout, themes, and who can view or edit your dashboards.

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Layout and widgets

All widgets share common controls: Remove, Change Data Source, Full Screen, and Settings. Chart widgets also offer Chart Style and Local Filters. Some chart widgets allow visual customisation such as labels and margins in their settings. You can drag widget edges or corners to resize. Use Section widgets to group parts of the dashboard and improve navigation. To remove a widget in editor mode, select the widget (click it), then open the menu (⋮) in the widget sidebar and choose Delete, or press Delete (Del) on the keyboard. Confirm in the dialog. The widget is removed from the dashboard. Layout, widget positions, filter state, and pinned versions are saved with the dashboard. When you share the dashboard, others see the same layout and state.
1

Add sections to group areas

Drag Section from the widget panel onto the canvas to group areas (e.g. “Takeoff”, “Validation”). Add widgets inside each section.
2

Resize widgets

Drag widget edges or corners to resize.
3

Reorder widgets

Drag widgets by the header to reorder. Layout and filter state are saved with the dashboard.
Yes. Select the widget (click it), open the menu (⋮) in the widget sidebar, and choose Duplicate. A copy of the widget is added to the canvas with the same settings.
There’s no hard limit, but dashboard performance may decrease with very large numbers of widgets.
Yes. Select the widget, open the menu (⋮) in the widget sidebar, and choose Lock widget. A locked widget cannot be moved or resized. Choose Unlock widget from the same menu to allow editing again.
No. There is no undo for layout changes. If you delete a widget by mistake, add a new widget of the same type from the sidebar and configure it again, or duplicate another widget if you have one with similar settings.
Some widgets support export: tables can export to CSV, RenderGenie can export an image, and Model Validation has its own interface for importing and exporting rulesets and interop. There is no single “export dashboard” to PDF or image for the whole dashboard.
Dashboards run in the browser and BIM models can be large—the browser and your device are the main factors. Large models are slow to load, and all widgets depend on the data source loading. Running many Model Validation rules (e.g. 2000) against a large model also takes time to compute; results use page caching. Properties-over-time widgets use Speckle Automate to store prior results.
There are no hard limits, but see “Why is my dashboard slow?”—large numbers of models or widgets can affect performance.

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Themes

Dashboard UI (light/dark) follows your workspace or system preference. Use the theme toggle in the dashboard or workspace settings when available. Chart and validation colors use a Themes panel in the dashboard sidebar. Open the sidebar and select Themes to pick a preset color palette or choose Custom to define your own colors for charts and pass/fail styling. The selected theme is saved with the dashboard. See this video for instructions on how to apply color coding and change the theme.

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Sharing and permissions

Dashboards are shared at the workspace level. Anyone with access to your workspace can view and edit dashboards according to their workspace role. To control who can view or edit, manage roles and permissions for your workspace. You can duplicate an existing dashboard (from the dashboard list or dashboard menu). Duplicating a dashboard copies its layout, widgets, and settings so you can use it as a template—for example, create a standard dashboard once and duplicate it for new projects or teams.
1

Save the dashboard

Ensure the dashboard is saved (layout and filter state are stored automatically).
2

Invite users or adjust roles

Invite users to the workspace or adjust roles so they have the access you want.
3

Share the dashboard or workspace link

Share the dashboard link or workspace link. Recipients see the same layout and data according to their role.

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How to share a dashboard in Speckle Intelligence

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How to present a dashboard in Speckle Intelligence

Dashboards let you analyze model data through charts, tables, and 3D visualizations. You can track properties, compare model versions, identify changes, and create visual reports for your team.
No. Dashboards are available to all users on your plan. You need access to the workspace and projects you want to analyze.
Yes. Dashboards are shared at the workspace level. Anyone with access to your workspace can view and edit dashboards according to their role.
Anyone with access to the workspace can edit dashboards according to their workspace role. Edit permission is tied to the workspace, not to individual dashboards. To restrict who can edit, manage workspace roles (Admin, Member, Guest) in Workspace Settings.
Yes. Duplicate an existing dashboard from the dashboard list or dashboard menu. The copy keeps the same layout, widgets, and settings so you can use it as a template—for example, duplicate a standard dashboard for each new project or team.
Yes. The share button lets you share via an obfuscated URL token. You explicitly confirm when sharing outside the workspace. You can revoke access by turning public sharing off or by revoking tokens in the issued tokens list in the main app settings.
Yes. The dashboard view URL (when opening a dashboard in view mode rather than edit) shows the dashboard without edit controls. Use the view link when you want to share a read-only version.
Yes. You can embed dashboards in Notion, Miro, and other tools. For examples and step-by-step guides, see Tutorials on speckle.systems (filter by Dashboards & Insights or Speckle Intelligence).
Dashboards belong to the workspace, not to individual users. If you leave the workspace, the dashboards remain; you simply lose access to them.
Revit, Tekla, CAD, and other connectors may expose additional widgets in the widget panel (e.g. Levels, Families, Material quantities). Open the widget panel in the app to see what’s available for your connected sources.
All ingested and published data in Speckle is Speckle data, regardless of original format (e.g. IFC). You can use it in dashboards like any other model. Specialised widgets (e.g. for Revit, Tekla) add features relevant to those sources; the underlying data is the same.
No. A pinned version stays fixed until you change it. The dashboard shows that version’s data until you select “latest” or another version.
Yes. You can add multiple Model Viewer widgets or use widgets that support multiple data sources to compare several versions. The Dual viewer widget compares two at a time; other widgets can aggregate or compare across more sources.
Additional widgets are available for Revit, Tekla, CAD, and other connectors; use the widget panel in the app to explore them. For validation rules and rulesets (including the Property Checker and Model Validation widgets), see Data Validation. For step-by-step guides (quantity takeoff, portfolio analysis, finding a family), see Common workflows.