Roadmap

Hello Mr Mal. I would like to request a possible feature in your lovely resplendent…. Custom images for backgrounds of the Bar graphs. Who needs bland colors nowadays anyways, ya know?
Imagine my face elongating vertically more and more as I complete tickets and/or enter more time for the ‘Lubbock Weekly’ board, for example.  Wouldn’t that be great, right?

A visualization that shows on or off. Something like a nuclear power plant control panel that either shows “you’re dead” or “you’re okay”

Requested by ITCM, 99Ten, Spera

It would be really nice to be able to rename columns at the widget level as well. In this example I can’t rename them on the join as this same join is used in data modifier that needs to know the difference between the actual hrs te and tix etc.

Rotate through a playlist of dashboards.

A screen or menu to make it easy to see what’s using your datasets.

The user can change how many points are on the chart
Set the max width of the chart and let the user zoom the chart if it goes past the max width

A place to show all widgets across all dashboards that users can copy to dashboards

One of our customers is putting a table widget onto a tv screen and it’s to small to interpret. They’d like to be able to increase the font size.

Update the permissions logic so that users with member-level permissions can create share links only if the dashboard they are trying to share is in a dashboard group that they have access to. This ensures that members cannot share dashboards outside of their permitted groups.

When a max with is enabled, enable word wrapping.

Feature request from Wipfli

Connect Gmail to send, receive, and organize emails within our platform. Users can streamline communication and manage correspondence more efficiently.

Integrate Google Ads to track campaign performance, manage ad spend, and analyze advertising ROI directly from our platform.

Balance
Customer Session
Event Destinationsv2
Files
File Links
Mandates
Confirmation Token
Tokens

Balance Transactions
Charges
Customers
Disputes
Events
Eventsv2
Payment Intents
Setup Intents
Setup Attempts
Payouts
Refunds

Steps:
add data to DB for intergration
add oauth handler
front end – add a oauth component for stripe oauth
Hook up oauth handler to giant if list
refactor dumb if/else oauth list
Use smileback as oauth context for AI

Make logging in harder for you and the bad guys.

Connect HubSpot to manage contacts, track sales pipelines, and automate marketing workflows directly from our platform.
Connect HubSpot to manage contacts, track sales pipelines, and automate marketing workflows directly from our platform.
Related Pull Request: feat: hubspot integration
Summary by CodeRabbit:

New Features
HubSpot integration: OAuth2 sign-in UI + callback, token exchange/refresh, connection-string builder, integration picker entry, dataset discovery/sync, admin HubSpot settings and seed template.

Bug Fixes
Dataset preview header now shows column count only.

Tests
Improved test resilience via retry-based polling.

Chores
Updated ignore rules for driver archives, added HubSpot package/source and test env vars, narrowed CI install extras.

Made with Cursor

Use case:
Need to be able to show the total number of tickets opened today divided by the number of tickets closed today.

Admin creates new user and has the option to set their password for them or send an invite.
Send email to invite user to tenant
User clicks “Accept Invite” and they’re redirected to the app
In the app, the user types in a new password and confirms it
Add toggle to disable a user on the Users action table

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The audit log lets Admins see which dashboards have been accessed and records which widgets, dashboards, modified datasets, and datasets have been updated.

Implement integration with Autotask to enable seamless synchronization of tickets, contacts, and project data between our platform and Autotask. This integration will allow users to automate workflows, improve service delivery, and centralize client management. Key features should include:

Ticket syncing
Contact and company data integration
Automated status updates and notifications
Secure authentication and data transfer
Custom mapping for fields and workflows

Incremental Syncing Strategy
There is a specified total to sync
Find the count of all items that have been entered a week ago. If there are less items than the total count to sync, increase the filter range to 1 month and so on until the count of items is more than the required amount or the count hasn’t increased between 3 searches.

Companies
Contacts

Features
Can edit text
Add URL
Link to another dashboard

We’re working to make any data on a dashboard as trustworthy and resilient as possible so you never have to question whether a number is accurate.

Initial sync
Incremental sync
Sync data sources that don’t support batch pulls
Sync agent API rebuild
Handle delete checks
ConnectWise – Resync every night nice
Table requirement options:
Option for datasets to do a full resync each time
Option for the amount of time between resyncs on a dataset
Option on a dataset to do a nightly resync
Implement Prefect deployment to resync a dataset every night
Only sync at the speed that the dataset is set to
On-prem sync agent revamp
Get tables and view
Table preview
Check datasource
Initial pull
Incremental pull
Batch pull
Tool to validate a dataset’s data matches the source
Dashboard to review data that’s processed

We’re overhauling the filter UI throughout the app to make it more user-friendly and dynamic. 💪 Let’s do this.

Funnel chart options
Manual sorting
Show data as percentage distributions or their raw values
Orientation

Needs to be able to filter like a between dates or a custom date range
implement into filter variable states so it doesn’t stack up more calc datas
widget is included in date range filter if it has a date x axis or has date column specified for date filter
User can exclude widgets from the date range filter

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Option to move existing user to 365
On invite accept screen, give the user the option to complete sign in with microsoft or use a password
Ability to sign up with microsoft

We’ll make it easy to keep an eye on the statuses your devices

The Percent Difference feature is a powerful analytical tool that enhances line and bar charts by automatically calculating and displaying the percentage change between data points. This functionality enables users to quickly visualize and easily understand fluctuations over time or between categories.

pick rows, for category on left
columns for pivoted columns
and values for computed

Connect QuickBooks to automatically sync invoices, expenses, and financial data. This integration helps users streamline their accounting and bookkeeping processes.

For instance, if a number is 3.5, the user should be able to make it show as 3 hrs and 30 minutes

The pie chart needs to support multiple datasets

Integrate Wave Accounting to automate bookkeeping, sync transactions, and generate financial reports for small businesses and freelancers.