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46 guides
Create a read-only client portal
An Agency client portal shares dashboards and data for selected products without requiring each client to create a Dashloom account. A client cannot see other clients, workspace members, or connector settings.
Read guideAI AgentsAgent Action Center
Dashloom Agent does more than produce a paragraph. Every contract-valid finding from interactive analysis, alerts, and daily, weekly, or monthly reports becomes an evidence-linked action in **Agent actions**.
Read guideAI AgentsAgent conversations
Dashloom keeps related Agent questions in a workspace-isolated thread so you can ask follow-ups without losing the business context. Start from **Agent**, choose one of the five specialists, choose either the whole portf
Read guideAI AgentsAgent quality evaluations
Dashloom ships an offline golden dataset for Portfolio, Revenue, SEO, Operations, and Agency Client analysis. It tests the output contract independently from any model vendor, so maintainers can compare prompt or provide
Read guideAI AgentsExecutive Briefs
Executive Brief turns Dashloom's specialist Agents into one evidence-backed operating review. An owner or administrator selects two to five ready specialists, asks one decision question, and receives a ranked brief with
Read guideAI AgentsAgent Growth Missions
Growth Missions turn an evidence-linked Agent recommendation into measurable, approved work. Each mission freezes one product, metric, source, currency, baseline date, baseline value, target, owner, and deadline. Later p
Read guideAI AgentsAgent Playbooks
An Agent Playbook tells each Dashloom specialist what kind of business it is supporting and how to prioritize its evidence. Open **Agent**, select a specialist, and configure the Playbook shown above the conversation wor
Read guideAI AgentsAgent Quality Lab
Dashloom's Agent Quality Lab compares two to four connected OpenAI-compatible providers against one identical, frozen workspace evidence bundle. It is designed for choosing a provider or model without changing the facts,
Read guideAI AgentsAgent Signal Radar
Agent Signal Radar is Dashloom's live decision queue. It scans the aggregate evidence already stored for real products, compares two complete seven-day windows, and ranks the changes that may deserve attention before a m
Read guideAI AgentsAgent Skill manifests
Agent Skills adapt one of Dashloom's five evidence-bound analysts to a domain workflow. A skill adds analysis guidance and declares required metrics; it does not receive credentials, execute code, call external tools, or
Read guideAI AgentsAgent-generated smart dashboards
Dashloom can turn any successful Agent analysis into a reusable smart dashboard. This connects the product's evidence, specialist analysis, dashboard, action, and reporting layers without asking the model to invent chart
Read guideAI AgentsView and retry Agent tasks
Open **Agent → Tasks** when an analysis is stuck, a run failed, or you want to check today's managed-AI usage. The page shows the 50 most recent tasks.
Read guideAutomationAutomated reports and delivery
Dashloom turns any of its five analysis agents into an on-demand or recurring report. Each report points to one stored analysis run, so the summary, findings, model usage, and frozen evidence remain auditable together.
Read guideAutomationAutomatic synchronization and retention
Dashloom can synchronize Cloudflare Workers, Cloudflare R2, Cloudflare Pages, Cloudflare Queues, Google, Stripe, Lemon Squeezy, Creem, Polar, Paddle, Supabase, GitHub, Vercel, mapped D1 business metrics, and versioned Cu
Read guideOperationsBackup and recovery runbook
Dashloom uses Cloudflare D1 as its system of record. Workspace JSON export supports customer portability; database backup and disaster recovery use D1 export and Time Travel.
Read guideData sourcesConnect Bing Webmaster Tools
Dashloom Cloud connects Bing Webmaster Tools with a user-level API key. One key can discover every verified site available to that Bing Webmaster account.
Read guideAutomationCalculated metrics
Dashloom can turn normalized source metrics into deterministic business metrics before the Agent analyzes them. Use this for conversion, revenue per customer, gross revenue after refunds, percentages, or unit normalizati
Read guideData sourcesConnect Cloudflare Pages deployment health
Dashloom connects Cloudflare Pages deployment outcomes to Operations and Portfolio Agent evidence. It stores only deployment time, production/preview environment, skipped state, final stage outcome, and derived duration.
Read guideData sourcesCloudflare Queues setup
Dashloom captures a privacy-minimized operational snapshot for a Queue: approximate backlog messages and bytes, the age of the oldest unacknowledged message, and whether delivery is paused. It never reads, peeks, pulls,
Read guideData sourcesConnect Cloudflare Analytics
Dashloom reads Worker runtime signals plus R2 request, error, storage, object, and pending-upload signals through Cloudflare's GraphQL Analytics API. Each workspace can connect more than one Cloudflare account. A product
Read guideOperationsCloudflare Workers deployment
Dashloom Cloud deploys as one vinext Worker with static assets, a D1 binding named `DB`, two Cron Triggers, and Workers observability. `wrangler.jsonc` is the only Worker configuration source.
Read guideDevelopersCommunity Agent Skill submissions
Dashloom accepts public Agent Skill submissions through a provenance-first workflow. The process is designed to make the source, license, permissions, review identity, and exact reviewed commit verifiable. It does not tr
Read guideData sourcesConnector account lifecycle
Dashloom keeps every provider account inside one workspace and supports multiple accounts for the same provider. Open **Data sources** to review every configured account, its health, last validation time, and number of a
Read guideData sourcesConnector SDK and metric ingestion
Dashloom accepts normalized metrics from billing systems, product analytics, databases, scripts, and third-party connectors through a product- or workspace-scoped HTTP API.
Read guideData sourcesCreem revenue setup
Dashloom imports privacy-minimized revenue data from Creem for Revenue Agent analysis and recurring reports. It stores daily gross paid revenue, refunds, paid transaction counts, and chargeback counts by currency. It doe
Read guideData sourcesCustom REST metrics
Custom REST lets Dashloom pull product KPIs from an HTTPS endpoint you control. Use it when a metric does not come from a built-in connector and you prefer scheduled pull over the normalized ingestion API.
Read guideData sourcesConnect Cloudflare D1 business metrics
Dashloom can turn aggregate rows from your own D1 database into normalized product metrics. Use this connector for signups, active users, subscriptions, revenue, refunds, or any other numeric signal that your application
Read guideAutomationShare a read-only dashboard
Dashloom can publish a saved dashboard view without creating an account for the viewer. Create the view in **Settings → Dashboard templates**, choose its product scope and up to eight normalized metrics, then select **Sh
Read guideGetting startedSave a dashboard you use often
Save a dashboard view when you repeatedly check the same products and metrics. You can reopen it from settings instead of rebuilding the filters each time.
Read guideDevelopersExtension Marketplace
The in-product Marketplace makes Dashloom's connector paths and Agent Skill packs discoverable without turning extensions into an untrusted execution channel.
Read guideOperationsFeedback and anonymous diagnostics
Every authenticated workspace member can open **Settings → Feedback & support** to send general feedback, a bug report, or a feature request. The message is stored inside that Dashloom deployment and belongs to the works
Read guideGetting startedQuick start: from an empty workspace to your first analysis
To get value from Dashloom, do three things: add a product, import one real data source, and ask an Agent a specific question. If you already have a read-only credential, this should take only a few minutes.
Read guideData sourcesConnect GitHub repository activity
Dashloom connects repository delivery evidence to the same product that already contains traffic, revenue, SEO, and operations metrics. It reads summary metadata, recent commits, and published releases; it does not store
Read guideData sourcesPrepare Google sign-in and data-source authorization
Dashloom uses two independent Google OAuth clients: the login page verifies identity only, while every user separately authorizes GA4 and GSC from Data sources. Do not reuse the clients or place a refresh token in the re
Read guideData sourcesLemon Squeezy revenue setup
Dashloom imports recent order revenue and refunds plus current subscription MRR, paid customers, and trialing customers from one Lemon Squeezy Store. Every Store connection maps to one Dashloom product.
Read guideData sourcesPaddle Billing revenue setup
Dashloom converts Paddle Billing financial records into currency-separated daily evidence for the SaaS Revenue Agent. It uses read-only server API access and never stores customer, address, invoice, item, checkout, or tr
Read guideOperationsWaffo and Anyway subscriptions
Dashloom Cloud uses provider-hosted checkout. Card data never passes through Dashloom. The browser return URL never grants access; only a verified, idempotently recorded webhook can change workspace entitlements.
Read guideData sourcesPolar revenue setup
Dashloom imports privacy-minimized revenue data from Polar for Revenue Agent analysis and recurring reports. It stores daily net order revenue, refunded amount, and paid transaction count by currency. It never stores cus
Read guideGetting startedUnderstand a product's data status
Each card on **Products** tells you whether data is connected, when it was last updated, and which Agents can use it. Start here when an Agent is unavailable or a product looks out of date.
Read guideGetting startedProduct operating goals
Product goals let an operator define what success means before asking an Agent for advice. Dashloom then evaluates each target from stored metric data and freezes the result into eligible Agent runs.
Read guideData sourcesConnect Stripe revenue evidence
Dashloom imports revenue data for one product from each Stripe account: daily gross revenue, daily refunds, current monthly recurring revenue (MRR), and current paid-customer count. Values are limited to the account defa
Read guideData sourcesConnect Supabase business data
Dashloom Cloud reads business metrics from a Supabase read-only view. It does not use deployment counts, project uptime, or repository activity as business KPIs.
Read guideOperationsSupport and billing operations
Dashloom separates product support records from payment mutations. Workspace owners submit billing questions, cancellation feedback, and refund-review requests in Settings. Each request receives a reference ID and starts
Read guideGetting startedTeams, workspaces, recovery, and data control
Dashloom treats a workspace as the isolation boundary for products, credentials, metrics, Agent runs, reports, channels, and members. A user can belong to several workspaces and switch the active workspace from Settings.
Read guideData sourcesConnect Vercel deployment health
Dashloom connects recent Vercel deployment outcomes to a product so the Operations and Portfolio Agents can compare delivery activity with traffic, revenue, and runtime evidence. It reads project metadata and deployment
Read guideOperationsWorkspace branding
Owners and administrators can configure a workspace identity in **Settings → Workspace brand**. The configuration is applied at runtime and stays independent between workspaces.
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