CEOs and founders
A morning view of the whole company
- Today
- You check revenue in one tool, delivery in another and goals in a deck.
- With WrkOS
- One dashboard shows revenue, pipeline, OKRs and team health together.
Dashboards
Every number that matters, on one screen.
Build dashboards from WrkOS data (standups, OKRs and delivery) alongside external sources like databases, spreadsheets and business tools. Ask the agent a question and get a chart back.
The problem it solves
What changes with Dashboards.
Live dashboards from WrkOS apps and external data sources, in one place.
Without Dashboards
With WrkOS Dashboards
Without Dashboards: Company numbers live in a dozen tools and a weekly spreadsheet.
With WrkOS Dashboards: WrkOS data and your external sources sit on one screen.
Without Dashboards: Every new question waits in the data team’s queue.
With WrkOS Dashboards: Ask in plain language and the agent builds the chart.
Without Dashboards: Everyone sees the same dashboard, or nobody does.
With WrkOS Dashboards: Each leader gets the view they need, with the right access.
Features
What you can do with Dashboards.
What each part does, what it looks like, and how it helps.
Your company data, built in
Standups, OKRs and delivery data from WrkOS are ready to chart with no setup, as charts, tables or KPI cards.
How it helps you
See team health and progress on goals next to the numbers they affect.
- Standups, OKRs and Agile data
- Charts, tables and KPI cards
- Updates as the work moves
01 · Dashboards
External data sources
Connect the sources you rely on, such as databases, spreadsheets and business tools, and put revenue, pipeline and support numbers next to delivery.
How it helps you
One place for the whole picture, instead of a browser tab per tool.
- Databases, spreadsheets and business tools
- Internal and external data on one board
- Embeds for live context
02 · Dashboards
Ask the agent
Type a question such as “Why did activation drop last week?” The agent picks the source, builds the chart and explains what changed.
How it helps you
Answers in minutes instead of a ticket to the data team.
- Questions in plain language
- AI-generated charts
- A written explanation of what changed
03 · Dashboards
Shared with the right people
Decide who sees which dashboard and which numbers. Build one board for the leadership team and another for each function.
How it helps you
Sensitive numbers stay with the right people, and everyone else gets a view that matters to them.
- Role-based sharing
- Dashboards per team or leader
- Live views instead of exports
04 · Dashboards
Use cases
Who uses Dashboards, and how.
Revenue and operations leaders
Connect the numbers to the work
- Today
- When a metric moves, nobody knows which project moved it.
- With WrkOS
- Metrics sit next to the delivery and OKRs behind them.
Leadership teams
Answers during the meeting
- Today
- Questions in reviews get parked until someone pulls the data.
- With WrkOS
- Ask the agent and get a chart and an explanation on the spot.
How it works
Up and running in three steps.
- 1
Connect your sources
WrkOS data is already there. Add the external sources you rely on.
- 2
Build or ask
Drag charts onto a board, or ask the agent to build one for you.
- 3
Share the view
Give each leader the dashboard they need, with the right access.
Platform
Powered by the WrkOS platform.
What data can I use?
Everything in WrkOS (standups, OKRs and delivery) plus the external sources you connect, such as databases, spreadsheets and business tools.
How does asking the agent work?
Type a question in plain language. The agent chooses the right source, builds a chart and explains what changed. WrkOS does not train models on your data.
Can I limit who sees a dashboard?
Yes. Roles and permissions control who sees each dashboard and the numbers on it.
Which plan includes Dashboards?
Dashboards is included on every plan. Personal comes with basic analytics; Core adds advanced analytics for $8 per user per month, with a 14-day free trial.
More apps
The rest of the OS.
Async StandupsDaily updates from every team in Slack or Teams, summarized by AI before your first meeting.OKRsSet company objectives, cascade them to teams, and track key results as the work moves.AgileBoards, sprints and roadmaps that connect day-to-day delivery to company goals.EmbedsBring live charts, files, designs and videos into any page, doc or dashboard.CalendarOne calendar for leadership rhythms: reviews, standups, sprints and OKR check-ins.DocumentationInternal wikis, public help centers and API docs, written once and published on your domain.