---
title: "Create Your First Dashboard"
space: "Insights"
url: "https://docs.frappe.io/insights/creating-your-first-dashboard"
updated: "2026-01-06"
---

In this guide, we'll create a comprehensive sales performance dashboard using the Demo Data that comes with Frappe Insights. We'll walk through creating a query, building multiple charts, and combining them into an interactive dashboard.

## 1. Create a Workbook

1. On the Workbook list page, click **+ New Workbook**
2. Name it "Sales Performance"
3. Click on "Query Builder"

![New Workbook](/files/new-workbook.png)

## 2. Create the Base Query

Let's create a query that combines data from multiple tables. When the query builder opens, select `orders` as your source table. Add the following operations in sequence:

### Join Tables
1. Click **Add Operation** → **Join Table**
   - Select `orderitems`
   - Join Type: Left Join
   - Join On: order_id = order_id
   - Select columns: price, freight_value, product_id

2. Click **Add Operation** → **Join Table**
   - Select `products`
   - Join Type: Left Join
   - Join On: product_id = product_id
   - Select columns: product_category_name

3. Click **Add Operation** → **Join Table**
   - Select `customers`
   - Join Type: Left Join
   - Join On: customer_id = customer_id
   - Select columns: customer_state

### Filter and Select
4. Click **Add Operation** → **Filter Rows**
   - Column: order_status
   - Condition: Equals
   - Value: "delivered"

5. Click **Add Operation** → **Choose Columns**
   - order_id
   - order_item_id
   - order_status
   - order_purchase_timestamp
   - price
   - freight_value
   - product_category_name
   - customer_state

6. Name your query "Sales Data"

![Sales Data Query](/files/sales-data-query.png)

## 3. Create Charts

Now let's create various charts to visualize our sales data:

### Sales Overview

- Click **+ New Chart**
- Chart Type: Number
- Title: "Sales Overview"
- In the Columns section:
 1. Click **+ Add Column**
    - Function: Count Distinct
    - Column: order_id
    - Click the gear icon to set label as "Total Orders"
 2. Click **+ Add Column**
    - Function: Sum
    - Column: price
    - Click the gear icon to set label as "Total Revenue"
 3. Click **+ Add Column**
    - Function: Average
    - Column: price
    - Click the gear icon to set label as "Average Order Value"
- Select "order_purchase_timestamp" as the Date Column
- Sort: order_purchase_timestamp (Ascending)
- Enable "Show Comparison"
- Enable "Show Sparkline"

![Sales Overview](/files/sales-overview-number-chart.png)

### Revenue by Month

- Click **+ New Chart**
- Chart Type: Line
- Title: "Monthly Revenue"
- X-axis: `order_purchase_timestamp`
- Y-axis:
 - Function: Sum of
 - Column: price
 - Click the gear icon to set label as "Revenue"

![Monthly Revenue](/files/monthly-revenue-line-chart.png)

### Revenue by Product Category

- Click **+ New Chart**
- Chart Type: Row
- Title: "Revenue by Category"
- X-axis: product_category_name
- Y-axis:
 - Function: Sum of
 - Column: price
 - Click the gear icon to set label as "Revenue"
- Sort: Revenue (Descending)

![Revenue by Category](/files/top-categories-row-chart.png)

### Quaterly Revenue by State

- Click **+ New Chart**
- Chart Type: Table
- Title: "Quarterly Revenue by State"
- Rows:
 - Column: order_purchase_timestamp
 - Click the gear icon to set label as "Quarter" & granularity as "Quarter"
- Columns:
 - Column: customer_state
 - Click the gear icon to set label as "State"
- Values:
 - Function: Sum of
 - Column: price
 - Click the gear icon to set label as "Revenue"
- Sort: Quarter (Ascending)
- Enable "Show Color Scale"


![Quaterly Revenue by State](/files/quarterly-state-performance-table-chart.png)

## 4. Build the Dashboard

Let's combine all charts into an interactive dashboard:

1. Click **+ New Dashboard**
2. Set title to "Sales Performance Dashboard"
3. Drag and drop the charts from the left panel to the dashboard:
   - First row: Add "Sales Overview" chart
   - Second row: Add "Monthly Revenue" & "Revenue by Category" charts
   - Third row: Add "Quarterly Revenue by State" chart

4. Apply dashboard filters:
   - Click on the **Filter** button on the top right
   - Click on **Add Filter** in the filter dialog
   - Select `product_category_name` as the filter column
   - Select `health_beauty` as the filter value
   - Click **Apply Filter**

![Sales Dashboard](/files/sales-performance-dashboard.png)

This sample dashboard gives a complete view of the sales performance, from high-level metrics to detailed breakdowns by category and location. The filters allow you to drill down into specific segments and analyze the data further.