This section explains how to create, manage, and select the dashboards that appear in the main Insights section of JamarGig.
Understanding Dashboard Visibility
As a designated Dashboard Builder, you have the flexibility to create and configure as many dashboards as you need. Think of it like having a workshop full of different projects. While you can build and work on many dashboards "in the background," only one can be put "on display" at a time.
This "on display" version is called the active dashboard, and it's the only one that general users will see in their Insights section. You can edit any dashboard you've created, whether it's currently active or not.
Building your first Dashboard
Building your first dashboard is an exciting process of assembling different analytical pieces to tell a story with your data. The fundamental building blocks you will be working with are your saved Questions—the individual charts, tables, and reports you can create. For your most important metrics, you can build these Questions upon a Model, which is a curated and trusted dataset that ensures your analysis is both consistent and reliable. Think of your dashboard as the canvas and your Questions as the visual elements; you will select the ones you need and arrange them to create a single, cohesive view that provides powerful insights at a glance. In the following steps, we'll show you exactly how to do it.
Create a New Question
A Question is a single report, chart, or table that you build to find an answer in your data. In this guide, we will create a Question that shows you the average age of talent auditioning for each round in all projects that started this year.
Step 1: Start with Your Base Data
First, we need to choose our starting point. Since we want to look at talent in audition rounds, we'll begin there.
Click the + New button in the top-right corner and select Question.
A window will appear asking you to "Pick your starting data." Select the Round Talent Application model.
Step 2: Link to Your Other Data Sources
Now, we need to connect our other data sources to get the talent's date of birth and the project's start date.
In the top-right of the editor, click the Join data button (it looks like two interlocking rings).
A new panel will appear on the right. Select the Talent model to link it.
Insights will automatically suggest linking Talent ID to ID. This is correct, so you don't need to change anything.
Click the Join data button again and this time select the Projects model.
It will correctly suggest linking Project ID to ID.
You have now successfully combined the three data sources you need.
Step 3: Filter for Projects Started This Year
Next, we only want to see results for projects created in 2025.
Click the Filter button at the top of the editor.
From the list of available fields, scroll to the Projects section and select Created At.
Set the filter condition to Relative date range.. and then select Current and then select Year. This will automatically filter for projects created in this year.
Click Add filter.
Step 4: Summarize the Data to Find the Average Age
This is where we calculate the average age and group it by the audition round.
Click + button in the Custom columns, which we will use to calculate age
using the datetimeDiff builtin function to calculate Talent age as a custom column
Click the Pick a function or metric button in the Summarize section
In the "Metric" section on the right, select Average Of....
From the dropdown list of fields, the newly added age.
In the "Group by" section below, click Add a grouping.
From the list, find the Round Talent Application section and select Round ID.
Step 5: Review and Save Your Question
You will now see a table or chart showing each Round ID and the corresponding average age of the talent who auditioned for it.
To see this as a bar chart, click the Visualization button in the bottom-left and select Bar.
Once you are happy with the result, click the Save button in the top-right.
Give your Question a descriptive name, like "Average Talent Age per Audition Round" and save it to a collection.
You have now created and saved your first Question! It is ready to be added to a dashboard.
How to Create a New Dashboard
Before you begin, please ensure you have been assigned the Dashboard Builder role by your administrator, as this is required to create and edit dashboards.
To get started, navigate to the main dashboard area by clicking the Dashboard icon,
which you'll find in the top-right of your screen.
Start a New Dashboard: Click the + New button, then select Dashboard from the dropdown menu that appears.
Enter the Dashboard Details. A window will pop up asking for the following information:
Name: Give your dashboard a clear, descriptive name.
Description: (Optional) Add a brief note about what the dashboard is for.
Collection: Choose where you want to save the dashboard.
Customer Collection: This makes the dashboard available to all Builders in your organisation.
Your Personal Collection: This keeps the dashboard private and visible only to you.
Create Your Dashboard: Click the Create button to finish.
You're all set! Your new, empty dashboard has been created. You are now ready to add charts, tables, and other insights to it.
Adding Content to Your Dashboard
Once you have created a dashboard, the next step is to populate it with your saved reports (the Question created in the previous section). Each Question you add becomes a visual card on your dashboard grid.
Let's continue with our example. Imagine you have already created a Question that calculates the "Average Age of Applicants in Audition Rounds for the Current Year." Here is how you would add it to your dashboard:
To get started, navigate to the main dashboard area by clicking the Dashboard icon
, which you'll find in the top-right of your screen
Find your dashboard – it may be in Your Personal Collection, Customer Collection or Official Collection.
Select your Dashboard from the list of elements in the collection.
If you Dashboard is empty, you’ll see a Add a chart button. You can also enter Edit Mode by clicking the pencil icon in the top-right corner. You’ll be prompted to add a Question – you should see a sidebar showing a list of all the saved Questions available to you.
Find and Select Your Question: You can either scroll through the list or use the search bar to find the report you need. In our case, you would search for the "Average Age" created in the earlier section and click on it. The Question will immediately appear on your dashboard grid.
Position and Resize the Card:
To move it: Click and hold anywhere on the card and drag it to your desired position on the grid.
To resize it: Click and drag the small handle located at the bottom-right corner of the card.
Save Your Dashboard: Once you are happy with the placement, click the Save button in the top-right corner to apply your changes.
You can repeat this process to add as many Questions as you need, building out your dashboard to tell a complete story with your data.
Choosing the Right Chart for Your Data
Insight Dashboards give you the power to change how your data is displayed. For example, your "Average Age" Question could be shown as a single large number, a bar chart comparing different audition rounds, or a line chart showing trends over the year.
To change the visualization for a Question, click on it and then select the Visualization button at the bottom of the screen.
Here are some best practices for when to use the most common chart types:
Number:
What it is: A single, large, and impactful number.
Best for: Highlighting a key performance indicator (KPI) that needs immediate attention.
Example: Displaying the "Total Number of Active Auditions" or our "Average Applicant Age."
Trend (Line Chart):
What it is: A chart that connects data points over time.
Best for: Showing how a metric changes and develops over a continuous period, like days, weeks, or months. It's perfect for spotting trends.
Example: Tracking the "Number of Submissions Per Day" for a specific role.
Bar Chart:
What it is: A chart that uses horizontal or vertical bars to compare different categories.
Best for: Comparing distinct groups against each other. It is one of the clearest and most effective ways to show relative size.
Example: Comparing the "Number of Actors in Each State" or the "Number of Applicants for Five Different Roles."
Pie or Donut Chart:
What it is: A circular chart that shows the breakdown of a total amount into its parts.
Best for: Illustrating proportions or percentages of a whole. Use it sparingly and only when you have a few categories (ideally 5 or less) that clearly add up to 100%.
Example: Showing the "Breakdown of a Cast by Gender" or "Percentage of Roles Filled vs. Unfilled."
Table:
What it is: A classic row-and-column view of your data.
Best for: When you need to see precise details, look up individual values, or compare multiple metrics for each item in a list.
Example: A list of "All Applicants for a Role," showing their name, age, location, and submission date.
Map:
What it is: A geographical map with data points plotted on it.
Best for: Any data that has a location component, like country, state, or postcode.
Example: Visualizing where your talent pool is located with a "Map of Actor Home Addresses."
How to Select the Active Dashboard
Follow these steps to choose which dashboard is currently live and visible to all users in the Insights section.
Open Settings: Navigate to the main settings area by clicking the cog icon
located in the top-right corner of the screen.
Select the General tab, which is the last option in the sub-menu.
Find the Analytics Section: Scroll down the page until you find the dropdown menu labelled INSIGHTS DASHBOARD.
Refresh the Dashboard List: Click the Get Latest Dashboards button first. This is an important step that refreshes the list, ensuring that any dashboards you've recently created are available to select.
Choose a Dashboard: From the dropdown menu, select the name of the dashboard you wish to make active.
Save Your Selection: Click the Save Changes button at the bottom of the page to apply your choice.
The dashboard you selected will now be the one displayed for all users in the main Insights section.
Summary and Bringing It All Together
Congratulations! You now have all the foundational skills needed to create powerful, custom dashboards within the Insights section.
Throughout this guide, you've learned the entire workflow: from understanding the key concepts of Collections and Models, to the hands-on process of creating a Dashboard, adding Questions as visual cards, and choosing the right charts to tell a compelling story with your data.
The goal of these tools is to empower you to move beyond static reports and transform JamarGig's rich data into dynamic, actionable insights. You now have the ability to ask your own questions and build visual tools that can help your team make smarter, more informed decisions about projects, talent, and auditions.
The best way to become proficient is to practice. We encourage you to explore the Official Collection, experiment with building your own reports, and see what stories you can uncover. Should you have any questions or require assistance, please don't hesitate to reach out to your system administrator.
We're excited to see the incredible dashboards you'll create. Happy building!