> For the complete documentation index, see [llms.txt](https://learn.moselle.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.moselle.io/mo/key-capabilities/custom-dashboards.md). # Build Custom Dashboards with Mo {% hint style="info" %} **Quick Answer:** To build a custom dashboard, tell Mo which metrics, charts, and breakdowns you want in one prompt — for example, "Build me a dashboard with revenue, gross margin by channel, and weeks of stock for my top 10 SKUs." Mo compiles the full view in under a minute, and you can save the prompt to re-run it any time. {% endhint %} {% embed url="" %} Custom Dashboards, Smarter Demand Plans — Powered by Your Own Data {% endembed %} ## What is a Custom Dashboard in Mo? **A custom dashboard** is a Mo-generated view you design yourself — you choose the KPIs, the charts, the breakdowns, and the time range, and Mo assembles them into a single response. Unlike Moselle's built-in reports, a custom dashboard answers exactly the questions your weekly review needs, in the order you want to read them. You don't configure anything in settings. You describe the dashboard in plain language, refine it conversationally, and save the final prompt as a Favourite so the whole team can re-run it with one click. ## Key Benefits * **Built around your review, not a template:** Pick the exact metrics your Monday meeting covers * **Role-specific views:** Finance, operations, and marketing can each have their own dashboard from the same data * **Always current:** Each run pulls live data from your connected channels * **Repeatable in one click:** Save the prompt as a Favourite and re-run it every week ## Prerequisites **Time Required:** 5–10 minutes to design, under 1 minute per re-run **Difficulty:** Beginner Before you begin, make sure you have: * [ ] An active Moselle account with sales or inventory data connected * [ ] At least one channel configured with historical data * [ ] Payment terms set on your channels (only needed for cash-timing metrics — see below) ## Step-by-Step: Design Your Dashboard {% stepper %} {% step %} ### Decide What the Dashboard Should Answer Start from the questions you ask in your regular review, not from a list of charts. For example, a founder's weekly review usually answers: * How did we sell this month, and at what margin? * When does the cash from those sales actually land? * Where is inventory piling up or running out? Write down 3–6 questions like these. Each one becomes a stat card, chart, or table in your dashboard. {% endstep %} {% step %} ### Describe the Full Dashboard in One Prompt Open **Mo** from the left sidebar and describe the layout — metrics first, then charts, then any detail tables: > "Build me a dashboard with: revenue and gross margin % this month vs last month as stat cards, monthly revenue by channel as a stacked chart for the last 12 months, my top 10 SKUs by units sold as a bar chart, and a table of SKUs with more than 20 weeks of stock." **Expected Result:** Mo returns the full dashboard in one response — stat cards at the top, charts below, tables last. {% endstep %} {% step %} ### Refine Conversationally Adjust any piece without rebuilding the rest: * "Make the revenue chart last 18 months instead of 12." * "Split the margin stat card by channel." * "Drop the SKU table and add weeks of stock for my DTC channel." {% hint style="info" %} **Tip:** Refine one element per message. Mo keeps the rest of the dashboard intact while it swaps the piece you asked about. {% endhint %} {% endstep %} {% step %} ### Save the Final Prompt as a Favourite Once the dashboard looks right, save the prompt that produced it as a Favourite. Saved prompts appear at the top of the Mo page, so you — or anyone on your team — can regenerate the dashboard with current data in one click. {% hint style="success" %} Success! You now have a repeatable, one-click dashboard built around your own review questions. {% endhint %} {% endstep %} {% endstepper %} ## Dashboard Recipes by Role Use these as starting points and adapt the metrics to your business. {% tabs %} {% tab title="Founder / Finance" %} A working-capital view of the business — not just what you sold, but when the cash lands: > "Build me a finance dashboard with: revenue, COGS, and gross margin % by channel for the last 12 months; expected cash collection by month based on my channel payment terms; outstanding receivables from wholesale channels; and inventory value on hand by location." Useful metrics to include: * **Gross margin % by channel** — compare DTC vs wholesale/retail profitability side by side * **Expected cash collection** — revenue shifted into the month the cash is expected to arrive, using each channel's payment terms * **Outstanding receivables** — wholesale revenue already booked but not yet collected * **Days Inventory Outstanding (DIO)** — how many days of cost your cash is tied up in inventory {% endtab %} {% tab title="Operations / Inventory" %} A stock-health view for the weekly replenishment review: > "Build me an operations dashboard with: weeks of stock by SKU for my top 20 SKUs, items at risk of stockout in the next 60 days, slow movers with more than 26 weeks of stock, and inbound purchase orders by expected arrival month." Useful metrics to include: * **Weeks of stock (WOS)** — runway at the current sell-through rate * **Stockout risk list** — SKUs Mo flags for reorder before your lead time runs out * **Slow movers** — SKUs where inventory value is building up faster than it sells {% endtab %} {% tab title="Marketing / Sales" %} A demand view for campaign and channel planning: > "Build me a sales dashboard with: monthly units sold by channel for the last 18 months, this year vs last year as a trend line, top 10 SKUs by revenue this quarter, and sell-through rate by channel." Useful metrics to include: * **Channel mix over time** — how DTC, retail, and marketplace revenue shift month to month * **Year-over-year trend lines** — seasonality and growth at a glance * **Top SKUs by revenue or units** — what to feature, what to bundle, what to retire {% endtab %} {% endtabs %} ## Unlock Cash-Timing Metrics with Payment Terms Revenue and cash are not the same month when you sell wholesale. A January sale to a retailer on Net 30 terms typically lands as cash in February — and a standard revenue chart hides that gap. To let Mo build cash-timing views, set **payment terms** on each of your channels: 1. Open your channel settings in Moselle 2. Set each wholesale or retail channel's payment terms (for example, `Net 30` or `Net 60`) 3. Leave DTC channels at their default — cash-on-sale Once terms are set, Mo can answer prompts like: * "Show me expected cash collection by month for the next quarter." * "How much wholesale revenue is booked but not yet collected?" * "Compare revenue by month against expected cash by month." {% hint style="warning" %} If a wholesale channel has no payment terms set, Mo can't place its cash in the right month — cash-timing dashboards will treat it as cash-on-sale. Set terms on every wholesale channel before relying on these views. {% endhint %} {% content-ref url="/pages/XeG8X01ydINzo9HZqLlY" %} [Setting Up Channels](/getting-started/onboarding/setting-up-channels.md) {% endcontent-ref %} ## Frequently Asked Questions ### How is a custom dashboard different from asking Mo for a chart? **Answer:** A chart answers one question; a dashboard answers your whole review in one response. You define several stat cards, charts, and tables in a single prompt, and Mo compiles them together so you read everything in one place. ### Do custom dashboards update automatically? **Answer:** Dashboards are generated from live data each time you run the prompt. Save the prompt as a Favourite and re-run it whenever you need current numbers — it takes under a minute. For a recurring summary delivered to your inbox, see the Weekly Account Briefing. ### Can I share a dashboard with my team? **Answer:** Yes — saved Favourite Prompts are visible to your team on the Mo page, so anyone can regenerate the same dashboard with one click. For data export, ask Mo for the underlying table and use the Export button to download a CSV. ### Can I get Moselle data into my own BI tool? **Answer:** Yes. If your team runs its own BI tool or data warehouse, Moselle can deliver dashboard-ready data on a daily schedule so your analysts can build on top of it. Reach out to your Moselle contact to set this up. ## Troubleshooting Common Issues | Problem | Solution | Time to Fix | | -------------------------------------------- | ---------------------------------------------------------------------------------------- | ----------- | | Dashboard is missing a metric you asked for | Re-prompt naming the metric explicitly: "Add gross margin % by channel as a stat card" | 1 minute | | Cash-timing numbers look the same as revenue | Set payment terms on your wholesale channels in channel settings, then re-run the prompt | 5 minutes | | Dashboard only shows one channel | Check your active channel filter before prompting, or name the channels in the prompt | 1 minute | | Margin looks too high on bundle SKUs | Verify bundle components and costs are set up in your catalog so costs roll up correctly | 5 minutes | ## Related Guides {% content-ref url="/pages/UtNZXpZgP2jylxwdiflk" %} [Charts, Graphs & Dashboards](/mo/key-capabilities/charts-graphs-and-dashboards.md) {% endcontent-ref %} {% content-ref url="/pages/DAsnRIRTbbjM6bgR0RLM" %} [Save Your Favourite Prompts](/mo/tips/save-favourite-prompts.md) {% endcontent-ref %} {% content-ref url="/pages/tgPhlFajuquRi8gzbmuH" %} [Weekly Account Briefing](/mo/key-capabilities/weekly-account-briefing.md) {% endcontent-ref %} {% content-ref url="" %} {% endcontent-ref %} {% content-ref url="/pages/Dlc8GAJGV7FQH8Q9j9gA" %} [Mo Custom Reports](/analytics/reporting/mo-reports/mo-custom-reports.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. 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