Board

What Is a Go Fig Board?

A Board in Go Fig is a visual interface that displays your key metrics, KPIs, and trends in real-time. Unlike traditional boards that require manual data updates or complex BI tool configuration, Go Fig Boards are powered by your centralized data layer and update automatically.

Key characteristics:

• Real-time data: Reflects the latest information from all connected sources
• No manual refresh: Data updates automatically on your schedule
• Self-service: Business users can explore without technical skills
• Mobile-friendly: Access from any device
• Shareable: Embed in presentations, send via email, or share links

How Are Go Fig Boards Different?

Traditional BI Boards

• Require data engineers to build and maintain
• Data often stale (updated nightly or weekly)
• Complex tools with steep learning curves
• Definitions can conflict with Excel reports
• Expensive licenses per user

Go Fig Boards

• Built on your semantic layer with consistent definitions
• Data as fresh as your flows (real-time to hourly)
• Simple interface designed for finance users
• Same metrics as your Excel reports (single source of truth)
• Included in your Go Fig subscription

Board Components

KPI Cards

Single-value displays showing key metrics with trend indicators:

• Revenue: $2.4M ↑12%
• Gross Margin: 42% ↓2pts
• Cash Position: $850K →

Charts and Graphs

Visualizations for trends, comparisons, and distributions:

• Line charts for time series
• Bar charts for comparisons
• Pie charts for composition
• Tables for detailed data

Filters

Interactive controls to slice data by:

• Time period
• Business unit
• Product category
• Customer segment
• Any dimension in your semantic layer

Drill-Down

Click on any metric to see the underlying detail: Revenue → By Product → By Customer → By Transaction

Common Board Types

Executive Board

High-level view for leadership:

• Revenue and margin trends
• Cash position
• Key operational metrics
• Variance highlights

Financial Board

Detailed financial performance:

• P&L summary
• Balance sheet highlights
• Cash flow status
• Budget vs. actual

Operational Board

Day-to-day business metrics:

• Orders and fulfillment
• Inventory levels
• Customer metrics
• Team productivity

Department Board

Function-specific views:

• Sales pipeline and conversion
• Marketing campaign performance
• Support ticket metrics
• HR headcount and turnover

Building Boards

Go Fig offers multiple ways to create boards:

Templates: Start from pre-built boards for common use cases—executive summary, financial overview, department KPIs.

Visual Builder: Drag and drop components, select metrics from your semantic layer, configure visualizations.

Natural Language: Ask Celeste to build a board:

“Create a board showing monthly revenue by product with year-over-year comparison”

Board vs. Excel

Boards and Excel serve different purposes in Go Fig:

Use Case	Board	Excel
Real-time monitoring	✓
Ad-hoc analysis		✓
Standardized KPI display	✓
Complex financial models		✓
Mobile access	✓
Deep customization		✓
Sharing with executives	✓	✓

Many Go Fig customers use both: boards for monitoring and sharing, Excel for modeling and analysis—both powered by the same underlying data.

Sharing and Access

View links: Share read-only access with stakeholders Scheduled delivery: Email board snapshots on a schedule Embedding: Include boards in presentations or intranets Role-based access: Control who sees which boards and data

Getting Started with Boards

Boards are available on all Go Fig plans. Once your data sources are connected and your semantic layer defines your key metrics, you can build your first board in minutes.

Start with a simple executive board showing 5-7 key metrics, then expand based on stakeholder needs. For step-by-step instructions, see the Board builder documentation.