[FE] Dashboard Pane

[01painadam]

Goal

Implement a dashboard pane that organises and displays insight widgets added by the user. The dashboard serves as a structured view of saved outputs while allowing users to interact with and refine their insights.

The dashboard pane should:

• Be minimised by default at the start of a user journey while the user interacts with the chat and/or map
• Expand automatically when an insight is "added to dashboard", minimising the chat pane
• Support reordering, editing, and removing insights
• Allow toggling between the chat and dashboard views
• Enable exporting or sharing the dashboard (false doors)

Designs

Dashboard Pane

Layout & Behaviour

• Minimised by default when interacting with the chat or map
• Expands automatically when an insight is added, minimising the chat pane
• Toggle control to manually switch between the chat and dashboard

**Insights **

Each dashboard consists of multiple insights, which:

• Can be reordered via drag-and-drop
• Can be removed with an "x" button
• Can be edited, which reopens the widget alongside the chat interface

Export & Sharing

• Export dashoboard as PDF (nice-to-have, can be false door)
• Shareable link or summary format (shares dashboard config?)

Scope

In Scope

• Dashboard pane UI that expands and minimises dynamically
• Insight management (add, reorder, remove, edit)
• Toggle between chat and dashboard views
• Persistent dashboard versions across sessions

Out of Scope

• Export and sharing functionality

Job Stories & Acceptance Criteria

Opening and Closing the Dashboard

When I am interacting with the chat or map,
I want to toggle the dashboard pane,
So that I can switch between exploring data and reviewing my insights.

Acceptance Criteria:

• Users can manually open and close the dashboard
• The chat is minimised when the dashboard is expanded

Adding an Insight

When I add an insight to my dashboard,
I want to see it in the expanded dashboard pane,
So that I can review and manage my saved insights.

Acceptance Criteria:

• The dashboard expands when an insight is added
• The chat pane is minimised when the dashboard is expanded

Reordering Insights

When I want to organise my dashboard,
I want to drag and reorder my insights,
So that I can structure them in a way that makes sense for my workflow.

Acceptance Criteria:

• Users can reorder insights via drag-and-drop
• The new order persists until an insight is removed

Editing Insights

When I need to refine an insight,
I want to open it for editing,
So that I can update its content while interacting with the chat.

Acceptance Criteria:

• Clicking "Edit" opens the insight in the chat interface
• Edits are applied and saved when confirmed

Removing Insights

When I no longer need an insight,
I want to remove it from my dashboard,
So that my dashboard remains relevant and uncluttered.

Acceptance Criteria:

• Users can remove insights by clicking an "X" button
• The insight is permanently deleted from the dashboard

Risks & Questions

User Experience

• Should insights be expandable/collapsible within the dashboard for better organisation?

Export & Sharing

• What format should shared dashboards use (static document vs. link)?
• Should insights retain persona-based language in exported reports?

Solution Hints

• Ensure smooth transitions between chat and dashboard views
• Keep drag-and-drop interactions intuitive and responsive
• Provide clear visual cues for editing, removing, and exporting insights

Future Work

• Ability to save and restore dashboards across sessions
• Custom layout configurations beyond simple reordering