Dashboards

Some things are easier to see than to read.

Ask, in plain words, to see something — your spending this month, your inbox by sender, how a project is really tracking — and 1Presence gathers the numbers and lays them out as a calm card of tiles and charts. Keep the ones that matter, and they quietly keep themselves current.

Not a report you build. A picture of your data, the moment you ask for it.

01Ask to see it

Ask to see it

Every other tool hands you a wall of text. You asked how the month went, and now you are reading a paragraph, hunting for the figure that matters. Some things land faster as a shape than as a sentence — what is up, what is down, where the time and the money are going.

So tell 1Presence what you want to see. It gathers the numbers from across your world — your inbox, your calendar, your files, your notes — and lays them out as a calm card of tiles, charts, tables and progress bars. No screen was built for it in advance. You spoke; it appeared.

Presence· online
Show me where my money went this month.
emaildrivevault

Here is the month at a glance — £4,820 across 23 payments. Tools and subscriptions are the biggest slice; travel is well down on last month.

Saved to your dashboards · Spending — this month · one tap to open

Your month, as a glance

Ask for your spending, and it might come back like this — the shape of it visible before you have read a word:

Spending — this monthRefreshes weekly
Spent
£4,820
across 23 payments
9% vs last month
Where it went
£4.8kspent
  • Tools & subscriptions38%
  • Travel19%
  • Food & dining16%
  • Software14%
  • Everything else13%
Biggest categories
Tools£1,830
Travel£915
Food£770
Software£670
Monthly budget
£4,820 of £6,000£1,180 left
Last six months
Trending down
Your lowest month since spring — three forgotten subscriptions cancelled.
Gathered from your receipts, bank exports and calendar — every figure shows where it came from.

And it is never just numbers. 1Presence reaches for whichever shapes fit the question — a headline figure, a ranked bar chart, a trend over time, a part-to-whole ring, a table, a list, a progress bar toward a goal — and arranges them for you. You never choose a chart type; you describe what you want to know.

Headline numbersBar chartsTrends over timePart-to-wholeTablesListsProgress to a goalA note for context

The kind of thing people keep an eye on

A few that come up again and again — though the only real limit is what you can put into words:

Spending this month

Where the money went, by category, with the recurring charges you had quietly forgotten you were paying.

Inbox by sender

Who is filling your inbox, what is still unanswered, which threads are going cold while you look elsewhere.

A project at a glance

Progress, what is blocked, what shipped this week — drawn from wherever the work actually lives.

A goal you are chasing

Training miles, revenue against target, words written — a progress bar that quietly updates itself.

It draws from your whole world

A dashboard is only as good as what it can see. 1Presence reaches across everything you have connected — and whatever it can reach, it can lay out.

1Presence
EmailCalendarDriveYour vaultGitHubStravaYour workflowsThe web

Spending, inbox load, project progress, training, code — if 1Presence can read it, it can put a shape to it.

02Keep the ones that matter

Keep the ones that matter

A one-off card answers today’s question. A dashboard you can return to answers it every day. Keep one you like and it gets its own home, separate from the chat — pinnable to your phone, ready the moment you want it.

01
Ask
Say what you want to see, in plain words.
02
See
1Presence gathers the numbers and lays them out.
03
Keep
Save the ones worth returning to.
04
Refresh
They redraw themselves on a schedule.
  • Its own home. Saved dashboards live on your Dashboards page — a living gallery where each one shows a small, real preview of itself, the actual figures rather than a placeholder, with a quiet badge for whether it is live, on a schedule, or a one-off. There is a "make me a dashboard of…" line right at the top, so a new one is always a sentence away.
  • Honest about itself. Every dashboard tells you, in plain words, where its numbers come from and when they last changed — so you always know exactly what you are looking at.
  • It keeps itself current. Set it to refresh on a schedule and it quietly redraws with fresh figures — pulled from one of your workflows, or gathered afresh by 1Presence each time. Open it on a Monday and the week is already there.
  • A calm panel for the housekeeping. Open one and a "data and freshness" panel lays it out: when it last refreshed and whether that went well, when it is due next, and the routine that keeps it current — named, one tap away. From there you can refresh it now, change how often from a few friendly presets, or pause it for a while and pick it back up later.
  • Laid out your way. Drag the cards around and resize them — a trend chart full-width across the top, the headline numbers tucked beside it — or just ask 1Presence to arrange it for you. Your layout holds steady when the figures refresh, and on a phone the cards simply stack full-width so nothing is lost.
  • One tap from the chat. When a dashboard appears in a conversation, it is one tap to open it full-size beside the chat — and an Edit dashboard button opens it there already knowing what it is built from, so you just say what to change and the rest stays exactly as it was.
  • Shareable, your way. Show it to anyone with a public, read-only link — or share it privately with someone by email, choosing whether they can just view it or edit it too. An editable dashboard is one live copy you both see; give someone edit access and they can reshape it or bring it up to date just by asking their own assistant.
03Click in for the detail

Click in for the detail

Some dashboards are really two views in one — an overview that shows the shape of things and who or what needs you next, and then the detail behind any single row. Ask for that and you get it: a "who to call next" list, a project portfolio, a spend-by-category breakdown, where each row is a door.

Tap a lead, a project, a category, and you drop straight into a view built for just that one, scoped to it, with a clear way back. It is instant — no waiting, no asking again — and it is built once and reused for every row, so a list of two projects or two hundred works exactly the same. The overview tells you where to look; one tap takes you there.

And you do not always need a row to start from. When a dashboard is built around a choice — which contact, which client, which project — it simply asks, with a tidy picker on its own page. You search and pick from a list of your real records, so you can never name one that does not exist; choose one and the whole view loads for it on the spot, and clear it to see everything again.

04Keep the whole list beside you

Keep the whole list beside you

When you work through a whole set one at a time — a call list, a client roster, a candidate pipeline — the dashboard can keep the entire list right beside you. A searchable list runs down the side: every record from your data, not just the ones you have opened. Tap any name and the whole dashboard becomes that record’s view; move to the next without ever leaving the page.

  • Filters you save. Build one — "hot leads", "London", "overdue" — give it a name, and it pins to the top as a button you tap to switch between. Each filter can match on as many details as you like at once.
  • Rows that already know their shape. When the list is a kind we recognise, like your contacts, each row lays itself out with a face, a name, a company and where they are up to — at a glance, no columns to configure.
  • Lists that act. Ask for a "who to call next" cockpit and each person gets a Call button right there. Tap it and the call opens in your chat — your own phone rings first, then connects you — with the transcript beside you. Point the Call button at a skill you have made and every call runs it, quietly taking your notes and filing the transcript when you are done.
  • It tucks away on a phone. On a narrow screen the list folds into a drawer, and your filters and sorting come with it in a panel that slides up rather than getting lost off the edge.
05Make it yours

Make it yours

A small menu on any dashboard lets you dress it in a colour that fits — a warm cream, a deep umber, a midnight tone, your team’s own shade — and the whole card answers at once: the tiles, the text, the charts and the buttons all shift into the new key together. Theme the whole board in a tap, or give a single panel or one tile its own mood. Loosen the grid for breathing room, or tighten it into one clean, continuous surface.

Whatever you choose saves itself instantly, and anyone you have shared it with sees the same look straight away. Just viewing someone else’s dashboard? You see their colours, exactly as they set them.

06You can trust what you see

You can trust what you see

Nothing on a dashboard is invented. Every figure is gathered from something genuinely yours, and the card says where it came from and how fresh it is. If the data only goes halfway — a connector hiccups, a week is still in progress — 1Presence draws what it has and tells you plainly what is missing, rather than guessing to fill the gap.

And it always looks like it belongs to you. The colours, the type, the calm — the styling is ours, the data is yours, so a dashboard arrives on-brand without you choosing a single thing.

Ask, and see

You spoke; it appeared; it stays true.

Where the money went, who fills your inbox, how a project is tracking — described in a sentence, drawn as a calm card of your own data, and kept current on its own.

Start a conversation.

Free to try. No credit card. Just you and your agent.

Works on any device. Takes 60 seconds to start.