With One, you can now turn your HR data into clear, visual dashboards using simple language. Instead of working with static tables, you can generate, customise, and explore reports with charts and metrics in seconds. This article explains when to use this feature and how to create and edit dashboards step by step.
One always works within your access permissions, so you only see what you're allowed to see.
Overview
The dashboard creation feature in One allows you to generate complete visual reports—including charts, metrics, and tables—by simply typing what you need. You can refine these dashboards conversationally or manually edit them to better fit your needs.
When and why it should be used
Use this feature when you want to:
- Quickly understand HR data through visual insights
- Create reports without manual configuration
- Explore trends in areas like headcount, recruitment, or team performance
- Save time building dashboards from scratch
It’s especially useful for HR professionals who want fast, clear insights without needing technical or analytical expertise.
How to use
- Go to One in your Factorial account
- Type a request describing the data you want to see. Examples:
- “Create a report of active employees by team”
- "Give me a funnel of all my open positions"
- Review the automatically generated dashboard
- It will include charts, metrics, and tables
- Refine the dashboard by continuing the conversation
- Example: “Add a filter by location”
- Use the available filters (e.g., team, job posting, location) to explore the data
- Click on Edit to manually adjust the dashboard if needed
If the dashboard doesn’t show the expected data, make sure your request is clear and specific, check if filters are limiting the results and verify that you have permission to access that data.
If the dashboard is too broad or not relevant, refine your request with more details (e.g., time period, department) and use follow-up instructions to adjust the output.
Tips and best practices
- Be specific in your requests to get more accurate dashboards (e.g., include timeframes or teams)
- Use follow-up prompts to refine results instead of starting over
- Combine filters to better understand trends across different segments
- Use Edit mode for final adjustments once the dashboard matches your needs
- Check your permissions if expected data is not visible
FAQ
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Do I need technical knowledge to create dashboards?
No. You can create dashboards using simple, natural language requests.
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Can I customise the dashboards after they are created?
Yes. You can refine them conversationally or use the Edit mode to make manual changes.
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Are filters included automatically?
Yes. One adds relevant filters based on your request, such as team, location, or job posting.
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Will I see all company data?
No. You will only see data that you have permission to access.
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Does creating dashboards consume credits?
Yes. Creating and editing dashboards in One consumes credits. More details will be shared soon.
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Can I save dashboards?
Saving dashboards will be available soon. Once released, you’ll be able to revisit them with refreshed data without consuming credits.