Canvas
Canvas turns dashboard-building into a conversation. Type “show at-risk renewals in Q2” or “graph support volume by severity over the last 90 days” — the block appears with live data. Refine it in plain English. Build a view in five minutes that would take an afternoon in a BI tool.
Where chat is for investigation, Canvas is for monitoring: the views you check every morning, the dashboards you put on a TV, the executive summaries you send each Friday.
Building a canvas
Section titled “Building a canvas”Start blank or pick a template. Add blocks by describing them:
- “At-risk customers renewing in Q2 with ARR over $100k”
- “Top feature requests from enterprise accounts this quarter”
- “Product usage trend, last 90 days, weekly buckets”
- “Champions who departed in the last 30 days”
Sonora picks the block type, queries the data, and renders the result. Edit any block’s prompt afterward to refine — narrow filters, change the time window, switch chart types.
Block types
Section titled “Block types”Lists — Customer lists, feature requests, support tickets. Filterable, sortable, and clickable for the full record.
Tables — Structured rows with columns you specify. Exports to CSV.
Charts — Time series, bar, and pie for trends in usage, sentiment, support volume, or any numeric metric.
Metrics — Single numbers: total ARR at risk, average health score, count of open Sev-1 tickets.
Text summaries — Short narrative takeaways. “3 champions departed this month. Engagement at 5 accounts dropped to inactive.”
A library of pre-built blocks covers the obvious cases — at-risk renewals, champion changes, escalation watch, feature request leaderboards — drop one in and customize from there.
Filters
Section titled “Filters”Each block takes its own filters, edited inline. Canvas-level filters apply across every block in the view: set “enterprise tier only” once and the whole canvas respects it. Useful for swapping a single dashboard between regions, tiers, or product lines without rebuilding.
Sharing
Section titled “Sharing”Canvas links share with anyone in your workspace. Viewers see live data, scoped to their existing permissions — they won’t see customers or fields they don’t have access to in the rest of the product. Lists and tables export to CSV; charts export as PNGs for slides.
Refresh
Section titled “Refresh”Blocks pull current data on every page load. There’s no manual refresh and no syncing job to wait on — what you see is what’s in Sonora right now, including data that just arrived from a connector.