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When you ask AskHQ about your connected data, it can answer with a chart instead of just text. Save that chart and it becomes a dashboard card that reruns against your current data every time you open it.
Dashboards are built from connected systems (QuickBooks, Apploi, PrismHR). Connect a system first — see Connecting your systems.

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Create and save a chart

1

Ask a data question

For example: “What was revenue by payer last quarter?” or “Show applicants by status.”
2

Review the chart

AskHQ renders a chart alongside a note about its source, calculation, and freshness, so you can see exactly how the number was derived.
3

Save to dashboard

Click Save to dashboard. The view is saved as a definition — not a snapshot — so it recomputes against live data later.
4

Find it on Home

Saved views appear on your Home and Dashboard pages and refresh each time you open them.

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Why charts refresh automatically

A saved dashboard card stores how to compute the chart, not a frozen image. When you open it, HomecareHQ recomputes it from your current connected data — so your dashboards stay current without manual updates.
Every chart shows its calculation and data freshness. If a number looks surprising, expand the transparency details to see the source and how it was computed.