Skip to main content
← Back to index page

🔀 Edit Dashboards Together Without Losing Changes

We’re excited to share an important upgrade to collaborative editing in reporting dashboards. Teams can now work on the same dashboard at the same time with far less risk of losing each other’s work.

Key benefits​

  • Confident team editing: work in parallel without losing each other's updates.
  • Works across tabs and blocks: teammates can divide and conquer different parts of the dashboard.
  • Predictable outcomes: when edits overlap, the latest save wins for that specific item (and previous versions are always preserved in history).
  • Better self-service at scale: designed for teams where many contributors edit dashboards regularly.

⚙️ How we keep everyone’s changes​

Here’s how Holistics combines updates when multiple people edit IN PARALLEL:

  • When someone clicks Edit, Holistics records the exact dashboard state they started from (basically: “this is the version I’m editing.”)
  • When they click Save, we compare the “before” and “after” versions to understand the user’s intended updates (for example: reordering tabs, editing a block, resizing or moving blocks, changing the canvas size, updating dashboard settings, and more).

Therefore:

  • If multiple users make changes to the same thing (e.g., editing the same block or renaming the dashboard title), the latest saved version is kept for that specific item.
  • If multiple users make different changes in the same dashboard (e.g., User A edits Block A, User B edits Block B, User C adjusts canvas size), Holistics applies all of those updates together, so no one’s changes are lost.
note

For Git users: it's similar to a PULL + MERGE, but SEMANTICALLY based on what you changed (intent), NOT RAW CODE DIFFs