Custom Dashboards

Build your own KPI dashboards with drag-drop widgets

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Custom Dashboardsen

Custom dashboards let you compose your own analytics views with widgets. Drag, drop, resize and configure — no coding. Personal dashboards stay private; shared dashboards appear for everyone in the company.

Available widgets

  • KPI card — single metric (e.g. open WOs, MTBF, downtime cost)
  • Trend chart — line/bar over time
  • Pie chart — distribution by status, priority, asset, technician
  • Top-N table — ranking with drilldown
  • Calendar heatmap — daily activity intensity
  • List — recent items (work orders, requests, low-stock parts)

Building a dashboard

  1. Open Dashboards → New — From the sidebar (under Reports).
  2. Pick a layout — 12-column responsive grid; widgets snap and resize.
  3. Add widgets — Drag from the library; configure data source, filters and visual options.
  4. Save — Personal (only you see it) or shared (everyone in your company).

Personal vs shared

Personal dashboards are private to your user. Shared dashboards appear in /dashboards for everyone in your company; only their creator can edit them. The creator can always delete their own dashboard, even after a change of plan.

Tip

Start with 4 KPI cards on top + 2 charts below — that's the dashboard layout most teams converge on.

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