Custom Dashboards
Build your own KPI dashboards with drag-drop widgets
5 min read
Custom dashboards let you compose your own analytics views with widgets. Drag, drop, resize and configure โ no coding. Personal dashboards stay private; shared dashboards appear for everyone in the company.
Available widgets
- KPI card โ single metric (e.g. open WOs, MTBF, downtime cost)
- Trend chart โ line/bar over time
- Pie chart โ distribution by status, priority, asset, technician
- Top-N table โ ranking with drilldown
- Calendar heatmap โ daily activity intensity
- List โ recent items (work orders, requests, low-stock parts)
Building a dashboard
- Open Dashboards โ New โ From the sidebar (under Reports).
- Pick a layout โ 12-column responsive grid; widgets snap and resize.
- Add widgets โ Drag from the library; configure data source, filters and visual options.
- Save โ 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 the creator (or an admin) can edit them.
Tip
Start with 4 KPI cards on top + 2 charts below โ that's the dashboard layout most teams converge on.
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