# Custom dashboards Build your own dashboards — named boards of custom charts, scoped to a trace service and shared with your team. A **custom dashboard** is a board you build yourself: a named collection of [custom charts](/docs/platform/custom-charts.md) laid out on a grid, scoped to one of your trace services. Use it when the built-in pages don't frame your data the way your team needs — a board for cost, one for a specific user journey, one for the metrics you review in your weekly standup. This page is about *building and arranging* dashboards. For the charts that go on them — how a chart is defined, the chart types, metrics, and Slack digests — see [Custom charts](/docs/platform/custom-charts.md). ## What it is A dashboard is a saved layout, not a saved snapshot. Each chart on it is a live query (see [Custom charts](/docs/platform/custom-charts.md)), so the whole board re-reads your telemetry every time it opens — there's nothing to refresh manually. Dashboards have three defining properties: - **Scoped to a trace service.** A dashboard belongs to one service. Switch services and you see that service's dashboards. - **Named, and there can be many.** You're not limited to one board per service — create as many as you like and give each a name and an icon so they're easy to tell apart. - **Shared with your team.** Dashboards are tenant-wide, not private. Everyone with access to the tenant sees the same set of dashboards, and any member can edit them. There are no personal, per-user dashboards. ## How to create a dashboard Create a new dashboard, and set: - **A name and icon** — what your team will see in the switcher. - **A starting point** — either a **template** (a board pre-filled with a themed set of charts) or a **blank** board you fill in yourself. - **A focus filter** (optional) — a cohort that every chart on the board is narrowed to. See [Focus filter](#focus-filter) below. A new dashboard opens in **draft** state. Arrange it, add and tweak charts, then **save** — nothing is shared with your team until you do. Discard the draft and the board is never created. ## Templates A template is a blank dashboard's head start: a themed board that already has a coherent set of charts on it, which you then keep, remove, or edit. Templates are organized around the questions teams most often ask: - **Tool focus** — how your agent's tools are used and where they fail. - **Intent focus** — what users are trying to do and how those intents trend. - **Journey focus** — how conversations flow and where they drop off. - **Issue focus** — what's breaking and how issue volume moves over time. - **Blank** — no charts; start from an empty grid. Templates are a starting layout, not a fixed one. Once created, a dashboard is fully yours to change — the template only decides which charts it opens with. ## Focus filter A **focus filter** narrows the *entire dashboard* to one cohort — a single tool, intent, journey, issue type, or any filterable dimension. Set it once and every chart on the board answers its question *for that cohort only*, without you editing each chart. This is what makes a template like "Tool focus" reusable: point the focus filter at a specific tool and the whole board becomes a report about that tool. Change the focus and the same charts re-scope to the new cohort. ## Arranging the grid Charts live on a drag-and-resize grid. - **Drag** a chart by its header to move it; **drag its edge** to resize. - The layout is **responsive** — Brizz remembers your arrangement per screen size, so a board you tune on a wide monitor still reads well on a laptop. - Layout changes are part of the **draft** — rearrange freely, then **save** to publish the new layout to your team. Until you save, only you see the changes. ## Cross-filter drill-down Charts on a dashboard are interactive. Clicking into a data point — a bar, a slice, a row — drills the view down to that segment, so a click on "the checkout tool" or "the refund intent" narrows what you're looking at without opening the chart builder. It's the fast path from "something looks off in this chart" to "show me exactly those sessions." ## Date range A dashboard has a single **date range** that applies to every chart on it. Change the range and the whole board re-queries for that window. Individual charts still express their own time bucketing (see [time series in Custom charts](/docs/platform/custom-charts.md#time-series-and-bucketing)), but the outer window is shared. ## Sharing Every dashboard has a shareable **URL**. The link reproduces the *current view* — the dashboard, its focus filter, and its date range — so a teammate opens exactly what you're looking at. Two things to know about a shared link: - **It's a view, not a snapshot.** The recipient sees live data for that view, not a frozen copy of your numbers. - **It doesn't grant access or edit rights.** The recipient still needs access to the tenant to open it. Sharing a URL is a pointer, not a permission grant. ## Managing dashboards Manage an existing dashboard from its header: - **Rename** it by clicking the dashboard title and typing a new name. - **Change its icon** or **delete** the dashboard from its settings menu. There's no one-click "duplicate dashboard" — duplication works at the [chart level](/docs/platform/custom-charts.md#editing-and-duplicating-charts) instead. To spin up a themed variant of a board quickly, start a new dashboard from a [template](#templates). Because dashboards are tenant-shared, these actions affect **everyone** on your tenant: rename or delete a board and it changes for the whole team, not just for you. ## Availability Custom dashboards are gated by a tenant feature setting and a plan tier. If you don't see the option to create dashboards, the feature isn't enabled for your tenant yet — contact your Brizz admin or reach out to Brizz. Where the feature is enabled, **any member of the tenant can create and edit** dashboards; there's no separate dashboard-editor role. ## See also - [Custom charts](/docs/platform/custom-charts.md) — how to build the charts that go on a dashboard. - [Cost calculation](/docs/platform/cost-calculation.md) — the cost metric behind cost charts. - [Sessions](/docs/platform/sessions.md) — the underlying data most charts aggregate.