Create custom dashboards tailored to your operational needs.

The MSP Dashboards page allows Managed Service Provider (MSP) administrators to create, manage, and access custom dashboards for monitoring multiple customers, cloud environments, operational metrics, and platform-wide insights.

Custom dashboards help MSP teams centralize important information and create personalized views for monitoring customer environments, governance, security, FinOps, and operational performance.

OverviewCopy Anchor Link

The MSP Dashboards page enables administrators to:

• Create custom dashboards.
• Organize customer-specific views.
• Monitor cloud operations across multiple enterprises.
• Access dashboards from a centralized location.
• Configure default dashboards.
• Customize reporting and visualization layouts.
• Improve operational visibility.

Dashboard WorkspaceCopy Anchor Link

The dashboard workspace displays all available dashboards created within the MSP environment.

If no dashboards have been created, the page displays a dashboard creation prompt.

Example:

No dashboards yet.
Create Your First Dashboard

Users can start building dashboards immediately using the dashboard creation wizard.

Dashboard ListCopy Anchor Link

Once dashboards have been created, each dashboard appears as a dashboard card containing:

• Dashboard Name
• Creation Date
• Description
• Dashboard Actions

This layout helps users quickly identify and access available dashboards.

Create DashboardCopy Anchor Link

Users can create a new dashboard by clicking:

Create Dashboard

or

Create Your First Dashboard

The dashboard creation panel opens on the right side of the page.

Create MSP DashboardCopy Anchor Link

The Create Dashboard page allows MSP administrators to create new custom dashboards tailored to operational, governance, financial, security, or customer-specific requirements.

A dashboard can be configured with a unique name, description, and default dashboard settings.

Dashboard ConfigurationCopy Anchor Link

The dashboard creation panel contains the following configuration fields.

Dashboard NameCopy Anchor Link

The Dashboard Name field specifies the display name of the dashboard.

Examples:

Operations Overview

Customer Health Dashboard

Governance Compliance Dashboard

MSP Executive Summary

RequirementsCopy Anchor Link

• Dashboard Name is required.
• Names should clearly represent the dashboard purpose.
• Dashboard names should be unique and easily identifiable.

Set Default DashboardCopy Anchor Link

The Set Default Dashboard option allows users to designate a dashboard as their default dashboard view.

When configured:

• The selected dashboard becomes the preferred landing dashboard.
• Users can quickly access their most frequently used dashboard.
• Dashboard navigation is simplified.

Select a dashboard from the dropdown list to assign it as the default dashboard.

DescriptionCopy Anchor Link

The Description field provides additional details about the dashboard.

Examples:

Provides operational visibility into customer resources, costs, and governance compliance.

Tracks cloud spending, budget utilization, and optimization opportunities across managed enterprises.

Displays security findings and compliance status for customer environments.

Descriptions help administrators identify dashboard purposes and improve dashboard organization.

Steps to Create a New DashboardCopy Anchor Link

Step 1Copy Anchor Link

Navigate to:

Dashboards

Step 2Copy Anchor Link

Click:

Create Dashboard

or

Create Your First Dashboard

The dashboard creation panel opens.

Step 3Copy Anchor Link

Enter a Dashboard Name.

Example:

MSP Operations Dashboard

Step 4Copy Anchor Link

(Optional) Select a dashboard under:

Set Default Dashboard

This will make the selected dashboard the default dashboard view.

Step 5Copy Anchor Link

Enter a dashboard description.

Example:

Provides a consolidated view of customer operations, governance, cloud spending, and security insights.

Step 6Copy Anchor Link

Review the dashboard details.

Verify:

• Dashboard Name
• Default Dashboard selection
• Dashboard Description

Step 7Copy Anchor Link

Click:

Create Dashboard

The new dashboard is created and added to the Dashboard List.

Cancel Dashboard CreationCopy Anchor Link

To exit without creating a dashboard:

1. Click Cancel.
2. The creation panel closes.
3. No dashboard is created.

Dashboard Use CasesCopy Anchor Link

MSP dashboards can be created for various business needs, including:

Operations DashboardCopy Anchor Link

Monitor:

• Customer resources
• Discovery status
• Infrastructure health
• Operational performance

FinOps DashboardCopy Anchor Link

Monitor:

• Cloud spending
• Budget utilization
• Cost optimization opportunities
• Forecasted costs

Governance DashboardCopy Anchor Link

Monitor:

• Compliance scores
• Policy violations
• Governance trends
• Audit readiness

Security DashboardCopy Anchor Link

Monitor:

• Security findings
• Risk exposure
• Critical vulnerabilities
• Compliance posture

Executive DashboardCopy Anchor Link

Monitor:

• Business KPI metrics
• Customer adoption
• Revenue insights
• Multi-customer summaries