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Dashboards

Build dashboards of metric widgets that summarize your asset estate, and open, duplicate, export or edit them.

Overview

Dashboards are collections of metric widgets that give you a visual overview of your asset estate: how many assets you have, where they were discovered, how confidently they are identified, and what hardware and software they run. Open Dashboard in the Operate group of the sidebar to see every dashboard in your tenant.

There are three kinds of dashboard:

  • Built-in: provided and maintained by the platform. They cover security, compliance, hardware and operations.
  • Custom: created by your team and fully editable.
  • Default: the dashboard that opens first for your team. Any dashboard can be the default.

Viewing dashboards needs dashboard:read. Creating, editing, duplicating and deleting dashboards and widgets needs dashboard:write.

Screen tour

  1. New dashboard: opens the New dashboard dialog. Refresh next to it reloads the list, and the ? button explains the three kinds of dashboard.
  2. Stat band: shows the number of Dashboards (built-in and custom), the total Widgets across all dashboards, the current Default dashboard and the number of Built-in dashboards.
  3. Filter chips: All, Built-in, Custom and Default. Each chip shows how many dashboards it matches.
  4. Search dashboards: filters cards by name or description. Press / anywhere on the page to jump here. The search term is kept in the address bar, so you can share a filtered view.
  5. Sort: Default order, Name A–Z, Name Z–A, Most widgets or Recently updated.
  6. Actions menu (⋮): Open, Edit details, Duplicate and Delete.
  7. Open: opens the dashboard. You can also click the dashboard name.

Each card shows the dashboard name, its Default, Built-in or Custom badge, the description, up to four widget names (with +N more for the rest), the widget count and when it was last updated.

Default order puts the default dashboard first, then dashboards with the most widgets, then sorts by name. The list shows the first 15 dashboards. When more match, click View all N dashboards to see them all.

Create a dashboard

  1. Click New dashboard.
  2. Enter a Name, for example Security overview.
  3. Optionally enter a Description that says what the dashboard tracks.
  4. Click Create dashboard.

DeviceQuest opens the new, empty dashboard. Click Add widget to start adding metrics.

  1. Name: required.
  2. Description: optional.
  3. Create dashboard: creates the dashboard and opens it.

Edit a dashboard’s details

  1. On a custom dashboard’s card, open the actions menu (⋮) and click Edit details. On an open custom dashboard, click Edit instead.
  2. Change the Name or Description.
  3. To make this the dashboard that opens first for your team, select Set as default dashboard. The previous default loses its default flag automatically.
  4. Click Save changes.

Duplicate a dashboard

Duplicating copies the dashboard and all its widgets into a new custom dashboard that you can change freely.

  1. Open the actions menu (⋮) on the card and click Duplicate, or click Duplicate on an open dashboard.
  2. DeviceQuest opens the copy.

Customize a built-in dashboard

On a built-in dashboard, click Duplicate to customize. DeviceQuest opens a custom copy with the same widgets, where you can add, configure and remove widgets and edit the details. Add widget, Edit, and widget configure and remove are on custom dashboards.

When a built-in dashboard has no widgets, it shows Built-in dashboards are read-only. Duplicate this dashboard to add widgets. with a Duplicate to customize button.

Delete a dashboard

You can delete custom dashboards. To delete the current default, first make another dashboard the default. To change a built-in dashboard, duplicate it.

  1. Open the actions menu (⋮) on the card and click Delete, or click the trash button on an open dashboard.
  2. In Delete dashboard, click Delete dashboard to confirm. The dashboard and its widgets are removed permanently.

View a dashboard

  1. Export: downloads the data behind every widget as a CSV file named after the dashboard, with the columns widget, metric, category and value.
  2. Duplicate: copies the dashboard and its widgets into a new custom dashboard. On a built-in dashboard this is the primary button, Duplicate to customize.
  3. Edit: changes the name, description and default flag. On custom dashboards.
  4. Add widget: adds a metric widget to the dashboard. On custom dashboards.
  5. Delete dashboard (trash): deletes a custom dashboard.
  6. Stat band: Assets assessed (from an Asset count by type widget), Health score (from an Asset health score widget), the number of Widgets, and whether the dashboard is Built-in or Custom with its last update.
  7. Configure (pencil) and Remove (trash): change a widget’s title and display order, or remove it from the dashboard. On custom dashboards.
  8. Drill-down link: opens the asset inventory filtered or sorted to match the widget, for example Open inventory or Review low-confidence assets.

Every widget card shows the metric name above the widget title, the chart, and a one-line definition of the metric. Charts show:

  • A ranked list for distributions. Each row shows the count and its share of the total. On Asset count by type and Assets by discovery source, click a row to open the asset inventory filtered to that category. On Assets by confidence, the high and medium rows open the inventory filtered to that confidence or higher, and the low row opens it sorted by confidence, lowest first.
  • A trend line for Assets discovered over time.
  • A large score with High, Medium and Low bands for Asset health score.
  • A single large number for Assets awaiting normalization.

When a metric has no data, the widget shows No data available yet. If loading a metric is interrupted, the widget shows Failed to load metric; click Retry.

Add a widget

  1. Open the dashboard and click Add widget.
  2. Enter a Title, for example Assets by type.
  3. Choose a Metric. The metric decides the chart and its data source. See Widget metrics.
  4. Optionally set a Display order. Widgets are shown in ascending order, starting at 0.
  5. Click Add widget.

  1. Title: required. The name shown on the widget card.
  2. Metric: the data the widget shows.
  3. Display order: the widget’s position on the dashboard.
  4. Add widget: adds the widget.

Change or remove a widget

  1. On a custom dashboard, click the pencil (Configure) on the widget.
  2. In Edit widget, change the Title or Display order and click Save widget. To show a different metric, add a new widget with that metric.
  3. To remove a widget, click its trash button and then Remove widget.

Fields

New dashboard and Edit dashboard

FieldDescriptionRules
NameThe dashboard name shown on the card and page.Required.
DescriptionWhat the dashboard tracks.Optional.
Set as default dashboardMakes this the dashboard that opens first for your team.Shown in Edit dashboard. One dashboard is the default at a time.

Add widget and Edit widget

FieldDescriptionRules
TitleThe widget name.Required.
MetricThe data source and chart.Required. Chosen when you add the widget.
Display orderPosition on the dashboard, lowest first.Whole number, 0 or higher.

Widget metrics

MetricWhat it showsChart
Asset count by typeAssets grouped by their assigned asset type.Ranked list; rows open the inventory filtered by type.
Assets by discovery sourceWhere each asset was discovered: agent, network scan, cloud connector or import.Ranked list; rows open the inventory filtered by source.
Assets by confidenceAssets grouped by normalization confidence band.Ranked list colored by band; rows open the inventory filtered or sorted by confidence.
Assets by operating systemAssets grouped by their detected operating system.Ranked list.
Assets by device modelAssets grouped by their detected device model.Ranked list.
Top software titlesThe most frequently observed software titles across the estate.Ranked list.
Top device modelsThe most common device models in the estate.Ranked list.
Assets discovered over timeDistinct assets observed per day over the recent window.Trend line.
Assets by last seenAssets grouped by how recently they were last observed.Ranked list in time order.
Assets awaiting normalizationAssets whose normalization is uncertain and need a manual match.Single number.
Asset health scoreShare of assets with normalization confidence of 70% or higher (high ≥ 90%, medium 70–89%, low < 70%).Score with High, Medium and Low bands.
CPU model distributionAssets grouped by detected CPU model.Ranked list.
RAM tier distributionAssets grouped by installed memory tier.Ranked list.
Storage capacity by typeTotal storage capacity grouped by asset type.Ranked list.
GPU vendor distributionAssets grouped by GPU vendor.Ranked list.

Keyboard shortcuts

KeyAction
/Focus Search dashboards.
EscClose the open dialog, card menu or help panel.