Skip to main content

Creating a Dashboard

1

Start a new dashboard

Navigate to Dashboards in the sidebar and click New Dashboard. Enter a name and optional description for your dashboard.
2

Add widgets

Click Add Widget and select from your saved insights. Each insight becomes a widget on the dashboard grid. You can add as many widgets as you need.
3

Arrange the layout

Drag widgets to reposition them and use the resize handles to adjust their dimensions. The grid snaps to columns and rows for consistent alignment.
4

Configure widgets

Click a widget to customize its title, chart type, and display settings. Changes to widget configuration do not affect the underlying insight.
5

Save

Click Save to store your dashboard layout and settings.

Grid Layout

Dashboards use a responsive grid system that adapts to different screen sizes. Each widget occupies a position on the grid defined by its coordinates and size.

Widget Positioning

Each widget has the following grid properties:

Responsive Breakpoints

Widgets have separate coordinate configurations for each screen size, so your dashboard looks good on any device:
Start by designing your dashboard for the lg breakpoint, then adjust the layout at smaller breakpoints to ensure readability on mobile devices.

Widget Configuration

Click on any widget to open its settings panel. You can customize how each widget displays without modifying the underlying insight.

Title Override

By default, a widget displays the name of its linked insight. You can override this with a custom title that makes more sense in the dashboard context. For example, an insight named “Monthly Revenue by Region - 2024” might be displayed as “Revenue by Region” on the dashboard.

Visualization Override

You can change how a widget renders its data independently of the saved insight. This lets you reuse the same insight in different dashboards with different chart configurations.
Visualization overrides only affect how the widget appears on this dashboard. The saved insight and any other dashboards referencing it remain unchanged.

Display Settings

Fine-tune the visual presentation of each widget:

Dashboard Settings

Open the dashboard settings panel to configure global behavior:

Public Sharing

You can make a dashboard publicly accessible to anyone with the link, without requiring authentication.
1

Enable public access

Open dashboard settings and toggle Public Access on. Vigilos generates a unique public token.
2

Share the link

Copy the public URL and share it with anyone. Recipients can view the dashboard and its data without logging in.
3

Revoke access

Toggle Public Access off to invalidate the public token. Anyone with the old link will no longer be able to view the dashboard.
Public dashboards expose the data shown in all widgets to anyone with the link. Make sure the dashboard does not contain sensitive information before enabling public access.

Visibility

Dashboards start as private - only visible to you. You can share them with specific users (with view or edit permissions) or with your entire organization. When you share a dashboard, any insights referenced by its widgets are automatically shared as well. See Sharing & Collaboration for details.