Custom Dashboard 🛠️
Overview
The Custom Dashboard Composer lets you build personalised dashboards by selecting individual charts from any Analytics Pro category. Each dashboard can mix charts across categories, scope to a specific building, and apply the standard filter set, providing a focused workspace for any audience.
Use it to:
Build per-audience dashboards (your own, your manager's, the CFO's)
Combine charts from different categories that the standard dashboards keep separate
Create site-specific dashboards scoped to a single building
Provide focused views for daily standups, monthly reviews, or compliance monitoring
Creating a Dashboard
Launched from Analytics Pro → Dashboards → Create Dashboard, the composer presents a builder interface.
Step 1 — Name the Dashboard
Provide a clear, descriptive name. Names appear in the dashboard list and the page header.
Step 2 — Select Dashboards and Charts
A collapsible card is displayed for each of the seven dashboard categories:
Space Usage and Trends
Energy
Occupancy
Air Quality and CO₂
Temperature and Humidity
Ambient Noise
Water Usage
For each category:
A checkbox at the category level adds or removes the entire dashboard
The card expands to reveal the individual charts available
Each chart can be toggled individually
Select All and Deselect All buttons are available per category
A live counter shows the total number of charts selected
Step 3 — Save
The Create Dashboard button is enabled once a name is provided and at least one chart is selected. On save, the dashboard is stored in browser storage and the user is redirected to the new dashboard view.
Editing a Dashboard
Dashboards can be edited at any time from the dashboard list. The composer pre-populates with the existing selection. The Save Changes button updates the stored dashboard and redirects to the view.
Viewing a Dashboard
A custom dashboard renders all selected charts in a responsive grid layout. Each chart preserves the full Analytics Pro feature set:
Filter integration (date range, building, floor, resource type)
AI Chart Explain (subject to license)
View Data, Refresh, and Export options (PNG, PDF, CSV, JSON)
Filters at the top of the dashboard apply to every chart that supports them.
Chart Catalog
Every chart in Analytics Pro is available in the catalog, organised by category. Individual chart entries include a layout size and minimum height so the composer produces a consistent, readable grid.
A small number of dashboard-only charts (typically high-density visualisations such as the Daily Usage Heatmap) are flagged for inclusion in dashboards but excluded from the Reports feature.
Storage and Limits
Up to 20 dashboards per user
Stored in browser storage; dashboards do not currently sync across devices
Filtered by the buildings the user has access to — only dashboards scoped to accessible buildings are visible
Availability
BasicAI
❌
AnalyticsPro
✅
Enterprise
✅
Requires the company-level Analytics Pro flag to be enabled.
Use Cases
My Building — a single dashboard with the six metrics most relevant to your role, scoped to your primary building
Daily Standup — yesterday's reservations, no-show rate, occupancy peak, CO₂ peak, and water consumption on one page
Sustainability Board View — Energy kWh, CO₂ kgCO₂, and Water litres on one screen for ESG reporting
Cold-Spot Watch — Temperature by Resource and Damp & Mould Risk for a vulnerable building
Compliance Monitor — HTM 04-01 hot-water temperature and damp/mould risk for healthcare estates
Best Practices
Build one dashboard per audience rather than a single catch-all
Pair a high-level KPI chart with a drill-down chart underneath — the same metric viewed at two zoom levels
Place the most important chart top-left; the eye reads top-left first
Scope each dashboard to a specific building to avoid mismatched filter behaviour
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