Dashboard Builder

The Dashboard Builder lets you create custom dashboards by selecting and arranging widgets. Build role-specific or department-specific views with the metrics that matter most.

Creating a Custom Dashboard

1. Navigate to Dashboards → + New Dashboard
2. Give it a name (e.g., "IT Audit Quarterly View")
3. The builder canvas opens with an empty grid

Adding Widgets

Click + Add Widget and select from:

Widget Type	Description	Configuration
Metric Card	Single KPI with trend	Select metric, date range
Bar Chart	Categorical comparison	Select data source, grouping
Line Chart	Trend over time	Select metric, time range
Pie/Donut	Distribution breakdown	Select dimension, values
Table	Tabular data view	Select columns, filters
KRI Gauge	KRI with threshold bands	Select KRI
Activity Feed	Recent audit log events	Filter by module
Findings Heat Map	Severity × Status matrix	Select engagements

Layout

• Drag widgets to reposition them on the grid
• Resize widgets by dragging edges
• The grid auto-adjusts for responsive display

Data Sources

Widgets pull from DashboardMetric records:

Source	Examples
Engagements	Count by status, duration trends
Findings	Severity distribution, aging analysis
Action Plans	Completion rates, overdue counts
KRIs	Current values, threshold status
Universe	Coverage metrics, risk scores
Audit Logs	Activity volume, user actions

Sharing

• Private — only you can see the dashboard
• Team — visible to your role group
• Public — visible to all users in your organization
• Pinned — set as the default dashboard for a role

Permissions

Action	Auditor	Manager	CAE	Admin
Create dashboards	✅	✅	✅	✅
Edit own dashboards	✅	✅	✅	✅
Share with team	❌	✅	✅	✅
Pin as default	❌	❌	✅	✅