Dashboard Customization

Personalize your dashboard layout and widgets to focus on what matters most.

Customization Features by Plan

Customizing Quick Metrics

Quick Metrics show your most important KPIs at a glance. On Business plans, you can:

1. Click the "Customize" button in the Quick Metrics section
2. Choose which metrics to display:
   • •Total Spend
   • •Month-over-Month Change
   • •Daily Average
   • •Projected Monthly Cost
   • •Cost by Provider
   • •Top Services
3. Drag to reorder the metrics
4. Click Save to apply your changes

Customizing Cost Trend Charts

Choose how you visualize your cost trends:

• •Line Chart - Best for showing trends over time
• •Bar Chart - Good for comparing periods
• •Area Chart - Shows cumulative spending
• •Stacked Chart - Compare costs across providers/services

Drag-and-Drop Layout (Business+)

Business+ users get full control over their dashboard layout:

1. Click "Edit Layout" in the dashboard header
2. Drag widgets to rearrange them
3. Resize widgets by dragging their edges
4. Add new widgets from the widget library
5. Remove widgets you don't need
6. Click "Save Layout" when finished

Available Widgets

Choose from these widget types to build your perfect dashboard:

Resetting to Default

To restore the default dashboard layout:

1. Click "Edit Layout"
2. Click "Reset to Default"
3. Confirm the reset

This will restore all widgets to their original positions and sizes.