Understanding Custom Dashboards

Custom Dashboards in Opsera enable users to build, organize, and visualize KPIs tailored to their teams, projects, and organizational structure.

A Custom Dashboard allows you to:

• Apply organization, application, and project-level filters

• Customize what metrics are displayed and how they are visualized

• Organize dashboards using Flat View or Hierarchy View

Key Values:

• Personalized Insights: View only the KPIs relevant to your role or team

• Scalable Organization: Support both flat and hierarchical dashboard structures

• Flexible Filtering: Slice data by organization, application, and project

• Reusable Templates: Quickly build dashboards using predefined KPI templates

• Better Decision Making: Focused, contextual, and time-bound analytics

Accessing Custom Dashboards

1. Navigate to Insights NX.

2. Select Custom Dashboards from the left navigation panel.

Navigation for Custom Dashboards

Users can seamlessly switch between Flat View and Hierarchy View. This improves dashboard usability, specially for environments with complex hierarchical structures.

Supported navigation views:

• Flat View for a simplified, list-based experience

• Hierarchy View for a structured, level-based representation of dashboards

By default, Hierarchy View is enabled.

Flat View

Flat View displays all custom dashboards in a single, non-hierarchical list.

This view does not show any organizational relationships between dashboards. Dashboards appear as a straightforward list, making it easy to scan, search, and open dashboards when the structure is not important.

• Dashboards are shown in a linear list

• No parent-child relationships are displayed

• Easy to search and access dashboards by name

Flat View works best when:

• You have a small number of dashboards

• You already know the dashboard name

• You want quick, no-friction access without navigating levels

Example

A developer or analyst working with 5–10 dashboards may prefer Flat View to quickly open a dashboard like “Sprint Velocity – Team A” without expanding any organizational levels.

Hierarchy View

Hierarchy View organizes dashboards based on their mapped hierarchy.Dashboards are grouped by their organizational levels. This makes it easier to understand how dashboards relate to teams and offerings. Learn more here.

When Hierarchy View is Useful

Hierarchy View is ideal when:

• Working in enterprise or multi-team environments

• Dashboards are mapped to organizational hierarchies

• Leaders or managers need to review dashboards across multiple teams or offerings

Example

A delivery manager overseeing multiple offerings can expand: Organization → Application → Project to view dashboards specific to each team, instead of scrolling through a long list of unrelated dashboards.

Applying Filters on a Custom Dashboard

Filters allow you to scope data precisely.

1. Click the Settings (⚙️) icon

2. Open the Filters tab

3. Select required values for:

   • Organization

   • Application

   • Project

4. Click Apply

Customizing a Dashboard

To Edit KPIs:

1. Open the custom dashboard.

2. Click the Edit KPI Button.

3. Toggle to add or remove a KPI.

To configure Time Range:

• Select predefined ranges (Last 30/90/180 days)

• Choose custom date ranges for deeper analysis