Set Up Your First Dashboard

This playbook provides a step-by-step, professional guide to setting up your first insights dashboard in Opsera.

Step 1: Explore Insights & Choose Your Focus

Navigate to Unified Insights → Overview in the Opsera Portal.

• Inner Loop Dashboards: Focus on development efficiency → DevEx, Copilot, Code Reliability, Velocity, Quality, etc.

• Outer Loop Dashboards: Focus on delivery, security & leadership metrics → DORA, Security, Release Management, Leadership, etc.

Step 2: Choose Your Dashboard Type

Select the dashboard that aligns with your goals:

Use Case	Recommended Dashboard
Developer experience & metrics	DevEx Dashboard
Code quality & security	Code Reliability or Security
Delivery metrics	DORA
Sprint-level planning	Sprint Velocity
Leadership insights	Leadership
GitHub-specific metrics	GitHub Copilot, GitHub Advanced Security

💡 Pro Tip: Choose dashboards based on your persona (Engineer, Manager, DevOps, etc.)

Step 3: Set Dashboard Name & Description

1. Login to Opsera.

2. From the left navigation bar select Unified Insights > Overview.

3. Click +Create New > Dashboard.

4. In the wizard, choose the dashboard type.

   
5. In the next step, fill in clear, purposeful details:

• Dashboard Name: Example: DevEx Insights – Q3 2025

• Description: Track commit activity, PR throughput, pipeline efficiency, and artifact delivery to improve developer experience.

1. Once done, review and Save your dashboard details.

Dashboard Actions

Dashboard actions can be accessed by clicking the three-dot menu (⋮) in the "Actions" column next to each dashboard name.​

Configure/Edit Dashboard Access

The RBAC (Role-Based Access Control) option lets you manage who can view, edit, or administrate the dashboard. Adjust user or group permissions to suit security and collaboration requirements.

Additional Dashboard Access

• Edit Dashboard Use the Edit Dashboard option to modify the settings of your selected dashboard.

• Clone Dashboard Select Clone Dashboard to create a copy of the current dashboard. This is useful for reusing dashboard structures or templates without starting from scratch.

• Audit Logs Select Audit Logs to view who changed the dashboard, when they changed them, and what action they took, with filters on the left so you can narrow results by date, role, user, and action type.​

  • date filters (From / To)

    • From: pick the earliest date you want to include; the log will show only dashboard activities that happened on or after this date.​

    • To: pick the latest date you want to include; leaving this blank typically returns all records from the From date through “now,” which is useful for ongoing investigations.​

  • Site Roles filter

    • Site Roles lets you restrict the list to activity done by specific permission levels, which is helpful when you only want, for example, admin changes or end‑user edits.​

  • User filter

    • The User dropdown lets you focus on actions performed by a specific individual or review activity for “All Users.”​

  • Action filter

    • The Action section lets you filter by the type of event recorded in the log, such as Create, Dashboard Updated, or Date Updated.​

• Delete Dashboard Click Delete Dashboard to permanently remove a dashboard.

• Marking a Dashboard as Favorite To mark a dashboard as a favorite, click the star icon next to the dashboard name in the dashboard list. Favoriting a dashboard allows it to be quickly accessed and highlighted for future use.​ All items marked as favorites can be conveniently found under the "Favourites" tab in the left-hand menu.

To remove a dashboard from favorites, simply click the star icon again to unmark it.

Dashboard List Filters and Column Settings

Filter Options

Refine the dashboard list by applying filters to display relevant dashboards based on selected criteria:​

• Category: Filter dashboards by their functional or business category.

• Created By: Show dashboards created by specific users or teams.

• Project: Narrow results to dashboards linked to particular projects.

• Application: Display dashboards associated with selected applications.

• Organization: Filter dashboards by organization, if your workspace includes multiple entities.

Column Settings

The dashboard table’s columns are highly customizable for improved clarity and accessibility:​

• Sort by ASC / DESC: Sort dashboards in ascending or descending order based on column values.

• Pin to left / Pin to right: Pin columns to either the left or right of the table for prioritization.

• Filter: Apply column-specific filters for more granular control.

• Hide Column: Remove unnecessary columns from view.

• Manage Columns: Open a multi-select menu to show, hide, or reorder table columns, including searching for specific columns.

  

Select or deselect columns using the manage columns dialog to focus the dashboard table on the most relevant information for your workflow.

Renaming KPIs

Easily rename KPIs for clarity or team alignment:

How to Rename a KPI:

1. Locate the KPI Card Find the widget (e.g., "Commit Statistics") on your dashboard canvas.

2. Click the Pencil Icon Hover over the top-right corner of the card and click the ✏️ icon.

3. Edit the Title Enter your custom name (e.g., “PR Velocity” instead of “Pull Request Statistics”).

4. Save Your Change Press Enter or click outside the field. The title updates instantly.

🔄 Repeat this for any KPI to reflect your team’s terminology.