# Custom dashboards

Build a dashboard tailored to a specific audience — finance, engineering, a single product team — by composing widgets on a drag-and-drop canvas. Save as many as you like.

> **Plan requirement.** Custom dashboards are available on **Scale** and above. Trial and Growth users see the standard [Overview](/core-features/overview-dashboard.md) only.

## When to use a custom dashboard vs. the Overview

| Use the Overview when…               | Build a custom dashboard when…                       |
| ------------------------------------ | ---------------------------------------------------- |
| You want a quick read on total spend | A specific stakeholder only needs certain KPIs       |
| You're triaging an anomaly           | You want a recurring monthly review surface          |
| You're a single-team account         | You support multiple teams with different priorities |
| You don't need to share a layout     | You want a teammate to see the same view             |

## Creating your first dashboard

1. Open **Dashboards** in the sidebar.
2. Click **+ New dashboard**.
3. Give it a name (e.g. *Marketing AI Spend*) and an optional description.
4. The empty canvas opens in **edit mode**.

## Adding widgets

Click **+ Add widget** to open the widget library. Each widget has its own settings.

| Widget                   | What it shows                                   |
| ------------------------ | ----------------------------------------------- |
| **Total spend**          | A single big-number tile                        |
| **Spend trend**          | Line chart over time, by provider               |
| **Top providers**        | Donut chart                                     |
| **Top tags**             | Horizontal bar chart of your biggest tag values |
| **Top models**           | Table with cost and cost-per-1k tokens          |
| **KPI tile**             | Any standard or custom KPI                      |
| **Anomalies feed**       | Live list of recent anomalies                   |
| **Forecast tile**        | Next 30-day projection                          |
| **Allocation breakdown** | Stacked bar split by tag                        |

Each widget can use the dashboard's overall timeframe or set its own.

## Layout & resizing

* **Drag** a widget by its title bar to move it.
* **Resize** by grabbing the bottom-right corner — widgets snap to a clean grid.
* **Remove** by clicking the **×** in the widget header.

When you switch from edit mode to view mode, the layout locks. You can switch back to edit any time.

## Dashboard-wide settings

The dashboard header lets you set:

* **Timeframe** — applies to every widget that doesn't override it
* **Provider filter** — narrows every widget to one or more providers
* **Tag filter** — narrows every widget to one or more tag values

Changes propagate so the whole dashboard stays consistent.

## Saving and reusing

* **Save** — click the save icon, or press Ctrl/Cmd + S
* **Duplicate** — clone a dashboard as a starting point for a new one
* **Share** — copy the dashboard URL to send to a teammate

## Starter templates

Two built-in templates get you off the ground quickly. From **+ New dashboard → From template**:

* **Finance overview** — total spend, top providers, top tags, monthly trend, forecast
* **Engineering ops** — top models, cost-per-1k tokens, anomalies feed, recent events

Use them as a starting point and customize from there.

## How many dashboards can I have?

| Plan       | Maximum dashboards |
| ---------- | ------------------ |
| Trial      | not available      |
| Growth     | not available      |
| Scale      | 20                 |
| Enterprise | unlimited          |

If you hit the limit, delete an unused dashboard from the Dashboards index page or upgrade your plan.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.finora.services/core-features/custom-dashboards.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
