Use this article to understand how Custom Dashboards help teams create repeatable reporting views for their own analysis and operating cadence.
Build the view your team needs
Custom Dashboards let teams create focused dashboard views for their own reporting, analysis, and operating cadence.
Instead of relying only on standard dashboards, Admin and Power Users can create dashboards tailored to specific teams, reviews, metrics, or business questions.
Custom Dashboards can include widgets from default reports or saved reports, helping teams bring the right views together in one place.
What you can do
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Create dashboard views tailored to a team or use case.
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Add widgets from default reports.
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Add widgets from saved reports.
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Apply dashboard level and widget level filters.
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Use filters to refine dashboard data by relevant dimensions.
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Use grids, charts, and report views for analysis.
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Compare multiple models in custom dashboard views where supported.
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Create repeatable views for leadership reviews, operating cadences, or focused analysis.
Custom dashboard access
Custom Dashboards are designed for Admin and Power Users.
Viewers may have read-only access to custom dashboards depending on role and configuration.
Dashboard Only users may be assigned access to a default dashboard, where they can view the dashboard, apply filters, and drill down where supported.
How teams use Custom Dashboards
Finance teams use Custom Dashboards to create recurring views for budget reviews, variance discussions, and leadership updates.
IT and FinOps teams use them to monitor cost drivers, cloud trends, vendor spend, and service performance.
Business stakeholders use them to review the metrics most relevant to their area without navigating the full platform.
Filters and context
Custom Dashboards support filtering at different levels.
Dashboard level filters help set the overall context for the view. Widget level filters help refine individual charts or tables.
This gives teams flexibility, but it also means filters should be reviewed carefully before interpreting results.
What makes it different
Custom Dashboards help teams turn Yarken into their own operating workspace.
Standard dashboards give common views. Custom Dashboards let teams assemble the views they need for the way they actually manage spend.
This is useful when the same group reviews the same cost pools, vendors, cloud services, entities, models, or planning metrics on a regular cadence.
When to use Custom Dashboards
Use Custom Dashboards when standard dashboards do not fully match the review, reporting, or analysis your team needs.
Use them when you want a repeatable view for leadership meetings, financial reviews, FinOps reviews, service reviews, or customer specific reporting.
For detailed step by step instructions on creating custom dashboards, adding widgets, applying filters, editing dashboard views, and managing access, refer to the relevant user guides.
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