Managing Dashboards

Guide

The Dashboard Hub is customizable. You decide which dashboards show up, on which tab, in what size, and in which order. Everything is saved automatically — and admins can pin a default configuration for the whole organization or workspace.

---

Adding dashboards

1. Open the add panel

   Click the edit button (pencil icon) in the top-right corner of the Hub.

2. Browse available dashboards

   A side panel shows every dashboard available in the current scope. Use:

   • Search to find dashboards by name
   • Category filter (Metrics, Analytics, Reports)
   • Origin filter (Organization, Workspace, Agent, Integration)

3. Add to the Hub

   Click the ”+” button on the desired dashboard card. It is placed on the first compatible slot available in the current tab.

Note

Available dashboards depend on what is installed in the scope: native dashboards ship with the organization and workspace; agent dashboards appear after installing an agent; integration dashboards appear after connecting a tool. See Dashboard Types for details.

---

Removing dashboards

1. Locate the card you want to remove.
2. Click the action menu (three dots) in the top-right corner of the card.
3. Select Remove or Unpin Dashboard.

Tip

Removing a dashboard from the panel does not delete its data. You can add it back at any time from the add panel.

---

Organizing into tabs

When the Hub starts to feel crowded, it helps to split by context — for example, an “Operations” tab, an “AI Cost” tab, a “Quality” tab.

Action	How to do it
Create tab	Click the + button next to the existing tabs
Rename	Double-click the tab name
Reorder	Drag the tab to the desired position
Delete	Tab menu → Delete (dashboards return to the add panel)

Each tab has its own independent layout. Adding, removing or resizing dashboards in one tab does not affect the others.

---

Customizing the layout

The Hub uses a system of resizable slots with drag-and-drop.

Available sizes

Size	Grid width
Small	1 column
Medium	Half of the grid
Large	2/3 of the grid
Full width	The whole grid

Drag and drop

• Move — drag the card by the top handle to the desired position
• Resize — open the card menu and pick the size, or pull the side handle
• Slot compatibility — Prodgy prevents incompatible types from sharing a slot (e.g. a table does not fit in a small KPI slot)

Tip

If you don’t want to start from scratch, Prodgy offers suggested layouts with pre-built configurations for common cases. Open them from the tab’s customization menu and pick the one closest to what you need — then tweak away.

---

Saving as default

Caution

This capability is reserved for admins of the organization or workspace.

When you reach a layout that fits the whole team, you can save it as the default. Whoever opens the Hub for the first time starts with that configuration — no setup needed.

1. Shape the Hub the way you want: tabs, dashboards, sizes, order.
2. Open the Hub customization menu (gear icon at the top of the page).
3. Pick Save as default:
   • Organization default — applies to the company-wide executive view
   • Workspace default — applies only to the current workspace
4. Confirm. The configuration becomes the starting point for everyone in the chosen scope.

How the preference cascade works

Prodgy resolves the layout each user sees in this order:

1. Your personal preferences — what you tweaked. Always wins.
2. Scope default — what the organization or workspace admin saved.
3. Platform default — the initial layout shipped by Prodgy.

That means the default set by the admin only appears to people who haven’t personalized anything yet. Whoever already tweaked keeps their own layout.

---

Resetting preferences

If your customization got out of hand and you want to fall back to the scope’s layout (admin- or platform-defined), just reset.

1. Open the Hub customization menu.
2. Select Restore default.
3. Confirm — your personal preferences are discarded and the Hub falls back to the default in the cascade above.

Note

Restoring only affects your panel — it doesn’t touch other members’ preferences or the admin-saved default.

---

Per-dashboard actions

From each card’s action menu, you can:

Action	Description
Settings	Adjust filters and card size
Refresh	Force a manual data refresh
Export CSV	Download the dashboard data as CSV
Rename	Personalize the dashboard title in your panel
Pin / Unpin	Add or remove the dashboard from the Hub

Available filters

Filter type	Description
Selection	Single choice in a dropdown
Multi-selection	Multiple options with checkboxes
Date	Single-date picker
Period	Date range with presets (last 7, 14, 30, 60, 90 days…)
Number	Numeric input
Text	Text search field