getting started

Reusable dashboard views

The five built-in dashboards remain stable analysis templates. Workspace members can save additional decision views from **Settings → Dashboard templates** without changing normalized source data.

The five built-in dashboards remain stable analysis templates. Workspace members can save additional decision views from Settings → Dashboard templates without changing normalized source data.

A saved view can define:

  • one of the five base templates;
  • a display name, title, and supporting explanation;
  • one to eight normalized metric names;
  • all products or one workspace product;
  • whether it is the default view for that base template.

Open a saved view from Settings. Default views also load when the base dashboard URL is opened without a view query parameter. View identifiers are always resolved together with the active workspace and preset; a link from another workspace cannot expose its configuration or product data.

Deleting a view does not delete metrics, products, Agent runs, or reports. Exported workspace backups include saved view configuration.