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Custom Dashboards

Custom Dashboards let you build a project-specific view of the metrics and telemetry you monitor most often. Use them to keep related operational charts, KPIs, and notes together instead of switching between separate product pages.

Custom Dashboards are available only for projects where they have been enabled. If the Custom Dashboards page says the feature is unavailable, use the feedback button in Proximal to request access.

Create a dashboard

  1. Open the relevant project and select Custom Dashboards.
  2. Select New Dashboard.
  3. Enter a dashboard name and choose defaults for the chart and KPI time ranges.
  4. Select Add Component and configure the components you need.
  5. Drag or resize components to arrange the layout.
  6. Select Save Layout.

Use Edit Layout on an existing dashboard to change its name, time ranges, components, or arrangement. Select Exit Without Saving to discard changes made during the current edit session.

Add components

Choose Add Component while editing a dashboard. Available component types are:

  • Line chart: Plot one or more sensor traces over time. Choose a sensor type and aggregation for each trace. When aggregation is None, you can limit the trace to individual tags and add optional minimum and maximum thresholds.
  • Bar chart: Compare an aggregated sensor value across the project's devices.
  • Scatter plot: Compare two sensor types. Large selections are sampled to 1,000 representative points, so use the plot to investigate patterns rather than as a complete point-by-point export.
  • KPI card: Show one of the project's visible KPIs. Selecting a card while viewing the dashboard opens that KPI's detail page.
  • Gauge: Compare metered energy with expected energy. This component is available only when the project has an expected-energy integration.
  • Rich text: Add formatted headings, context, assumptions, or handoff notes alongside the data.

The chart date control is available while viewing a dashboard. Chart components use the selected range, which can cover up to three days. KPI cards use the dashboard's KPI time-range default: one month, month to date, year to date, or beginning of life.

Build a draft with Aria

While editing, select Build with Aria and describe the dashboard you want. For example:

Create an operations overview with production trends and key metrics.

Aria can add or revise the dashboard during that edit session, and you can ask follow-up questions to refine the draft. Review the resulting components, configuration, and layout before selecting Save Layout. Aria's changes are not saved automatically, and Exit Without Saving discards them.

Share, duplicate, and remove dashboards

Dashboard owners can use the actions on the Custom Dashboards page to:

  • share a dashboard with other users in their company;
  • update or remove access for people it has been shared with;
  • duplicate a dashboard in the current project or in other projects they can access; and
  • delete a dashboard they own.

Dashboards shared with you are listed under Shared with me. You can view a shared dashboard, remove it from your own list, or duplicate it to create an editable copy. Only the owner can edit or delete the original shared dashboard.

When you duplicate a dashboard to another project, review every component before using it. In particular, line-chart tag selections may need to be chosen again for the destination project.

Example

An operations manager creates a Morning review dashboard for a solar project. They add a metered-versus-expected-energy gauge, a KPI card for performance ratio, line charts for production and irradiance, and a rich-text note describing the day's planned maintenance. They share the finished dashboard with the project team so everyone starts the review with the same project context.