Dashboards
Learn how to build detailed dashboards using your saved reports, and how to customize their presentation and scheduled delivery to stakeholders.
Pelanor Dashboards provide an easy way to build visualizations for a diverse set of stakeholders. They are fully customizable and can be created by non-technical users by leveraging existing reports created by your organization’s FinOps or DevOps teams, or one of Pelanor’s built-in reports.
Each dashboard consists of:
- Dashboard Controls – configuration options and filters that affect the entire dashboard
- Sections – logical groupings that separate different parts or data types in the dashboard
- Widgets – data visualizations based on existing reports
Dashboard List
Shows the dashboards that exist in the current Workspace. Click Create Dashboard to add a new one.
Configuring and Personalizing Dashboards
Create or edit a dashboard
Create a new dashboard or edit an existing one from the Dashboard List page.
Add a Widget
Click the + icon and choose Widget.
Select a Report
In the side panel, pick the report you want to base the widget on and click Select.
Choose Visualization Type
Select the Visualization Type to display.
Customize
Adjust the visualization configuration options as needed (see below).
Tip: Use Sections (also under the + menu) to organize widgets in larger dashboards.
A numeric counter displaying the total cost from the selected report. Calculation options:
- Month To Date – costs from the start of the current month to today
- Total – total cost for the entire date range
- End of Month Forecast – projected cost at month-end based on current trends
- Average Spend – average daily cost over the date range
A numeric counter displaying the total cost from the selected report. Calculation options:
- Month To Date – costs from the start of the current month to today
- Total – total cost for the entire date range
- End of Month Forecast – projected cost at month-end based on current trends
- Average Spend – average daily cost over the date range
Displays the cost chart defined in the chosen report.
- Visualization Type – bar, line, pie, donut, horizontal bar, or area (defaults to the report’s setting)
- Resolution – adjust the time resolution shown
Shows the cost table returned by the report.
- Add or Remove Columns – toggle Customize columns to add properties/metrics or remove existing columns
- Rounding – enable or disable decimal rounding
- Cumulative – show running totals across the time period
Dashboard Controls
Dashboard-level controls override filters and date ranges defined in individual reports. All controls default to Inherited.
You can override:
- Time Range
- Filters
- Cost Perspectives – Amortized, Unblended, On Demand, or Inherited
- Payment Kinds – On Demand, Spot, Savings Plan, Fee, Discount, Credit, etc.
Exporting and Sharing Dashboards
Dashboards can be shared in two ways: a platform link or a scheduled summary.
Share Platform Link
Open the dashboard
Open the dashboard you want to share.
Click Share
Click Dashboard Actions → Share.
Copy Link
The link is copied to your clipboard.
The recipient must sign in to the Pelanor platform to view the dashboard.
Scheduled Summary / Export
Generate a PDF for external stakeholders or recipients without a Pelanor account.
Open the Dashboard
Open the dashboard you want to export.
Schedule Summary
Click Dashboard Actions → Schedule Summary.
Choose Delivery Channel
- Email – pick an existing user or enter an email address
- Slack – select the channel to send the report
- Teams – choose the conversation/channel
Make sure your Slack and/or Teams integrations are configured in Settings before setting up a scheduled summary.
Save Dashboard into Overview
Open Overview
Go to the Overview page.
Open Settings
Click the Settings (cog) icon.
Select Dashboard
Select the dashboard to auto-load.
Apply
Click Apply to save the configuration for all users.