Dashboard Image
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

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Dashboard List

Dashboard List
Shows the dashboards that exist in the current Workspace. Click Create Dashboard to add a new one.

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Configuring and Personalizing Dashboards

1

Create or edit a dashboard

Create a new dashboard or edit an existing one from the Dashboard List page.
2

Add a Widget

Click the + icon and choose Widget.
3

Select a Report

In the side panel, pick the report you want to base the widget on and click Select.
4

Choose Visualization Type

Select the Visualization Type to display.
5

Customize

Adjust the visualization configuration options as needed (see below).
Tip: Use Sections (also under the + menu) to organize widgets in larger dashboards.
Dashboard Configuration Screenshot
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

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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.

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Exporting and Sharing Dashboards

Scheduled Summary
Dashboards can be shared in two ways: a platform link or a scheduled summary.
1

Open the dashboard

Open the dashboard you want to share.
2

Click Share

Click Dashboard Actions → Share.
3

Copy Link

The link is copied to your clipboard.
The recipient must sign in to the Pelanor platform to view the dashboard.

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Scheduled Summary / Export

Generate a PDF for external stakeholders or recipients without a Pelanor account.
1

Open the Dashboard

Open the dashboard you want to export.
2

Schedule Summary

Click Dashboard Actions → Schedule Summary.
3

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.

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Save Dashboard into Overview

1

Open Overview

Go to the Overview page.
2

Open Settings

Click the Settings (cog) icon.
3

Select Dashboard

Select the dashboard to auto-load.
4

Apply

Click Apply to save the configuration for all users.