Dashboard Overview

Dashboard Overview

The Dashboard is your command center for monitoring incidents, tracking team activity, and accessing quick actions. It provides real-time metrics and updates via WebSocket to keep you informed of your team’s operational status.

Dashboard Components

Live Metrics Panel

The live metrics panel displays key operational indicators:

Active Incidents

• Count of unresolved incidents
• Breakdown by severity (Critical, High, Medium, Low)
• Visual indicators for urgent attention needed
• Trend indicators (↑ increasing, → stable, ↓ decreasing)

Recent Procedure Executions

• Success rates for recent executions
• Average execution time
• Currently running procedures
• Most frequently executed procedures

Team Activity

• Active team members
• Recent comments and updates
• Collaboration metrics
• Team response times

System Health

• Integration status (connected/disconnected)
• WebSocket connection status
• API health indicators
• Platform version information

Quick Actions

Access frequently used actions directly from the dashboard:

Create New Incident

Dashboard → "Create Incident" button

• Quickly create incidents without navigating away
• Chrome extension can auto-populate from monitoring platforms
• Template-based creation for common incident types

Execute Procedure

Dashboard → "Execute Procedure" button

• Browse available procedures
• Filter by category or search by name
• View execution history before starting
• One-click execution for favorited procedures

Search Knowledge Base

Dashboard → Search icon OR Ctrl+K (Cmd+K on Mac)

• Semantic search across all content
• Natural language query support
• Results include incidents, procedures, comments
• AI-powered relevance ranking

View Recent Activity

Dashboard → Activity Feed (right sidebar)

• Real-time stream of team activities
• Filter by activity type
• Quick navigation to related items
• @mention notifications highlighted

Activity Feed

The activity feed shows real-time updates from your team:

Activity Types

• 🆕 New incidents created
• 📝 Incident status changes
• ✅ Procedure executions completed
• 💬 Comments and @mentions
• 🔧 Integration status changes
• ⚙️ System notifications

Features

• Auto-scroll to new activities
• Click any activity to navigate to details
• Filter by team member or activity type
• Mark activities as read
• Configure notification preferences

Dashboard Customization

Widget Configuration

Customize your dashboard layout and widgets:

Drag and Drop Organization

1. Click the “Edit Layout” button (top right)
2. Drag widgets to reposition
3. Resize widgets by dragging corners
4. Click “Save Layout” to persist changes

Widget Settings

• Click gear icon on any widget
• Configure data ranges (1 hour to 30 days)
• Set refresh intervals
• Choose visualization type (chart, list, table)
• Hide/show specific metrics

Available Widgets

• Incident Overview - Active incidents with severity breakdown
• Procedure Success Rates - Execution success trends
• Team Performance - Individual and team metrics
• Response Time Trends - MTTR tracking over time
• Recent Activity - Latest team actions
• Integration Status - Connected platform health
• Quick Links - Customizable action shortcuts

Filters and Views

Create custom views to focus on what matters:

Time Range Filters

• Last 1 hour
• Last 24 hours
• Last 7 days
• Last 30 days
• Custom date range

Severity Filters

• All severities
• Critical only
• High and Critical
• Custom severity combinations

Status Filters

• All statuses
• Active (New + In Progress)
• Resolved incidents
• Recently closed
• Custom status combinations

Team Filters

• All team members
• Assigned to me
• Specific team member
• Unassigned incidents

Saving Views

1. Configure filters and layout
2. Click “Save View” button
3. Name your custom view
4. Set as default (optional)
5. Access from Views dropdown

Theme and Display Options

Personalize your dashboard appearance:

Color Theme

Dashboard → User Avatar → Settings → Theme

• Light Mode: High contrast for bright environments
• Dark Mode: Reduced eye strain for low-light conditions
• Auto: Matches system theme
• High Contrast: Enhanced accessibility

Display Density

• Comfortable: Default spacing with full information
• Compact: More information in less space
• Cozy: Extra spacing for readability

Data Refresh

• Real-time: WebSocket updates (recommended)
• 30 seconds: Periodic polling
• 1 minute: Reduced network usage
• Manual: Refresh on demand only

Real-Time Updates

The dashboard uses WebSocket technology for instant updates:

Connection Status

Green Indicator (top right)

• ✅ Connected and receiving real-time updates
• Data syncs instantly across all users
• New activities appear immediately

Yellow Indicator

• ⚠️ Reconnecting to WebSocket server
• Recent activities may be delayed
• Automatic reconnection in progress

Red Indicator

• ❌ Disconnected from real-time updates
• Manual refresh required
• Check network connection
• Contact administrator if persistent

Auto-Refresh Behavior

Real-Time Elements (via WebSocket):

• Live metrics panel (instant)
• Activity feed (instant)
• Incident status changes (instant)
• Procedure execution progress (instant)
• Team presence indicators (instant)

Periodic Refresh (every 30 seconds):

• Chart visualizations
• Historical trend data
• Aggregate statistics
• Performance metrics

On-Demand Refresh:

• Click refresh icon on any widget
• Pull-to-refresh on mobile
• Ctrl+R (Cmd+R on Mac) for full page refresh

Dashboard Best Practices

Effective Dashboard Usage

Morning Routine

1. Check active incidents on dashboard
2. Review overnight activity in activity feed
3. Check integration health status
4. Review procedure executions from previous day

During Incident Response

1. Use quick actions for fast incident creation
2. Monitor real-time updates in activity feed
3. Track team member activities
4. Keep dashboard open for status awareness

End of Day

1. Review resolved incidents
2. Check procedure success rates
3. Monitor team performance metrics
4. Plan improvements based on analytics

Customization Recommendations

For Engineers

• Prioritize incident overview widget
• Show procedure quick access
• Display personal activity filter
• Enable all real-time notifications

For Managers

• Emphasize team performance metrics
• Show procedure success rates
• Display organization-wide incidents
• Focus on trend analysis widgets

For Executives

• High-level metrics only
• Aggregate team performance
• Trend visualizations
• Executive summary widgets

Keyboard Shortcuts

Access dashboard features quickly:

Shortcut	Action
Ctrl+K / Cmd+K	Open search
N	Create new incident
P	Execute procedure
R	Refresh dashboard
?	Show all shortcuts
/	Focus search
Esc	Close modals/panels

Mobile Dashboard

The dashboard is fully responsive for mobile devices:

Mobile Optimizations

• Stacked widget layout
• Touch-friendly controls
• Swipe gestures for navigation
• Simplified metric displays
• Pull-to-refresh support

Mobile Shortcuts

• Tap status bar to scroll to top
• Long-press for context menus
• Swipe left/right on activities
• Pinch to zoom on charts

Troubleshooting

Common Issues

Dashboard Not Updating

1. Check WebSocket connection indicator (top right)
2. Verify network connection is stable
3. Try manual refresh (Ctrl+R / Cmd+R)
4. Clear browser cache if issues persist
5. Contact administrator if problem continues

Widgets Not Loading

1. Check browser console for errors
2. Verify you have necessary permissions
3. Try resetting widget layout
4. Refresh the page
5. Report to administrator with error details

Slow Performance

1. Reduce number of visible widgets
2. Increase refresh intervals
3. Use shorter time ranges
4. Clear browser cache
5. Close unused browser tabs

Next Steps

• Incident Management - Learn how to create and manage incidents
• Procedure Management - Execute runbooks and track progress
• Search Features - Master semantic search capabilities
• Analytics Dashboard - Explore performance metrics

Need Help?

• In-App Help: Press ? key for contextual help
• Troubleshooting: See Common Issues
• Support: Contact your system administrator

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Last updated: October 2025 | Edit this page