Dashboard
The dashboard is the first page you see after logging in. It provides a customizable overview of your fleet's health, update status, and activity, giving you an at-a-glance picture of what matters most.
Widget system
The dashboard uses a panel-based widget system. You can add, remove, and rearrange widgets to create a view that fits your workflow. Each widget is an independent panel that displays a specific metric, chart, or data feed.
Available widget types
| Widget Type | Description |
|---|---|
| Time series chart | Track metrics over time (e.g., patch compliance trending) |
| Bar chart | Compare categories side by side (e.g., updates by status) |
| Pie chart | Visualize proportions (e.g., OS distribution across your fleet) |
| Stat panel | Display a single key number (e.g., total agents, online count) |
| Gauge panel | Show progress toward a target (e.g., compliance percentage) |
| Heatmap | Spot patterns by time of day (e.g., activity by hour) |
| Activity log | Stream recent events as they happen |
| Table | List ranked data (e.g., top vulnerable agents) |
| Header panel | Add section dividers to organize your layout |
Edit mode
Click the Edit button in the top-right corner to enter edit mode. The built-in default dashboard is a read-only template, so it does not offer an Edit button: to customize it, clone it first and edit your copy. While in edit mode you can:
- Add new panels from the widget catalog
- Drag panels to rearrange their position on the grid
- Resize panels by dragging the bottom-right corner handle
- Remove panels by clicking the delete button on any widget
Click Save to apply your changes, or Cancel to discard them and revert to the previous layout.
Time range picker
Use the time range selector in the top-right toolbar to control the period displayed across all dashboard widgets. Available options:
- Last 1 hour
- Last 6 hours
- Last 24 hours
- Last 7 days
- Last 30 days
- Last 90 days
Changing the time range updates every widget on the current dashboard simultaneously. Each dashboard opens at its own configured default range, which you can change in the dashboard settings.
Dashboards built around financial reporting periods show a period selector in place of the time range picker, so their widgets always align to your reporting calendar.
Endpoint Checks widgets
Pie and time series widgets can chart Endpoint Checks compliance. When configuring a panel, pick the endpoint-checks-status data source for a current passing, failing, and exempt breakdown, or endpoint-checks-timeline to plot endpoint counts per status over time. Both let you select one or more check policies, and counts combine across the selected policies. See Charting check results on the dashboard for details.
Multiple dashboards
You are not limited to a single dashboard. Create multiple dashboards for different audiences or workflows:
- Executive Overview with high-level compliance gauges and fleet health stats
- Security Team with vulnerability counts, CVE trends, and top-risk endpoints
- Operations with update deployment status, agent connectivity, and activity logs
Set any dashboard as your favorite to have it load automatically when you log in.
Start by cloning the default dashboard, then customize your copy over time as you learn which metrics matter most to your team.
Shared dashboards
Every dashboard is shared with your whole organization. When anyone in your account creates or copies a dashboard, it appears in the Dashboards section of the selector for everyone. The person who created a dashboard can edit and delete it, and administrators can edit and delete any dashboard.
You can set any dashboard as your personal favorite with Set as Default in its row menu (the three-dot button), including dashboards created by teammates. Your favorite loads automatically when you open TridentStack Control and shows a star in the selector. Favorites are personal: your choice never affects anyone else.
Organization default dashboard
Administrators can make any dashboard the organization default. Everyone in your organization lands on it when they open TridentStack Control, unless they have chosen a personal favorite, which always takes priority.
To set it, open the dashboard selector and choose Set as Org Default from a dashboard's row menu (the three-dot button). The current organization default shows an Org default badge. Choose Remove Org Default on that dashboard to go back to the built-in default. Only administrators see these options.
Share a link to a dashboard
The address bar always reflects the dashboard you are viewing, for example /dashboard/executive-overview. Copy the URL to bookmark a dashboard or send it to a teammate. Anyone who opens the link sees that dashboard as long as their account has access to it; otherwise their own default dashboard loads instead. Renaming a dashboard changes its link.