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Dashboard

Navigation: Sidebar → Dashboard (or click the PanelOne logo)

The Dashboard is your at-a-glance view of everything happening across your managed environment. It shows health scores, device status, security posture, backup health, and more — all in one place.

PanelOne Dashboard

Overview​

When you land on the Dashboard, you'll see:

  1. Page Header — Shows your organization name (or selected client name) and a subtitle
  2. Onboarding Checklist — Appears until you've completed initial setup tasks
  3. Health Overview Cards — Summary metrics across all clients
  4. Dashboard Widgets — Configurable cards showing detailed status information

Health Overview Cards​

At the top of the dashboard, health overview cards provide a quick-glance summary:

  • Device Health — Online vs. offline device counts
  • Security Score — Composite security posture rating
  • Backup Status — Healthy, at-risk, and failed backup counts
  • Active Alerts — Number of unacknowledged alerts

These cards update automatically as data syncs from your integrations.

Client-Scoped View​

Use the Client Selector in the header to filter the dashboard to a single client:

  • When no client is selected: Dashboard shows aggregated data across all clients
  • When a client is selected: Dashboard shows only that client's data, and the page title changes to the client name

This is useful for preparing for client review meetings — select the client and see their complete picture.

Customizing the Dashboard​

Entering Edit Mode​

  1. Click the Customize button (gear icon) in the top-right area of the dashboard
  2. The dashboard enters edit mode with a visual editor

Widget Management​

In edit mode, you can:

  • Show/Hide Widgets — Toggle visibility of any widget
  • Reorder Widgets — Drag widgets to change their position
  • Reset to Default — Restore the original widget layout

Saving Changes​

  • Click Save to persist your layout changes
  • Click Cancel to discard changes and return to normal view

Your layout preferences are saved per-user, so each team member can have their own dashboard configuration.

Sync Status Widget​

The Sync Status button in the header area shows you:

  • The last time data was synced from your integrations
  • Whether a sync is currently in progress
  • A button to trigger a manual sync

When a sync runs, a Universal Sync Progress Dialog appears showing:

  • Which integration is syncing
  • Progress status (syncing, continuing, complete)
  • Any errors that occurred

Onboarding Checklist​

If you haven't completed initial setup, an Onboarding Checklist appears at the top of the dashboard. It guides you through:

  • Connecting your first integration
  • Adding clients
  • Inviting team members
  • Configuring security settings

The checklist disappears once all tasks are complete.

Welcome Tour​

On your very first visit, PanelOne shows a Welcome Tour that highlights key areas of the interface. You can dismiss it or let it guide you through the basics.

Dashboard Widgets​

The dashboard displays widgets in a responsive multi-column layout. Common widgets include:

  • Device Status — Online/offline breakdown with trend
  • Security Threats — Active threat count by severity
  • Backup Health — Status distribution across clients
  • Alert Summary — Recent alerts requiring attention
  • Ticket Overview — Open tickets by priority
  • Microsoft 365 Health — Service status summary

Each widget links to its detailed page — click through to investigate any metric.

Tips & Best Practices​

  • Start your day on the Dashboard — It's the fastest way to spot issues across all clients
  • Use client filtering for scheduled client review meetings
  • Customize your layout to prioritize the metrics that matter most to your team
  • Keep sync running — The dashboard is only as good as your data freshness