# Dashboards

> A grid of widgets fed by market data and your workflows. Create one blank, with Chat or from a template, then pick symbols in the sidebar and run the workflows behind it.

Source: https://orbitalaip.com/docs/dashboards/overview

## What a dashboard is

A dashboard is a grid of widgets in one [project](https://orbitalaip.com/docs/glossary#project). A widget can show market data, the latest results of one of your workflows, or a metric's history.

Opening a dashboard or picking a symbol never starts a workflow run. Runs start from your click, or from the workflow's own schedule or trigger.

## The Dashboards page

**Dashboards** in the sidebar opens the list at [https://app.orbitalaip.com/dashboards](https://app.orbitalaip.com/dashboards).

A card shows the name, a refresh chip (**Live**, **Scheduled** or **On demand**), the description and the **WIDGETS** and **WORKFLOWS** counts. A line at the foot flags a problem, such as a paused or failing schedule.

To filter the list:

1. **Open Search**
   
   Click **Search** in the sidebar, or press ⌘K (Ctrl+K on Windows).

2. **Type part of a name**
   
   The grid keeps the dashboards whose name or description matches. Click the chip the search leaves in the header to clear it.

Your plan limits how many dashboards a [workspace](https://orbitalaip.com/docs/glossary#workspace) can hold, not counting those in **Trash**. To see your count, click your avatar at the bottom of the sidebar and choose **Billing**; it is under **Dashboards, workflows & agents**.

## Create a dashboard

1. **Click Create Dashboard**
   
   The **Create dashboard** panel opens.

2. **Pick how to start**
   
   **Blank dashboard** creates an empty board named **New Dashboard** and opens it. **Create with Chat** asks a few questions, then shows a [proposal](https://orbitalaip.com/docs/chat/proposals-and-approvals); nothing is created until you click **Apply**. A template card opens its setup, where **Install template** creates the board.

3. **Name it**
   
   Click the name at the top of the board and type a new one.

Working on dashboards in Chat

- "Create a dashboard called Semis with a price chart and a news feed."

## Layout and editing

1. **Click Edit**
   
   Each tile shows a grip, a title field and three buttons: the gear (**Edit widget settings**), copy (**Duplicate widget**) and bin (**Delete widget**).

2. **Arrange the tiles**
   
   Drag a tile by its grip to move it, and drag its corner to resize it.

3. **Click Done**
   
   Changes save as you go.

Deleting a tile asks you to confirm with **Remove**. It removes the tile, not the workflow behind it.

Market-data tiles refresh on their own, and a workflow tile updates when its workflow finishes a run. **Refresh dashboard data** in the header re-reads every tile now.

## Widgets

**Add Widget** opens the widget gallery: pick a type, choose its **DATA SOURCE** (most types have one) and click **Add to Dashboard**, up to 60 widgets a board. See [Add a widget](https://orbitalaip.com/docs/dashboards/widgets#add-a-widget).

## Templates

A template installs a ready-made dashboard, usually with the workflows and agents that fill it. See [Dashboard templates](https://orbitalaip.com/docs/dashboards/templates#dashboard-templates).

## The symbol sidebar

Once a board has a widget, the chevron at its left edge opens and closes the symbol sidebar. Choose a list in the watchlist picker at the top; your default watchlist is selected at first.

In the **WATCHLIST** section, click a row to make that symbol active, or hold ⌘ or Ctrl and click to select several. Hover a row to run the board's workflows for that symbol or to remove it from the list. **RECENT** lists up to eight other symbols you used lately, each with a button to add it to the list.

Widgets that follow a symbol show the active symbol's data. The active symbol also appears next to the board's name; click it to search for another. The page address carries the symbols and the watchlist, so a copied link opens the same view.

## Run workflows and batch runs

**Run** appears in the header when workflows feed the board. It opens **Run workflows**: each workflow, the age of its last result and its estimated cost in [credits](https://orbitalaip.com/docs/glossary#credits).

Each row that takes a symbol has a scope switch: the active symbol, or **WL** with the watchlist's name and size. Pick one and click **Run**. One that picks its own symbols has **Re-run** instead. **Run all** runs every row. In the sidebar, **Run all · AAPL** (with your active symbol) runs them for that symbol, and **Run watchlist** runs them across the list.

A batch over more than 10 symbols, or above 100 estimated credits, opens the **Run analysis** sheet first. Its **Skip symbols with results fresher than 24h** box is ticked by default. The **Credit ceiling** stops the batch once spending reaches it. Its suggested value is at most 500 credits, and you can raise it. Smaller batches start at once and skip fresh results.

A batch takes at most 50 symbols, so on a longer list its per-symbol runs do not start. One batch runs at a time.

A chip in the header follows a running batch; open it to see each symbol and retry failures. Otherwise it reads **Up to date**, or a count such as **3 stale** for symbols with no result in the last 24 hours. Click it to open **Run analysis** for those symbols.

## Filters and saved views

Dashboards have no dashboard-wide filter bar and no saved views; some tiles have controls of their own. See [Filters and views](https://orbitalaip.com/docs/dashboards/widgets#filters-and-views).

## Delete a dashboard

1. **Open the card's menu**
   
   On the Dashboards page, click the ⋮ button (**Dashboard actions**) on the card.

2. **Click Delete**
   
   Confirm with **Delete Dashboard**.

The dashboard and its widgets move to **Trash** for 30 days. Its workflows and agents are not deleted. You can restore it from [Trash](https://orbitalaip.com/docs/workspace-and-account/workspace-settings#trash) when there is room under your plan's dashboard limit.