> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ouraicalling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom dashboards

> Build your own analytics dashboards from live workspace data

A custom dashboard puts the numbers you care about on one screen — call volume, assistant performance, campaign outcomes, booking conversion, and more — instead of moving between separate pages to piece them together. Each dashboard is made of **widgets**, and you control what every one of them shows. Availability depends on your plan's **Custom dashboards** feature.

<Note>
  Prefer describing what you want in plain language? Select **Create with Milian** on any dashboard and [natural-language dashboards](/analytics/natural-language-dashboards) turns a written question into a previewable set of widgets you can add in one go — the fastest way to get a first dashboard going. This page covers building and editing widgets by hand.
</Note>

## Creating a dashboard

Custom dashboards don't have their own index page — each one is its own icon in the sidebar. Select the **+** (New dashboard) at the bottom of that section, give the dashboard a name, and you land straight in it.

A new dashboard starts with the built-in overview: dashboard filters, headline numbers (conversations, completion rate, average duration, success rate, conversation spend), call activity, outcome mix, assistant performance, post-call intelligence, campaign funnel, a customer reach map, recent calls, and a row of module cards linking to the areas your plan includes. Every part of it is optional — see **Editing the layout** below for removing sections or clearing the overview entirely.

## Adding a widget

Select **Add insight** to open the widget editor. You can:

* **Start from a recommended insight** — ready-made widgets covering common questions (below), pre-filled with a sensible source, visualization, and grouping. Templates that need a plan feature you don't have show as **Locked**.
* **Build from scratch** — name the widget, then pick a data source, a visualization, and how to aggregate it. See [Dashboard widgets](/analytics/dashboard-widgets) for the full reference of what's available at each step.

| Template              | Shows                                                                 | Needs              |
| --------------------- | --------------------------------------------------------------------- | ------------------ |
| Conversation activity | Call volume over time, compared to the previous period                | —                  |
| Assistant performance | Conversation volume by assistant                                      | —                  |
| Outcome mix           | Successful, unsuccessful, and unknown call outcomes                   | Post-call analysis |
| Campaign funnel       | Campaign progress from assigned leads through calls made to completed | Campaigns          |
| Live conversations    | Calls currently in progress                                           | Live monitoring    |
| Simulation quality    | Passing tests and recurring evaluation failures                       | Simulations        |
| Booking conversion    | How conversations turn into confirmed bookings                        | Booking            |
| Knowledge health      | Stale, failed, and healthy knowledge sources                          | Knowledge          |

Your own widgets sit under **Custom insights**, below the overview. A new one lands at the end of that group; move it into place from Customize mode (below).

## Editing the layout

Select **Customize** to enter edit mode. The dashboard name becomes editable, and each widget gets its own controls:

* **Edit** reopens the widget editor to change its source, visualization, filters, or name.
* **Width** sets how much of the row the widget fills — a quarter, a third, a half, two thirds, or full width.
* **Move left / right** reorders it among your other widgets.
* **Remove** takes it off the dashboard, after a confirmation. Rebuilding it later means adding the insight again, so note its settings first if it was fiddly.

The built-in overview sections have their own **Remove** control while customizing. **Restore removed** brings them back, **Start blank** clears the whole overview so only your own widgets remain, and **Restore overview** puts it back.

Select **Done** to leave edit mode. Layout changes save automatically as you make them.

<Warning>
  Deleting a dashboard (the trash icon, in Customize mode) is permanent. The dashboard, its layout, and the insights you arranged on it are gone, and there's no undo.
</Warning>

## Filtering a dashboard

The filter bar at the top of a dashboard scopes everything below it: a date range (last 7, 14, 30, or 90 days, or a custom range) plus direction, status, outcome, sentiment, assistants, and campaigns. These apply on top of each widget's own configuration, so you can reuse the same widgets across a "last 7 days" view and a "last 90 days" view without rebuilding them.

## API and MCP

Dashboards and their widgets are fully manageable through the public API: `GET/POST /api/v1/dashboards`, `GET/PATCH/DELETE /api/v1/dashboards/{id}`, `GET/POST /api/v1/dashboards/{id}/widgets`, and `PATCH/DELETE /api/v1/dashboards/{id}/widgets/{widgetId}` (scope `dashboards:write`). The API also exposes `GET /api/v1/dashboards/{id}/analytics` for the computed data behind a dashboard. MCP: `list_dashboards`, `get_dashboard`, `create_dashboard`, `update_dashboard`, `delete_dashboard`, `get_dashboard_analytics`, `list_dashboard_widgets`, `create_dashboard_widget`, `update_dashboard_widget`, `remove_dashboard_widget`. See [Dashboard widgets](/analytics/dashboard-widgets) for the field reference.