Dashboards

📊

Dashboards help you visualize your financial data in one place.

Combine charts and tables into a single view to monitor balances, payments, and key metrics across your banking partners and ERP systems.

The Dashboard tab is the first page you’ll see when logging into the Atlar platform. By default, Atlar provides an initial dashboard — but you can create and customize as many as you need. Build dashboards tailored to specific teams, stakeholders, account types, or cash positions—the choice is yours.

How dashboards work

Dashboards are built from widgets that display data from saved views:

• Widgets – Drag-and-drop components that show metrics, tables, or charts based on a view.
• Views – Customizable queries that let you explore and visualize financial datasets, similar to working with a spreadsheet.

If you're new to views, start with the View Builder before creating dashboards.

Once you have the views you want to monitor, you can create a new dashboard or update an existing one by adding widgets.

Create a custom dashboard

Follow these steps to build a dashboard from scratch:

1. Go to the Dashboard tab and click + in the horizontal menu.
2. Click Add Widget in the top-right corner.
3. Select an existing view from the dropdown, or create a new one.
4. Click Add to Dashboard.
5. Repeat to add additional widgets.
6. Rearrange or resize widgets to fit your layout.
7. To edit or remove a widget, click the three-dot menu in the widget’s top corner.

Edit an existing dashboard

1. Open the Dashboard tab and select the dashboard you want to modify.
2. Click Edit Board in the top-right corner.
3. Add, remove, or customize widgets using the steps above.

Customization

🎨 Theming and color options

Dashboards can be styled to match your team or brand:

• Customize chart colors for entities, currencies, or banking partners.
• Assign specific colors to highlight key accounts or payment types.
• Admins can lock theming to maintain a consistent visual language.

Learn more in the Theming guide.

📐 Layout and widget resizing

• Drag widgets to rearrange the layout.
• Resize widgets to highlight critical data, such as a full-width cash overview or a compact payments feed.

With customizable layouts, you can surface real-time balances, payment statuses, and other key insights—all in one unified view.

💡

Tip: Combine dashboards with saved views for recurring reports or team-specific monitoring. Dashboards update automatically as underlying data changes.