Dashboards

Ternary Dashboards provide cloud cost visibility by bringing cost reports and key metrics into a single, customizable view. You can use the Default Dashboard for a high-level summary, System Dashboards for commonly used cost insights, or Custom Dashboards to track metrics specific to your team or business structure.

What types of dashboards does Ternary provide?

What capabilities do Ternary dashboards support?

Scoped Views

Ternary Scoped Views allow dashboards to reflect data filtered according to an organization’s business structure or taxonomy.

When a Scoped View is applied, its filters apply to dashboard reports and meters using the dataset those filters define. This enables consistent cost visibility by business unit, team, application, or any custom grouping. Learn more about Ternary Scoped Views.

Interactive selections are separate from stored assignments, so check the delivery surface and saved scope before reconciling an emailed Cost Report with a browser report.

Create cases

Dashboards support direct case creation to track and collaborate on cost-related actions.

A case can be created in the platform using the Create Case option with a paper & pencil icon in the top toolbar. This allows teams to document findings, assign ownership, and manage follow-ups without leaving the dashboard context. Learn more about Ternary Case Management.

Share dashboards

Dashboards can be shared to support collaboration across teams. Share the dashboard URL after reviewing its access settings.

A dashboard URL does not grant access by itself. Dashboard-read permission still applies, and visibility determines who can open the dashboard. The following table describes dashboards only:

Use Edit Dashboard Details to review visibility and recipients before sending the URL. Changing visibility or recipients requires the current owner or permission to update resource visibility. Shared visibility needs at least one recipient. Switching to Private or Public removes existing sharing grants.

What reports and KPI widgets are included in the Default Dashboard?

Default reports

The Default Dashboard includes a predefined set of reports designed to provide a quick snapshot of overall cloud spend.

• Gross Cost by Category: Displays gross cloud cost grouped by category.
• Gross Cost by Project: Displays gross cloud cost grouped by project.
• Top 10 Credits by Service Description: Shows the top credits received from cloud providers, organized by service.
• Top 10 SKU Description by Cost: Shows the highest-cost SKUs based on gross spend.

These reports can be explored directly from the dashboard or used as a starting point for deeper analysis in custom dashboards.

Default KPI widgets

• Last Month Total Spend: Gross cloud spend for the previous month.
• Monthly Spend to Date: Gross spend for the current month to date, with percentage change compared to the same period last month.
• Savings Opportunities: Aggregated potential savings across Compute, Kubernetes, and Storage optimization recommendations. This represents a theoretical maximum if all recommendations were implemented.
• Credits Received: Credits received from cloud provider(s) during the selected period.

How are dashboards managed in Ternary?

Dashboards are managed from the Dashboard Management page. Open Report → Dashboards, or Reporting Engine → Dashboards if your sidebar uses the Reporting Engine label.

By clicking the ellipses menu next to any dashboard, you can:

• View the selected dashboard
• Edit dashboard details such as name, tags and visibility
• Transfer ownership of eligible dashboards
• Delete dashboards that are no longer needed
• Set a dashboard as the homepage on login. Your Home dashboard choice applies only to you in the active tenant; it does not change another user’s Home or your choice in another tenant.
• Create Dashboard Subscription to receive email updates for both Ternary users and external recipients with configurable delivery frequency and timing
• Mark dashboards as favorites for quick access

For shared-recipient effects and the scope of Unsubscribe, see report subscription management.

Search text, the creator filter, Filter by scope, tags and Show only favorites combine to narrow the list. A dashboard must contain every selected tag to match. For example, select both Engineering and Weekly to find dashboards tagged with both, then narrow the list to a particular creator. If a dashboard is missing from the results, review the combination of filters before concluding that it is unavailable.

To update tags on several dashboards you can edit, select the edit-tags pencil in the table header to show selection checkboxes. Select the dashboards, then select the tag-edit action. Choose Add selected tags to all selected dashboards or Remove selected tags from all selected dashboards, select at least one tag, and submit the update. Adding preserves other tags and avoids duplicates; removing deletes only the matching tags. Keep each dashboard’s resulting tag set within the ten-tag limit.

Transfer dashboard ownership

You need permission to transfer dashboard ownership and must own the dashboard or have organization-wide dashboard read access. Global dashboards, system dashboards and their system-provided copies cannot be transferred.

In the dashboard list, open the custom dashboard’s row menu and select Change owner. Under New owner, select an active member of your organization who can read dashboards, then select Transfer ownership. Check the owner in the dashboard list to confirm the handoff. The former owner needs another source of access to keep seeing the dashboard.

How to customize a Ternary dashboard?

Start with an empty private dashboard

Create an empty dashboard when you want to build a new collection of widgets. This procedure uses the form's Private visibility setting.

1. Open the Dashboard Management page and select Create Dashboard.
2. Enter a name and keep Private selected.
3. Select Save.
4. After the success message, confirm that Ternary opens your new dashboard with an empty-dashboard message and Add Widget available. You can also find the named dashboard in the dashboard list.

The creation step saves the dashboard itself. Adding widgets is a separate editing step.

Customize an existing dashboard

• Save as Copy: Create a duplicate of an existing dashboard for further customization without modifying the original. A copied dashboard retains the underlying report references and each report widget’s presentation overrides. It does not create independent copies of those reports.

• Dashboard Filter: Set a specific date range for the dashboard to analyze trends over a defined period.

  Choose Default in the dashboard date selector to remove its local date override. When no global date is active, each report then uses its own saved dates, so report widgets can show different periods. The dashboard date controls, including Default, are unavailable while a global date range is active. Save the dashboard to clear its stored date selection; this does not rewrite the underlying reports’ saved dates.

  A dashboard containing a carbon-footprint report offers longer-range presets, including Last Ninety Days and Year to Date. If you add a carbon-footprint report while an incompatible short period is selected, the pending dashboard period changes to Last Ninety Days. Review that period before saving.

• Edit Layout: Customize the layout of the dashboard by selecting Edit Layout from the ellipses menu. Drag and drop widgets to rearrange or resize for a personalized dashboard design.

• Add Widget: Widgets help build the dashboard layout, including:
  • Report: Display a saved report
  • Budget (Daily Trends or Current Month): Track spend against budgets
  • Savings Opportunity KPI: View potential savings metrics
  • Custom Text: Add contextual notes or instructions
    Up to 25 widgets can be added to a custom dashboard. Hovering over a report name displays its description; otherwise, the full report name is shown.

Change a report widget’s presentation

You can give a report a different presentation on a dashboard without changing the saved report. Use an editable dashboard.

1. Open the dashboard and the report widget’s More actions menu.
2. Choose the changes you need: use Rename for a widget-specific title, choose an available chart type, or use Change Grouping to change how the widget groups its data.
3. Review the widget, then select the dashboard’s Save > Save action to keep the changes.

To return the widget’s title, chart type and grouping to the saved report’s defaults, select Reset beside the widget title, then save the dashboard. This reset changes the widget’s overrides; it does not edit the underlying report.

Until you save, these presentation changes remain pending. Discard changes restores the saved dashboard, including any other pending dashboard edits. Leaving with pending changes opens Unsaved changes, with Save, Discard changes and a close control. Close the dialog to keep editing, or choose Discard changes to leave without the pending changes.

MSP Dashboard

The MSP Dashboard is designed for Managed Service Providers (MSPs) who need visibility into cloud spend across multiple customers or tenants.

It provides consolidated views tailored to MSP workflows and reporting needs. For detailed information on configuration, usage, and supported capabilities, refer to the dedicated MSP Dashboard documentation.