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Create multiple dashboards to get a comprehensive view of your incident response performance across different teams, services, and time periods.

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📊 Dashboard Types

Choose the right access level for your analytics:
  • 🔒 Personal: Only you can view and edit
  • 👥 Company: Share with selected users or your entire Rootly account
  • 🌐 Public: Anyone with the link can view (great for stakeholder reporting)

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➕ Creating a New Dashboard

Build custom analytics dashboards tailored to your needs:
  1. Navigate to Metrics and select ”+ Create Dashboard” in the top-right corner
  2. Configure your dashboard:
    • Add a descriptive name and optional description
    • Choose a color theme and emoji for easy identification
    • Toggle auto-refresh on or off based on your monitoring needs
New dashboards automatically appear under the “Personal Dashboards” section until you share them.

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📋 Duplicating Existing Dashboards

Save time by copying existing dashboard configurations:
  1. Go to Metrics and open your source dashboard
  2. Click the ⋯ menu in the top-right corner
  3. Select “Duplicate”
Duplicated dashboards inherit all panels and configurations but start as personal dashboards.

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🔗 Sharing Dashboards

Collaborate effectively by sharing insights with your team:

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Internal Sharing

  1. Open your dashboard in Metrics
  2. Click “Share” in the top-right corner
  3. Select recipients from the dropdown:
    • Individual users
    • Multiple users
    • Everyone in your account

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Permission Levels

  • 👁️ Viewers: Can view dashboard data only
  • ✏️ Editors: Can view and modify dashboard content
  • ⚙️ Managers: Full control - view, edit, delete, and share

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External Sharing

To share with stakeholders outside your Rootly account:
  1. Toggle on “Public link to view”
  2. Copy the generated public URL
  3. Share the link with external stakeholders
Public links provide view-only access and don’t require Rootly account authentication.

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🗑️ Deleting Dashboards

Remove outdated or unnecessary dashboards:
  1. Go to Metrics
  2. Click the ⋯ menu beside the dashboard name
  3. Select “Delete”
Dashboard deletion is permanent and cannot be undone. Consider duplicating important dashboards before deletion.
Pro Tip: Use descriptive names and emojis to quickly identify different dashboard purposes (e.g., 🚨 “Critical Incidents Q4” or 📈 “Team Performance Weekly”).
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