Overview

Torii's customizable dashboards provide you with unparalleled clarity and control over your SaaS stack. With this feature, you can view insightful, use-case-centric dashboards and tailor them to suit your unique needs. These insights can help reduce manual work, highlight potential concerns that need addressing, and help with routine monitoring so you can make the most of your SaaS management at a glance.

You can learn about the different widgets Torii offers and their capabilities here.  

Key Features

• Native Torii Dashboards - Access ready-made dashboards with metrics crucial for SaaS management—no manual setup required.
  
  
• Customizable Dashboards, Widgets & Layout - Personalize your dashboard by customizing and arranging widgets to showcase the data that matters most. Create brand new dashboards to fit your organization's needs or remove unnecessary dashboards to reduce clutter.
  
  
• Dashboard-Level Access Control - Set permissions to determine who can view, edit, or take action on your dashboards. Invite anyone to view dashboards which can benefit them, without needing to log in to Torii. 

Benefits

With Customizable Torii Dashboards, you can:

• Streamline SaaS Management: View actionable insights in one central location, reducing time spent navigating through data.
  
  

• Optimize Operations: Use widget visualization to highlight trends and outliers, and monitor KPIs, all within a visually appealing, actionable interface.
  
  

• Demonstrate Value: Highlight the impact of SaaS management efforts and showcase key accomplishments to stakeholders.
  
  

• Empower Stakeholders: Provide tailored dashboards for other teams or decision-makers, enabling them to access relevant insights without needing to navigate Torii. You can also allow guest access to each dashboard via this feature - no login required.  You can learn more about dashboard-based access here. 

Using Customizable Dashboards

Dashboard-based access

• By default, Torii dashboards are available to Torii Members with the “Dashboard Management” scope. This scope is provided out-of-the-box for members with the “Admin” or “Read Only” role, and can be given to other roles as well.
• You can also manage access to dashboards individually via the “Share” button found in each dashboard. Via this feature, you can invite specific users or roles to view that dashboard. 
• You can learn more about dashboard-based access here. 

Default Dashboards

When you enable the feature, you'll have access to several Out-of-the-Box (OOTB) Dashboard:

• SaaS Inventory Dashboard: This dashboard provides an overview of your SaaS applications, as well as key metrics and breakdowns regarding them such as usage, source, potential risk and more. 

• Cost Optimization Dashboard: This dashboard presents your SaaS-related expense data, so you can analyze trends, efficiencies and anomalies in your expense data. You can use this data to optimize your SaaS spend and find cost-saving opportunities. 
• Renewal Management Dashboard: This dashboard focuses on your SaaS software contracts and how to maximize the potential of upcoming renewals processes. You can use this data to make sure you’re only paying for software you need, and keep your license count in check
• Security & Compliance Dashboard: This dashboard provides a clear, actionable view into potential risks across your applications. You can use this data to monitor vulnerabilities, tighten access controls, and ensure every app aligns with your compliance standards.

You can further personalize these dashboards to suit your needs by customizing widgets and the dashboard layout.

Hovering over each widget in the dashboard will show a "View data" button, which will open the data source behind the widget. This allows you to drill down into the data, and also accommodates downloading it for further analysis. 

You can also create brand new dashboards, tailored to your (or a stakeholder's) needs by selecting "Create new dashboard" in the Dashboard navigation menu. You can also remove irrelevant or unwanted dashboards while in edit mode by clicking on the menu icon -> Delete.

Note: Not all dashboard functionality is available for all plan tiers. 

• All customers have access to our SaaS Inventory Dashboard.
• Access to additional OOTB dashboards and widget data source tables is available only for customers on the Professional plan and above.
• Customization of widgets and dashboards is available only for customers on the Enterprise plan. 

Editing Dashboards

Please note - Torii dashboards are shared. This means that any changes made to the dashboard will reflect and show for all users who can access it. 

1. • Enter Edit Mode:

     • To make changes, click the "Edit Dashboard" button.
       
       

   • Customize Widgets & Layout:

     • In edit mode, you can add new widgets to your dashboard by pressing the "+Add widget" button on the top left of the dashboard, and selecting the widget type you'd like to add. These will be added to the bottom of your dashboard.
       

     • You can edit any widget by clicking on it, or on the widget menu in the top right of each widget. 
       

• • • Clicking on the menu, you will have three options:

      • Edit

      • View Data

      • Delete
        

    • Edit - Clicking on this (or anywhere on the widget except the menu) will open a drawer on the right edge of the screen, presenting you with all the option available to customize this widget. This usually includes:

      • Change widget type (Bar chart, Pie chart etc.) and data source (applications, users etc.)

      • Apply/change filters to show specific subsets of data.

      • Adjust aggregation (Count, Sum, Average, Max, Min) to tailor how data is calculated and on which field.

      • Group data by fields like category, tag, or app.

      • Rename widgets to clarify their purpose.

    • View Data - Will open the data source behind the widget, similar to the functionality in View mode.
    • Delete - This will remove the widget from your dashboard.

• • • Additionally, You can:
      • Drag a widget to reposition it anywhere in the dashboard.
      • Resize the widget by pulling from any corner.  

• Rename Dashboards:
  • You can easily rename dashboards or update the dashboard description by clicking on the relevant text and changing the input. 
  • A dashboard must have a name (max of 50 characters), and descriptions are optional.

• Save Changes:

  • Once satisfied with your updates, click "Apply Changes" to save.

  • If you leave the page or click "Cancel," changes will not be saved.

  • Please note - unlike Torii workflows, changes are not saved in real time. Only when clicking "Apply Changes" will the changes to your dashboard be saved. 

• Create new dashboard:
  • You can create any amount on new dashboards. 
  • To create a new dashboard, click on "Create new dashboard" in the dashboard selection menu. This will automatically create a new dashboard and open edit mode, so you can populate it.
    

• Delete dashboard:
  • You can delete any (and any number of) dashboards, including the OOTB Torii dashboards.
  • To delete a dashboard, go to edit mode for any specific dashboard, and click on the menu button -> Delete. 
  • You will be prompted to verify that you want to delete the dashboard. Please note - deleting a dashboard is a non-reversible action. It cannot be recovered. 
    
    
    

Q&A

Q: Why are the links in my table widget not clickable?

A: Links in table widgets are deactivated in Edit mode. This is to prevent accidental navigation during configuration of your dashboard. In View mode, these links work as intended.