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Create dashboards when a cost question becomes a view you want to revisit. A dashboard can start from an Explorer query, a template, or an empty canvas.

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Create a dashboard from Explorer

Use this workflow when an investigation produces a view worth monitoring.
1

Build the query

Open Explorer, select the metrics or formulas, apply filters, choose the group-by, and add event context if it helps explain the chart.
2

Save as a dashboard

Click Save as dashboard and choose whether to create a new dashboard or add the view to an existing dashboard.
3

Adjust the widget

Rename the widget, choose the visualization, and place it next to related widgets.
4

Save the dashboard

The widget keeps the Explorer query and refreshes as new billing data arrives.
If you are starting from a common FinOps workflow, use a dashboard template instead of building each widget manually.
Skip the canvas entirely: ask the Costory MCP to “create a dashboard tracking cost per team with a budget widget” and it builds the widgets for you to review.

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Add a widget manually

Use manual widgets when you already know the metric, grouping, and chart you want.
Adding a widget manually to a Costory dashboard
1

Open a dashboard

Navigate to an existing dashboard or create a new one.
2

Add a widget

Click Add Widget and choose a widget type.
3

Configure the query

Select the cost metric, filters, group-by, and visualization. You can use any dimension available in Explorer, including dimensions and custom formulas.
4

Save the widget

Click Save. The widget updates after each data refresh.
For chart options, see Widgets and chart types.

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Duplicate a widget

Duplicate widgets when you need the same chart structure with a different filter. For example, duplicate a cost trend widget and swap the team filter to create the same view for another team.
Dashboard action menu showing the option to duplicate a widget in Costory

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Organize dashboards with tags

Use dashboard tags to group dashboards by team, workflow, reporting cadence, or FinOps process. Tags appear on the View all dashboards page.
Dashboard tags on the View all dashboards page
1

Open all dashboards

Navigate to Dashboards and click View all dashboards.
2

Select dashboards

Select one or more dashboards you want to tag.
3

Edit tags

Click Edit tags, add the tags you want, and remove tags that no longer apply.
4

Save the changes

Save the tag changes. The dashboard list updates with the new tags.
Dashboard tags organize dashboards only. They do not change widget filters, team scopes, or dimensions.

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Assign dashboards to teams

Assign dashboards to a Team when a dashboard belongs to a specific group. Team dashboards appear by default for team members, and private dashboards are restricted to team members. This is useful for:
  • Team showback dashboards
  • Product-line dashboards
  • Budget owner dashboards
  • Platform or SRE dashboards

Dashboard templates

Start from common FinOps dashboard layouts.

Widgets and chart types

Choose the right widget for each cost question.

Quick Share

Share dashboard context with teammates or external collaborators.

Cost Reports

Deliver dashboards to Slack, Teams, or email on a schedule.
Last modified on June 30, 2026