Custom Dashboards (New Experience)

Custom Dashboards Beta
The new Custom Dashboards experience is currently in Beta. To enable it for your organization, please contact your Customer Success representative.

Overview

Nucleus Custom Dashboards provides an intuitive, drag-and-drop editor that empowers Security Leaders, Security Executives, and their teams to build personalized dashboards tailored to their specific needs. This feature lets you visualize and monitor your organization's vulnerability management metrics in real time, enabling data-driven decision making and an improved security posture.

The new experience builds on everything customers know from the original dashboards and adds:

A significantly improved layout editor with smoother drag-and-drop, resize handles, and clearer drop targets.
A redesigned slide-out editing drawer for adding and configuring widgets (replacing the previous modal/wizard).
A new Saved Search (NQL) widget type, alongside the existing Metrics Library widgets.
A guided blank-canvas experience for building a dashboard from scratch.
Automatic migration of your existing dashboards into the new experience.

Already using dashboards? Your existing dashboards are migrated automatically the first time you open them in the new experience. See Automatic Migration from Legacy Dashboards below.

Accessing Dashboards

Navigate to the Dashboard List page by selecting Analyze → Dashboards in the left navigation panel.

From the Dashboard List you can:

Open a dashboard in View Mode by clicking the dashboard Name.
Edit a dashboard by clicking the pencil icon under Actions to open it in Edit Mode.
Delete a dashboard by clicking the ✕ under Actions.
Edit dashboard Properties (name, description, sharing) from the ⋮ (more) menu under Actions.
Create a new dashboard by clicking the New Dashboard button in the upper-right corner.

Creating a Dashboard

1. Start a new dashboard

From the Dashboard List, click New Dashboard in the upper-right corner. This opens the editor with a new, blank dashboard titled Untitled Dashboard (click the title to rename it) and prompts you to add your first widget.

[SCREENSHOT: Blank canvas — "Untitled Dashboard" editable title, toolbar with "+ Add Widget", "Save", and "Exit Edit Mode", and the centered empty-state card. (Provided.)]

The blank canvas displays:

Start by adding your first widget Dashboards are built from widgets like metrics and saved searches. Click on a widget type below to add your first widget (you can customize everything later):

You can choose from two widget types:

Metrics Library — Choose from a library of best practice vulnerability management metrics.
Saved Search — Display results of Saved Searches from the All Findings page.

2. Add widgets

Once your dashboard has at least one widget, add more at any time using the + Add Widget button in the toolbar. Click the dropdown arrow next to it to choose the widget type:

Selecting a widget type opens the editing drawer (see Adding & Editing Widgets).

3. Save your dashboard

When you are finished adding and arranging widgets, click Save in the toolbar. The Save button is disabled until you have unsaved changes; once enabled, click it to save your dashboard.

Adding & Editing Widgets

Adding or editing a widget opens a slide-out drawer on the right side of the screen. The drawer title reflects the action and widget type — for example, Add Metrics Library Widget, Edit Metrics Library Widget, or Edit Saved Search Widget. While the drawer is open, the widget you are editing is highlighted on the canvas so you always know which widget you're working on. Close the drawer at any time using the ✕ in the upper-right corner.

Metrics Library widgets

Metrics Library widgets visualize Nucleus's best-practice vulnerability management metrics.

Configure the following options:

Select Metric (required): Choose the metric to display. The available Display Type and grouping options vary based on the metric you select.
Title (required): The title displayed on the widget. (Defaults based on the selected metric; edit as needed.)
Description (optional): If provided, an info icon appears next to the widget title with this descriptive text. Placeholder: Enter widget description…
Display Type: How the metric is visualized (e.g., Bar, Column, Stacked Bar, Stacked Column, Table, KPI). Options vary by metric.
Grouped By: When multiple Asset Groups are selected, controls how the visualization is grouped:
- By Severity/Status: Selected severities/statuses appear as groupings on the axis; selected asset groups are represented as series (legend items).
- By Asset Group: Selected asset groups appear as groupings on the axis; selected severities/statuses are represented as series (legend items).
Asset Groups: Choose one asset group to display, or select multiple to compare the metric across asset groups.
Severities to Include (or Status): Depending on the metric, select the severity levels or statuses to include.
Show data labels: Check this box to display data labels on the widget.

Click Add Widget to place the widget on the dashboard. When editing an existing widget, the button reads Apply Changes.

Tip: Multi-select dropdowns (such as Asset Groups and Severities) stay open as you make multiple selections — click off the dropdown, press Esc, or click the dropdown again to close it.

Saved Search widgets

Saved Search widgets let you display the results of a Saved Search from the All Findings (Explore) page directly on a dashboard — a convenient way to reuse common searches that answer recurring questions.

Configure the following options:

Title (required): The widget title. When you select a Saved Search, the Title auto-populates with the Saved Search name (you can edit it afterward).
Description (optional): Descriptive text for the widget. Placeholder: Enter widget description…
Saved Search (required): Select from a list of your Saved Searches. Type to filter the list.

Click Add Widget (or Apply Changes when editing) to render the widget. The widget displays the search results using the All Findings (Explore) table, including column selection, export, and pagination controls.

View Mode vs. Edit Mode

View Mode

The default mode when opening a dashboard.
Displays all widgets in their current saved configuration.
Allows interaction with widgets (such as drilling into details) but not editing or rearranging.
Use this mode for day-to-day monitoring and analysis.

Edit Mode

Enter Edit Mode by clicking the pencil icon under Actions on the Dashboard List, or the Edit button while viewing a dashboard. In Edit Mode you can:

Add new widgets via + Add Widget.
Edit a widget by clicking its pencil icon (opens the editing drawer).
Delete a widget by clicking its trash icon.
Rearrange and resize widgets using the layout editor.
Access dashboard properties and sharing options.
Save changes, or Exit Edit Mode (you'll be prompted if you have unsaved changes).

Working with the Layout Editor

The new layout editor offers a flexible, responsive drag-and-drop system that has been significantly improved for smoother editing.

Column Layout

Each dashboard can have up to 4 columns.
New dashboards start as a single-column layout.
Widgets can span multiple columns, and the layout remains responsive as the browser window is resized.

Moving widgets

Use the drag handle in the top-left corner of a widget to move it. When dragging, drop-target indicators show where the widget will land:

Swap — Drop onto the middle of another widget to exchange positions.
Add Column Left / Right — Drop onto the left or right edge of another widget to create a new column.
Add Row — Drop at the bottom of the dashboard to create a new full-width row.

Resizing widgets

When a widget is selected, resize handles appear on its corners and edges. Drag a handle to resize the widget; your cursor changes to indicate the available drag directions. Widget size and position are preserved when you edit a widget's configuration.

Saving and Exiting

The Save button in the toolbar is enabled whenever you have unsaved changes. Click it to save your dashboard.
If you attempt to Exit Edit Mode or navigate away with unsaved changes, you'll be prompted:

Save Changes? There are unsaved changes to this dashboard, would you like to save changes?

Cancel · Exit Without Saving · Save And Exit

To remove a widget, click its trash icon in Edit Mode. You'll be asked to confirm:

Delete Widget? Are you sure you want to delete the "[widget name]" [widget type] widget? This action cannot be undone.

Cancel · Delete

Automatic Migration from Legacy Dashboards

When the new Custom Dashboards experience is enabled for your organization, your existing dashboards are migrated automatically — there's no manual conversion step.

How it works

The first time you open or edit a dashboard that was created in the legacy experience, Nucleus automatically converts it to the new experience and opens it in Edit Mode so you can review the result.
Widgets that used legacy metrics are automatically mapped to their Nucleus Insights equivalents, and layouts (including multi-column arrangements), widget heights, display types, and trend widgets are carried over.
After migration, you'll see a confirmation prompt:

The Save button is enabled immediately after migration so you can review the layout, make any adjustments, and save the upgraded dashboard.

Note: Review your migrated dashboards and save them once you're satisfied. If anything doesn't look right, you can adjust widget configurations and layout using the tools described above.

WARNING
This is a permanent, one-way migration. Once a dashboard has been saved in the new format, it can not be converted back to a legacy dashboard.

Custom Dashboards can be saved as either Private or Public:

By default, dashboards are Private and only visible to their creator.
Dashboards can be made Public, making them visible to all Nucleus users.

Configuring Dashboard Visibility

Access a dashboard's Properties from:

The ⋮ (more) menu under Actions on the Dashboard List page, or
The ⋮ (more) menu while editing a dashboard.

Select Private (default) or Public (visible to all Nucleus users).

Manage Public Dashboards Permission

A permission called Manage Public Dashboards controls who can manage public dashboards (Global Administration → Roles):

By default, this permission is granted only to users with the Project Admin role.

NOTE: Users with this permission can view and edit all Public Dashboards, regardless of creator.

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