Before you begin
- An Atlas AVD admin sign-in
- At least one synced host pool, for pool-related widgets to show data
1. Start on the Default Dashboard
When you sign in, Atlas opens on the Dashboard. The switcher at the top shows Default Dashboard, and the Overview grid starts with seven widgets that answer the everyday questions: VM Status, Environment Health, Recent Activity, Session Latency, User Experience Score, Atlas Compass Recommendations and Alerts Trend.
The Dashboard refreshes automatically every 60 seconds while the browser tab is visible, and pauses when the tab is hidden.
2. Read the starting widgets
VM Status shows how many session hosts are running or stopped. Environment Health gives one score for your whole estate. Recent Activity lists the latest changes your team made. Session Latency and the User Experience Score show how fast sessions feel for your users, and Alerts Trend shows alert volume over the last seven days.
3. Move and remove widgets
The grid is always editable, so there's no edit mode to switch on. To move a widget, grab it by the grip beside its title and drag it where you want it; the other widgets slide out of the way, and the new layout saves automatically. To take a widget off the board, click the ✕ in its corner. Every widget is the same size, so the grid stays tidy.
4. Open the widget gallery
Click Add Widget to open the gallery. Filter it by category (Monitoring, Cost, Operations, Security, Compliance or Atlas Reach) or search by name. Each card shows a live preview, so you know what you'll get before you add it.
5. Add widgets
Click Add to Dashboard on each widget you want, or Select all to add everything in the current view. Widgets already on your board are marked Added; hover one to remove it again. In the video, a search for cost adds Cost Burn, and VM Sizing Recommendations is added too.
6. Pin a single host pool
Further down the gallery, Host Pool Widgets pin a live session-and-capacity tile for one host pool, and Atlas Reach Device Widgets do the same for an enrolled device.
7. Widgets that need more
If your plan, your role or your connected integrations don't cover a widget, its card says what's needed (Upgrade required, Permission required or Integration required) instead of offering Add to Dashboard. When you're finished, click Done to go back to the Dashboard.
8. Tidy up with Snap
New widgets are added at the end of the grid. Click Snap and Atlas packs every widget into a tidy grid with no gaps.
9. Save your own dashboard
To keep a layout, click Save and give the dashboard a name of up to 200 characters, such as Contoso Daily Ops.
10. Choose who can see it
Pick a visibility, then click Save dashboard. Private means only you. Shared with admins lets the other admins view it, read-only. Share with specific users lets you choose who. Only admins can pick the two sharing options. Atlas opens the new dashboard, and it appears in the dashboard switcher.
11. Add a premade dashboard
You don't have to start from scratch. Open the dashboard switcher: under Premade dashboards there are six ready-made boards (Financial, Operations, Performance, Security, Compliance and Executive). Click Add next to one to create it in one click, then rearrange it like any other.
12. The Financial dashboard
The Financial board brings spend, burn rate, savings and idle-resource waste into one view: Cost Burn & Forecast, Cost Savings, Idle Spend, Disk Tier Optimization and more.
13. Manage your dashboards
On a dashboard you own, Save updates it in place and Save As copies it into a new dashboard. The switcher also has Rename, Share with admins, and Delete dashboard. Dashboards other admins share with you appear under Shared with me, read-only.
14. Find savings with recommendation cards
The Atlas Compass Recommendations widget lists ways to cut cost and tune performance across your host pools. The total at the top is the potential savings per month, and each row shows what to change, how urgent it is, the host pool, and what it saves. Click a recommendation to open Cost Intelligence and act on it. The VM Sizing Recommendations widget suggests a better VM size wherever hosts are over-provisioned.
15. Pin the Dashboard to Favorites
One last tip: click the star next to the page title to add the Dashboard to your Favorites in the sidebar.