Step 15: Build Custom Dashboards

Create professional operator interfaces with drag-and-drop layouts.

Full reference

For complete details, field tables, and limitations, see the Dashboards reference.

From Data to Interface

You've connected devices, built automations, and set up monitoring. Now you can create custom dashboards that present exactly what operators need to see: no more, no less.

ControlBird's Layout Editor lets you design clean operator interfaces by arranging widgets on a canvas. Each widget binds to live data and updates in real-time.

Home Overview
Temperature Trend
72.5°F
2 Alerts
Sunny
Device Status Grid

Opening the Layout Editor

Click the ControlBird logo in the taskbar and select Layout Editor. You'll see options to create a new layout or edit existing ones.

Layout Editor
Click to enlarge
The Layout Editor with widget palette and design canvas

Creating a New Dashboard

  1. Click + New Layout in the toolbar
  2. Enter a name for your dashboard (e.g., "Living Room Control")
  3. Choose a grid size: Small (1280px), Medium (1920px), or Large (2560px)
  4. Click Create to open the editor

The Editor Interface

The Layout Editor has three main areas:

1
Widget Palette (Left)
Drag widgets from here onto the canvas. Categories include gauges, charts, controls, text, and shapes.
2
Design Canvas (Center)
Your working area. Widgets snap to a grid for clean alignment. Resize and position by dragging.
3
Properties Panel (Right)
Configure the selected widget: data source, appearance, labels, and behavior.

Available Widget Types

The widget palette offers a variety of components:

Display Widgets

  • Value Display: Show a single value with label
  • Gauge: Circular or linear progress indicator
  • Sparkline: Mini trend chart
  • Status Indicator: Color-coded state dot

Charts

  • Line Chart: Time-series trends
  • Bar Chart: Categorical comparisons
  • Pie Chart: Distribution breakdown
  • Scatter Plot: Correlation analysis

Controls

  • Button: Trigger actions
  • Slider: Adjust numeric values
  • Toggle: On/off switches
  • Dropdown: Select from options

Layout

  • Container: Group widgets visually
  • Text Label: Static or dynamic text
  • Image: Logos, diagrams, icons
  • Divider: Visual separators

Binding Data to Widgets

Widgets become useful once you connect them to live data. Here's how:

  1. Drag a widget onto the canvas (e.g., Value Display)
  2. With the widget selected, look at the Properties Panel
  3. Click the Data Source field
  4. Browse or search for the entity field you want to display
  5. Select it, and the widget now shows live data
Data binding dialog
Click to enlarge
Selecting a data source from the entity tree

Quick Binding

You can also drag entities directly from the Database Browser onto the Layout Editor canvas. ControlBird will create an appropriate widget and bind it automatically.

Styling Widgets

Each widget has styling options in the Properties Panel:

Appearance

  • Background color and transparency
  • Border style, width, and radius
  • Shadow effects
  • Font family, size, and weight

Conditional Formatting

  • Change color when value exceeds threshold
  • Show/hide based on conditions
  • Display warning icons for alerts
  • Animate on value changes
Example: Temperature Color Coding
< 65°FBlue background
65-78°FGreen background
78-85°FYellow background
> 85°FRed background

Testing Your Dashboard

Before publishing, preview how your dashboard will look to operators:

  1. Click Preview in the toolbar
  2. The editor switches to view mode with live data flowing
  3. Test controls to ensure they work correctly
  4. Check that conditional formatting triggers as expected
  5. Click Edit to return to design mode

Publishing and Sharing

When your dashboard is ready:

  1. Click Save to preserve your work
  2. Click Publish to make it available to users
  3. Configure access permissions (which roles can view/edit)
  4. Optionally set as a default dashboard for specific roles

Published dashboards appear in the Layouts menu for users with appropriate permissions.

Dashboard Hierarchy

You can create multiple dashboards for different purposes: an overview for managers, detailed controls for operators, and monitoring views for technicians. Users can switch between layouts as needed.

Dashboard Best Practices

Group related information

Use containers to visually organize widgets by function or location.

Prioritize important data

Place critical values at the top-left where eyes naturally start.

Use color meaningfully

Reserve red for alarms, green for normal. Avoid purely decorative colors.

Design for your screen

Consider where the dashboard will be viewed: control room, tablet, or phone.

Troubleshooting

Widget shows "No Data" even though the entity exists
  • Check the binding path: Verify the full path in Properties matches the entity
  • Check permissions: The viewing user may not have read access
  • Check field type: Some widgets only work with specific data types
Changes aren't appearing for other users

Make sure you've clicked Publish after saving. Saved layouts are drafts until published. Other users see only published versions.

Control widgets aren't working
  • Verify the target field accepts writes (not read-only)
  • Check that the viewing user has write permissions
  • Ensure the value range matches the control's configured limits

Coming Up Next

Now that you can build dashboards, explore the visual builders to create reusable models, detailed faceplates, and system overview schematics.