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The Dashboard page shows your dashboards as tabs. Classic is the historical dashboard. Next to it are AI dashboards: views that Primo composes from your company’s data and keeps up to date.
The Today dashboard: a digest that says compliance needs attention first, then the Needs you now, Fleet health and Coming up sections.

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Prerequisites

  • Admin access to the cockpit.

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How AI dashboards work

  • Classic always stays. You can’t rename or delete it.
  • The first AI dashboard is Today, a generalist view of what needs your attention.
  • A company can have up to 10 AI dashboards.
  • Dashboards are shared by the whole company. Every admin sees the same views, and a change one admin makes applies to everyone.
  • Numbers are loaded live each time the page opens.

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Read an AI dashboard

Every AI dashboard opens on a Digest: one sentence on what needs attention first, for example “Compliance needs you first: 19 devices have an open compliance issue, 11 are not managed by Primo, and 8 new hires start soon.” Click Ask Primo about this digest to open the Primo AI chat on it. Below the digest, the sections depend on the dashboard. Today shows:

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Create a dashboard

1

Click + next to the tabs

The New dashboard modal opens.
2

Name the dashboard

Enter a Name. It becomes the tab label.
3

Describe what it should show

In Say a few words about the dashboard of your dreams., describe what the dashboard is for, for example “Security first: compliance issues, unencrypted devices and late updates.”
The New dashboard modal with a Name field and a description of the dashboard to compose.
4

Click 'Create'

Primo composes the new view from your company’s data, then keeps it up to date.
A Security dashboard composed by Primo: Compliance at a glance, Where it fails and Controls and coverage sections.

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Manage a dashboard

Open the dashboard, then click … at the top right of the page:

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Choose the home view

The home view gets a house icon and moves to the leftmost tab. The Dashboard page opens on it for everyone in your company. Classic is the home view by default.
The Security dashboard made home: it shows the house icon in the leftmost tab, and a message confirms the Dashboard page now opens on this view for everyone in the company.

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Keep a dashboard up to date

Primo recomposes each AI dashboard on a schedule. The time of the last update shows as Updated at … at the top right. The recompose options next to it let you:
  • Set the frequency — recompose automatically every 48 hours (the default), every 24, 6 or 3 hours, or turn it Off.
  • Recompose now — recompose the dashboard on demand.
  • Improve with Primo AI — tell Primo AI what to change. Primo updates the dashboard’s instructions, then recomposes it.