How do I view and edit dashboards in Monta Hub?

Dashboards in Monta give you insights into your network, charge points, revenue, invoices, roaming activity, failed sessions, and utilization. They are designed to help operators monitor performance, track financials, and quickly identify issues.

You can switch between different dashboard types using the dropdown at the top of the dashboards page. Each dashboard has its own focus area and can be filtered by operators, teams, sites, charging types (AC/DC), and access level (public/private).

Dashboards are available to Operator users.

Operator Charge Points

The Operator charge points dashboard provides insights into the distribution and usage of charge points.

Tables:

• Teams - Lists all teams with total charge points and charge sessions for the current month.
• Sites - Displays sites with total charge points and charge sessions.

Charts:

• Roaming / non-roaming split - Share of roaming-enabled charge points.
• Charge points - New vs total charge points over time.
• Charge sessions - Completed sessions and accumulated totals.
• Charge ratings - Average ratings from users.
• kWh charged - Energy delivered over time.
• Active / inactive split - Percentage of active vs inactive charge points.
• Public / private split - Breakdown of access levels.

Operator Revenue

Revenue Over Time:

• A bar chart showing revenue by month.
• Helps identify trends and seasonal peaks or drops.

Running Revenue Over Time:

• A line chart adding up revenue month by month.
• Shows your total accumulated revenue across the selected period.

Tables:

• Operators - Revenue totals per operator for the current and past months.
• Paying Teams - Teams contributing revenue, with columns for team name, operator, current month, and total revenue.
• Plans - Linked subscription plans, showing plan name, number of subscriptions, and active subscriptions this month.

Filters:

At the top of the dashboard, you can filter by:

• Operators
• Paying Teams
• Plans
• Date range (monthly or yearly)
• Currency

Use this dashboard to monitor financial health, track paying teams, and manage subscription-linked revenue.

Operator Team Revenue

The Operator team revenue dashboard shows revenue performance broken down by team.

Charts:

• Revenue over time - Monthly breakdown of fees, charges, write-offs, inter-company transfers, and tax refunds.
• Running revenue over time - Cumulative revenue trends.

Tables:

• Teams - Operator teams with revenue for the current month.
• Paying teams - Lists paying teams, their operators, and total revenue.

Operator Invoices

The Operator invoices dashboard tracks the billing status of invoices issued to teams and operators.

Key metrics:

• Paid invoices
• Settled invoices
• Unpaid invoices

Table:

• Includes:
  • Operator
  • Parent operator
  • Customer (team or operator)
  • Invoice ID
  • Status (paid, settled, unpaid)
  • Wallet ID
  • Currency code
  • Wallet balance
  • Due at
  • Days overdue
  • Payable Amount
  • Period from
  • Period to

Operator Roaming Charges

The Operator roaming charges dashboard shows performance and revenue for roaming sessions.

Key metrics:

• Total charge sessions
• Total kWh charged
• % successful sessions
• Total charge revenue

Additional insights:

• Charge point locations - Map of roaming activity.
• Roaming providers - Breakdown of connected providers.
• Paying operators - Operators involved in roaming.

KPIs over time:

• Charts for successful sessions, revenue, charge sessions, and kWh delivered.

Operator Failed Charges

The Operator failed charges dashboard helps identify and analyze failed charging sessions.

Key metrics:

• Total charge sessions - With % failed sessions over time.

Breakdowns:

• By operator, team, site - Where failures occur.
• By firmware, brand, model - Technical breakdown of affected hardware.
• OCPP errors - Error codes linked to failures.

Operator Site Utilization

The Operator site utilization dashboard benchmarks site performance against Monta’s industry-wide data.

Industry benchmarks:

• Top performance (kWh/CP/day): >220
• Great performance (kWh/CP/day): >150
• Poor performance (kWh/CP/day): <20
• Top performance (% time utilised): >20%
• Great performance (% time utilised): >15%
• Poor performance (% time utilised): <5%

Site performance:

• Site utilisation chart - Compare sites against benchmarks.
• Average site utilisation (kWh/CP/day) - Efficiency per charge point.
• Average daily utilisation (% time) - Share of time charge points are in use.

Network Overview

The Network Overview dashboard shows the current health of your charge point network and any ongoing incidents.

Key metrics:

• Total charge points – Overall number of charge points in your network.
• Disconnected / Error / Maintenance – Breakdowns of unavailable charge points.
• Total unavailable – Count of charge points contributing to downtime.
• Most impacted teams – Ranked list of teams, sites, and charge points with the highest number of unavailable charge points.
• Trends over time – Line graph showing the percentage of time spent in downtime (Disconnected, Error, Maintenance).
• Charge Session failure rate:
  • Most impacted teams – Ranked list of teams, sites and charge points with the highest percentage of unavailable failed charge sessions.
  • Trends over time – Line graph showing the percentage failed charge sessions for past 24h, 72h, 7 days and 30 days.
  • Failed charge sessions – Failure rate percentages for the last 24 hours and 30 days.
• Incident alerts:
  • Total open alerts – Active issues in your network.
  • Priority levels – High, medium, and low priority alerts.
  • Most impacted teams/Sites/charge points/Alert reasons – Entities with the highest number of alerts.
  • Trends over time – Chart of alert activity.

Create custom dashboards with Monta AI

For: operators using the new Monta Hub, with permission to create dashboards. This feature is rolling out gradually, so it may not yet be available to every operator.

In the new Monta Hub you can build your own dashboards with Monta AI. Describe the data you want to see in plain language and Monta AI builds the dashboard against your live charging data — no structured query language (SQL), business intelligence (BI) tool, or data team required. This is separate from the standard dashboards described above: Monta AI does not create, edit, or clone them, and you cannot edit those by hand.

What can I put on a dashboard?

A dashboard is a grid of widgets. Monta AI can build these widget types:

• Number (KPI) — a single headline figure, optionally compared to the previous period.
• Bar, line, area, and pie charts — trends and breakdowns over your selected time range.
• Table — rows of detailed data, sortable and paginated.
• Text — a note or heading to label or explain a section.
• Map — a geographic view of your sites.

How do I find my dashboards?

Open Dashboards in the new Monta Hub to see the list. You can search by name and filter by owner:

• Yours — the dashboards you created. These are private to you within your operator account.
• Monta — the standard dashboards provided by Monta (read-only).
• All — both.

How do I generate a dashboard with Monta AI?

1. Open Dashboards in the new Monta Hub.
2. Select Generate with AI next to + New dashboard. You can also select a suggestion chip — for example, Revenue & costs or Charge reliability & failures — or ask the Monta AI panel directly.
3. Review or edit the prompt, then press Enter. For example: "Build me a dashboard for charge point uptime."
4. Monta AI builds each widget on the draft canvas. Each tile moves from Planned to Generating to Ready.
5. Refine the draft in the chat. For example: "Add a widget for average session length", "Remove the third widget", or "Use the last 30 days". You can also rename or remove a tile on the canvas.
6. Select Save. Only the widgets that finished building are saved, as a new dashboard marked AI-generated.

Tip: to keep results fast, Monta AI defaults to a recent window (around the last 30 days) and the top results. Ask it to widen the range or show more if you need to.

If you leave the draft before saving, nothing is kept. A draft saved with no finished widgets can be removed from the dashboards list.

How do I add or change a widget with Monta AI?

1. Open a dashboard you own and select Edit with AI.
2. Describe the change. Monta AI shows a preview card for the proposed widget.
3. Confirm the change. Add adds the widget; Replace swaps it after a confirmation. The confirmation message includes Undo.

How do I edit a dashboard by hand?

Open a dashboard you own and switch to edit mode. You can rename the dashboard, drag widgets to reorder them, remove a widget, or open a widget's settings to adjust its title and filters.

How do I duplicate a dashboard?

Open a dashboard and choose the option to duplicate it — you get your own editable copy, leaving the original unchanged. This is also how you tailor a Monta-provided dashboard: because those are read-only, duplicating one (or selecting Edit with AI) creates an editable copy for you to change.

How do I set the time range and filter a dashboard?

• Use the time range selector at the top of the dashboard to choose the period — for example the last 7, 30, or 90 days, or a custom range — and the granularity, such as by day or by week. Every widget updates to the selected range.
• Apply dashboard filters to focus on specific sites, teams, or charge point types.
• A widget can also carry its own default filters, which apply unless you override them with a dashboard filter.

How do I keep a dashboard up to date?

• Each widget shows when its data was last updated.
• Turn on auto-refresh to refresh the dashboard on an interval — for example every 30 seconds, 1 minute, or 5 minutes — while you have it open.
• Data is cached for up to a few minutes for speed, so figures reflect the last refresh rather than the exact current second.

How do I view a dashboard on a big screen?

Open a dashboard and select the full-screen option to show it without the surrounding Hub navigation — useful for an operations wall display or a shared screen. The time range and filters you set are kept.

How do I export data from a widget?

Open a widget's menu and select the export option to download its data as a comma-separated values (CSV) file. The export covers the data currently shown for your selected time range and filters.

How do I share a dashboard?

1. Open a saved dashboard and select Share from the menu.
2. Create a public, read-only link. Set it to never expire, or to expire in 24 hours, 7 days, 30 days, or on a custom date.
3. Share the link. Anyone with it can view the dashboard in a browser, without a Monta account, and sees it with your branding.

You can revoke the link at any time from the same menu; revoking takes effect immediately.

How do I pin dashboard widgets to my home page?

1. On the home page, open Customize overview.
2. Go to From Studio and search for a dashboard.
3. Pin the whole dashboard, or pin individual widgets.

Pinned widgets appear under Pinned from Studio on your home page and follow your home page's time range.

Who can use this?

Custom dashboards with Monta AI are available to operator users with permission to create dashboards, in the new Monta Hub. Dashboards are scoped at the operator level for now; team-level views are coming soon. Some dashboards are provided by Monta and are read-only — to change one, select Edit with AI or duplicate it, and Monta AI creates an editable copy, leaving the original unchanged.

Troubleshooting

• A widget shows an error. Use the options on the widget to retry, edit, or clone it. If it consistently fails, editing its settings or regenerating it with Monta AI usually resolves it.
• A widget failed during generation. A widget that can't be built is marked Failed and is left out when you save. Ask Monta AI to try it again, or rephrase what you asked for.
• A generated dashboard looks empty. Only widgets that finished building are saved. If a generation was interrupted, remove the empty draft from the dashboards list and generate again.
• A large table looks cut off. Very large results are truncated for performance. Narrow the time range or add filters to reduce the result set.