Your dashboard

Executive KPIs, grouped sidebar navigation, and app-wide shortcuts for the authenticated Parsivex workspace.

Last updated July 6, 2026

The dashboard at app.parsivex.com (/) is your home base after onboarding. Parsivex uses a grouped sidebar, executive KPI strip, and dedicated pages so you can reach findings, alerts, and savings in one or two clicks.

Dashboard states

What you see depends on where you are in the setup and scan lifecycle:

StateWhat you seeHow you get here
OnboardingRedirect to the onboarding wizardNo AWS connection yet, or connection not verified
No scan"Ready to find savings" card with Start ScanAWS connected and verified, but no scan has been run
RunningProgress bar with phase label (Collecting → Analysing → Building report)A scan is in progress
FailedError message with Try Again buttonThe latest scan did not complete successfully
CompleteExecutive summary with KPIs, report snapshot, and previewsAt least one scan has completed successfully
LoadingSkeleton placeholdersData is still loading from the API

If you are stuck in onboarding, finish connecting and verifying your IAM role first. The dashboard unlocks once verification succeeds.

Executive summary (complete dashboard)

After your first successful scan, the dashboard is designed as a quick morning check-in — key numbers above the fold, with deeper detail on dedicated pages.

KPI strip

Four compact metrics across the top. Each tile links to its dedicated workspace:

KPILinks to
Realized savings/savings — verified monthly savings from resolved findings
Potential waste/savings — estimated monthly waste from your latest scan
Open findings/findings — issues waiting in your inbox
Unacked alerts/alerts — cost anomalies you have not acknowledged

On plans without findings inbox or anomaly alerts, the related KPIs show a dash until you upgrade. See Plan comparison.

Latest scan report

A summary card shows monthly waste, finding count, and scan date from your most recent completed scan, plus a by category breakdown (Compute, Storage, Network, Database). Use Open full report → for the detailed report. On plans with PDF export, Download PDF appears on the card as well.

Top findings and active alerts

A two-column preview (desktop) shows:

  • Top findings by savings — up to three open findings ranked by estimated monthly savings, with View all → to the findings inbox.
  • Active cost alerts — up to three unacknowledged cost anomalies, with View all → to the alerts inbox.

Full lists, filters, and actions live on those dedicated pages — not duplicated on the dashboard.

Recent activity

Below the summary sections, the dashboard shows your five most recent scans with status, date, and savings total. Click View all to open the full history page at /history.

From scan history you can open any completed scan's report, see which scans failed and why, and compare savings trends across multiple scans. See How scans work for scan lifecycle details.

The left sidebar groups destinations by job. Locked items show an upgrade tooltip; some show live badges.

SectionDestinationsNotes
OverviewDashboard, Latest ReportLatest Report opens your most recent completed scan report
MonitorFindings, Cost Alerts, Savings, Scan HistoryFindings and alerts show badge counts when applicable; Run scan lives in the sidebar footer
AskCost AssistantAsk Claude about your bill (Monthly Monitoring and Team plans); free plans see an upgrade prompt
ManageIntegrations, Team, BillingAWS connections and alert channels live under Integrations
SupportHelpOpens the public help center at parsivex.com/help

Live badges

BadgeWhereMeaning
Scan in progressDashboard nav itemA scan is running for this workspace
Findings countFindingsOpen findings in your inbox (paid plans)
Alert countCost AlertsUnacknowledged cost anomalies (paid plans)

The workspace switcher at the top of the sidebar changes which workspace's data you see. Dashboard, history, findings, and integrations all reflect the active workspace.

App-wide shortcuts

These controls appear in the app header on every page — you do not need to return to the dashboard to use them.

Below the header on desktop (and condensed on mobile), breadcrumbs show where you are — for example Dashboard → Findings or Settings → Team. Click any segment to jump back without using the sidebar.

Command palette (⌘K / Ctrl+K)

Press ⌘K on Mac or Ctrl+K on Windows/Linux, or click Search in the header. The palette lets you:

  • Jump to any sidebar destination
  • Open account, team, billing, and integrations settings
  • Run a scan, download the latest PDF report, or acknowledge all open cost alerts
  • Open popular help articles

Type to filter commands. Locked destinations still appear with an upgrade hint.

Ask about your bill

Click Ask about your bill in the app header (next to Run scan) to open the Cost Assistant panel. You can ask questions about your latest scan, findings, and AWS spend — answers are grounded in your workspace data, not generic advice.

Suggested starter questions appear when you open a new conversation. Past conversations are listed at the top of the panel so you can pick up where you left off. Paid plans include a daily message limit; the panel shows how many messages you have used today.

Free plans can open the panel but see an upgrade card instead of the chat input. See Plan comparison for chat limits by tier.

Notification bell

The bell icon next to Run scan opens your in-app notification center. It surfaces recent scan completions and cost alert activity so you can jump to the relevant page without hunting through history. Unread items show a count badge.

Where full widgets moved

Former dashboard widgetNow at
Full realized savings hero/savings
Savings trend chart/savings
Full anomaly feed/alerts
Findings inbox/findings

Settings and integrations

Configuration is split by concern instead of one long settings page:

DestinationRouteWhat you configure
Integrations/integrationsAWS account connections, connection health, email/Slack alert channels, anomaly toggle
Account/settings/accountProfile and workspace preferences
Team/settings/teamInvite teammates (Team plan) — also linked from the sidebar
Billing/settings/billingSubscription, plan, and Stripe customer portal — also linked from the sidebar
Danger zone/settings/dangerDelete account and revoke Parsivex access

Visiting /settings redirects to Account. Legacy /settings/alerts redirects to Integrations.

For IAM setup or connection troubleshooting, start at Integrations or see the AWS access articles.

Running a new scan

Use Run scan in the sidebar footer (or mobile header). It is disabled while a scan is already running. Each new scan re-inventories your resources and may surface new findings or mark old ones as resolved.

Quick reference

I want to…Go to…
Run my first scanYour first scan
See all past scans/history
Review open findings/findings or Findings inbox
Check cost alerts/alerts or Cost anomaly alerts
See savings and ROI proof/savings or Savings & ROI
Connect AWS or set up Slack/integrations
Change my plan/settings/billing or Plan comparison
Understand a finding typeFinding types

Next steps

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