Personalize TufinAI Executive Dashboard

Overview

Populate the TufinAI Executive Dashboard with custom charts that help youthat help you surface the rule and ticket data you need, when you need it. Review the predefined chart examples for ideas, or add custom charts to tailor the dashboard to your needs.

Charts are available for rules and tickets:

• Rules

  Use Rules charts to visualize SecureTrack rule data. For example, get analytics about your rule base, such as rule counts, certification status, recent modifications, and service trends.

• Tickets

  Use Tickets charts to visualize SecureChange ticket data. For example, get analytics about change-management activity, such as ticket volume, status, workflow steps, handling time, and backlog trends.

TufinAI Executive Dashboard

• Simple to create

  Create custom charts by describing your requirements in natural language, using the existing examples for ideas. Generate a chart preview, and then add the chart to the dashboard when it meets your needs. Export a specific chart or the entire dashboard to share data with peers or analyze data in <third-party tools / external tools / another system>.See Natural language prompt examples for charts.

• Automatic/on-demand datat refresh

  Executive Dashboard data refreshes nightly after you generate custom charts. You can also refresh charts on demand to retrieve the latest available data.

• Simple to change

  Update chart specifications at any time and regenerate the chart.

• Flexible export

  Export a specific chart or the entire dashboard to share data with peers, analyze data in third-party applications, and more.

User authorization for executive dashboards

SecureTrack and SecureChange users with the required roles are authorized to view, create, and manage executive dashboards.

User roles for executive dashboards

Authenticated users with either of the following roles are authorized to view and edit executive dashboards:

• SecureTrack super-admin users

• SecureChange users whose roles include View Reports tab and create reports permission

Authorize non-super-admin SecureTrack users for executive dashboards

To allow non-super-admin users in SecureTrack to view and edit executive dashboards, explicitly authorize them by using SecureChange's RBAC mechanism for that user.

1. Go to SecureChange > Users.

2. Do one of the following:

   • Import the user from the relevant LDAP repository.

   • Create a local user with the same login name as the SecureTrack user's login name.

3. Assign that user a role that includes the View Reports tab and create reports permission.

For more information, see User authentication.

Prerequisites

• Cloud access from browser to https://ai-powered-search.tufin.com/tql-translation/health via HTTPS (TCP 443)

• TufinAI Executive Dashboard enabled by a super admin

• TufinAI SKU

• User authorization

Add custom charts

Generate custom charts according to your specifications.

When you open the TufinAI Executive Dashboard for the first time, you see examples of prebuilt charts

1. Go to SecureTrack > Dashboard > TufinAI Executive Dashboard.

2. Click Add chart.

3. In Custom Chart Settings, do the following:

   1. Enter the Chart name.

   2. Select the Data type for the chart as Rules or Tickets.

   3. Paste a prompt, or type the chart's specifications in natural language. See Natural language prompt examples for charts.

4. Click Generate Preview.

   

5. To add the generated chart to the Executive Dashboard, click Add to dashboard.

Managing custom charts

After creating a custom chart, you can use the available chart options to manage it. Most options are available from the chart's Actions menu or toolbar.

Option	Description
Refresh	Updates the chart with the latest available data on-demand. By default, the system refreshes dashboard data nightly. The timestamp shows when chart data was recently updated.
Move	Rearranges charts to customize your dashboard view.
Export	Exports dashboard or chart data. Available options include: Export dashboard as PDF: Exports the dashboard to a PDF file. Use this option when you need to share or save the dashboard view as it appears. Export raw data as CSV: Exports the underlying data to a CSV file. Use this option when you need the source data for further analysis or reporting. Export chart as CSV: Exports the aggregated chart data to a CSV file. Use this option when you need the aggregated chart results in spreadsheet format.
View Rules/Tickets	Takes you to the relevant page in SecureTrack or SecureChange depending on the chart's data type: View Rules: Opens the Rule Viewer in SecureTrack, showing the rules that match the chart prompt. View Tickets: Opens the Tickets page in SecureChange and shows the tickets that match the chart's prompt.
Edit	Modifies chart specifications.
Delete	Permanently deletes the chart.

Natural language prompt examples for charts

Here are a few example natural language prompts to generate custom charts for rules and tickets in the TufinAI Executive Dashboard.

Rule chart examples

To generate this rule chart	Use this natural language prompt	Example result
Rules: Candidates for Cleanup per Device	Candidate rules for cleanup fit at least one of the following criteria: rules which didn't get a hit over a year, disabled rules which weren't modified over a month, fully shadowed rules. Generate a histogram counting candidate rules for cleanup per device name. Show only 15 top devices.
Rules:  Allow traffic to ANY by Device Name/Vendor	bar chart counting rules whose destination ip is ANY by policy device name. show only rules of vendor Cisco
Rules: Per Domain	draw a histogram counting rules per device's domain, excluding 'default' domain. paint each bar differently. show the count per bar on a label
Rules: Compliance Violation Severity Ratio	Pie chart counting rules per highest violation severity. rules without value of highest violation severity shall be counted by 'No Violation' slice don't present legend
Compliance: Rules with Too High Permissiveness Levels	bar counting rules of 'HIGH' permissiveness level per device model. show only top 5 models. color each bar differently
Compliance: Rules with Critical and High Violation Severity	stacked bar chart counting rules with 'HIGH' and 'CRITICAL' highest violation severity per policy device name. show only top 15 devices. Truncate device names after 15 characters. avoid legend from overlapping the chart

Ticket chart examples

To generate this ticket chart	Use this natural language prompt	Example result
Tickets: SecureChange ROI by Quarterly $ Savings	I want to show the amount of money saved each quarter during the last 24 months. this should be a quarterly bar showing per quarter the amount of money saved per ticket For each ticket that was opened during that quarter 1400 $ Saved. make it stacked bar per Workflow type. show quarters with 0
Tickets: Handled by Team	line chart counting task assignment events every month during year 2025. add label per month. line shall not be curved. draw a line per participant name. present a legend at the bottom of the chart. avoid the legend from overlapping the chart
Tickets: Rejection and Cancellation Rate	histogram counting events of types: ticket created, ticket rejected and ticket cancelled events. paint Created bar in Blue. Paint Canceled and Rejected bars in Red
Tickets: SecureChange Utilization: Current In-Progress Tickets per Workflow Type	show a pie chart showing currently opened tickets per workflow type. show label per slice. Ignore events without workflow type. don't present label per slice. show legend
Tickets: Workflows Utilization Rate- Tickets Created on 2025 per Workflow	pie chart counting tickets created during year 2025 per workflow name. consider only workflows type of ACCESS REQUEST. don't present legend
Tickets: SLA Statuses	histogram showing count of sla status update events per sla status. don't consider NA. paint each bar in differently
Tickets: SLA Overdue Tickets Compared to Total Tickets Created	bar chart counting how many tickets SLA status was overdue and how many tickets were created, for Access Request workflow type. don't present legend
Tickets: SLA Overdue Ratio	gauge showing the percentage of SLA overdue events among the tickets opened during year 2025
Tickets: Step redo per step name (Firewall Change Request Workflow)	pie chart counting step redo events per step name Consider only events of workflow Firewall Change Request Workflow Don't present label per slice Always show a legend at the chart's bottom. avoid overlapping the legend with the chart