Custom Dashboard

| Introduction

A dashboard is a powerful visual representation of key data points and metrics, typically presented in a graphical format on a single screen or interface. Dashboards serve as a consolidated view of crucial information, enabling users to monitor, analyze, and understand complex data with ease and speed. By transforming raw data into actionable insights, dashboards empower decision-makers to stay informed and responsive in real-time.

One of the standout features of dashboards is their ability to consolidate data from multiple sources into a unified view. This aggregation of information from various systems or datasets provides a comprehensive overview of business or operational performance. Whether it’s sales figures, customer feedback, or operational metrics, dashboards bring all relevant data together, offering a holistic perspective that is essential for strategic planning and performance tracking.

| Customizable Dashboard

Moreover, dashboards are highly customizable to meet specific user needs or organizational requirements. Users can configure layouts, choose which metrics to display, adjust visual styles, and set up alerts or notifications based on predefined conditions.

This flexibility ensures that each dashboard is tailored to the unique demands of its users, enhancing its effectiveness and usability. By allowing for such personalization, dashboards not only improve data accessibility but also ensure that the most relevant information is always at the forefront, driving better decision-making and operational efficiency.

Dashboards can be categorized into 3 types:

• Personal Dashboards (Created by Me)
• Shared Dashboards (Created by Me)
• Shared by Others

| Dashboard Actions & Permissions

The permissions and corresponding actions for a user creating/editing/accessing a dashboard is given as below:

The permissions and corresponding actions for a user creating/editing/accessing a widget is given as below:

| Important Points to Consider

• A user can add only add a maximum of 15 widgets to a chart
• Scope selection is not common for all dashboards
• There can be a maximum of 15 dashboards per user view
• There can be a maximum of 10 parameters per chart
• Support users can share it with only Support users or Support+Facilisight users
• Group option is available for Chart level and Dashboard level