Working with Dashboards

Working with Dashboards

Dashboard is a pictorial representation of your custom reports, which gives a real-time snapshot of your organization's key metrics. Using dashboards, you can easily visualize the patterns and trends in sales, marketing, support, and inventory related data. For example, you can glance at the products that are selling fast over a period of time, compare the current quarter sales with previous quarter sales, or compare the actual sales to the projected sales.

In Client management system, the dashboard comprises of different types of two-dimensional and three-dimensional charts (components). These charts are built with Adobe Flash technology, which displays the data dynamically. The various types of charts are bar, pie, line, table, or funnel. The unique feature in Client management system is the Funnel chart, which can be used to visualize the various stages in sales pipeline.

Limitations

  • Some of the international currency symbols will not be displayed properly.
  • Dashboard properties (color, gradient, borders, background etc.) cannot be modified through user interface.
  • Dashboards need to be refreshed manually to display the up-to-minute changes.
  • Only Summary Reports can be added to the dashboard.

Creating Dashboards

Dashboards can be stored in publicly accessible folders for all the Client management system users or private folders with limited access to some of the users.

To create dashboard folders

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, click the Go to Dashboard List link.
  3. In the Dashboard List page, click Create New Dashboard Folder.
  4. In the New Dashboard Folder page, do the following:
    • Enter the Folder Name.
    • In Accessibility Details section, define the user's accessibility to view the dashboard folder.
  5. Click Save.

To create dashboards

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, click the Go to Dashboard List link.
  3. In the Dashboard List page, click Create New Dashboard.
  4. In the New Dashboard page, do the following:
    • Enter the Dashboard Name.
    • Select Dashboard Folder from the list in which the dashboard has to be stored.
    • Enter the Description of the dashboard.
  5. Click Save.