What are Dashboards?

Overview

Dashboard Pages

Dashboard pages provide powerful functionality in TrackVia.

• At-a-glance business intelligence
• Workflow
• Simplified navigation

Business Intelligence

Because you can "mix and match" views from various apps/tables, and because you can include views of any format (map, calendar, chart, etc.) a dashboard page is extremely effective at providing a significant amount of information at-a-glance.  For example, you can have a dashboard page that includes a bar chart of the sales pipeline this quarter, alongside a summary view (pivot table) that shows the sales activity levels of sales reps by day.

Workflow

Effective workflow is achieved when each team member has at his or her fingertips a current listing of all assigned tasks.  Dashboard pages give you this ability.  For example, you might have a dashboard page that shows 3 views where the top view is "New tasks assigned to me", the middle view is "Tasks I'm working on now", and the bottom view is "My recently completed tasks."  In this scenario, an employee would log in, see a new task assigned to him, and would then change the task's status from "new" to "in progress."  This task would then move from the top view to the middle view.  Upon completion of this task, it will move to the bottom view and stay there for 5 days (or 1 day, or 3 days, according to the view's filters).

Simplified Navigation

Dashboard pages provide the ability for each employee to have "1-stop shopping" for her primary needs.  Because a dashboard page can serve as the start page for a user, and because each dashboard page includes so much functionality (Search, Add a Record, Drill-down, etc.) a user may spend 90% of her time working in dashboard pages compared to other areas of TrackVia's user interface.  For example, a top executive may log in to TrackVia, be automatically taken to a business intelligence dashboard as his start page, and then do nothing else in TrackVia until the next morning.  Or, a data entry clerk in the HR department may log in to TrackVia and be automatically taken to a workflow dashboard as her start page, where she can view the new job applicants for each position and assign them to the appropriate hiring managers for follow-up.

Key Facts about Dashboard Pages

• Each dashboard page can hold views in multiple sections
  • Each section can be in 1-, 2- or 3-column layout
  • Each section can hold text as a Title and/or Description
• Each dashboard page can hold views from any of your apps/tables
• Dashboard pages can hold any format of views (table, summary, map, calendar, etc.)
• Each view on a dashboard page is fully interactive (click-to-change, drill-down*, etc.)
• Each view on a dashboard page contains a search box
• Each view on a dashboard page contains an "Add record" button
• Each dashboard page includes VIEW and EDIT sharing settings
  • Private (only the page's creator may view or edit)
  • Admins only
  • Any User
  • Public to anyone with the link
  • Public to anyone including search engines
• Any dashboard page can be set as the Start Page for any user

*Drill-down refers to the ability, in any view format (map, chart, calendar, etc.) to click the view and see a table display of the individual records that make up that part of the view.  Unlike most charts and graphs, which are merely static graphical snapshots of data, our views are real-time reflections of the current data in your account and they are interactive rather than static.  For example, in a bar chart where each column is a month, you can click the column and you'll see the records from that month only.  (Note: Currently, the batch update feature is not available when you drill-down in a view.)