Dashboard

What the Dashboard is

The Dashboard is a set of role-based tabs that presents the cards and charts chosen for your work. Use it to review operational measures such as sales, backlog, pipeline and status, or to review finance and management measures without opening each underlying record.

The widget gallery contains 109 dashboard components. A component can present a card, chart, ranking, status, trend or management measure. The tabs divide those measures into separate views; the available tabs depend on your role and saved dashboard setup.

The principal-dashboard role variant can include Principals Report. The dashboard library also defines Eagle View as a separate dashboard tab. The names and available surfaces come from the dashboard assigned to your role.

Before you start

The Dashboard opens the saved dashboard assigned to your role. Your role and subscription determine which tabs and widget surfaces are available, so the view can differ between roles.

The role dashboard controls the tab names, widget titles and report columns that you see. The principal report's six report grids use column lists from the dashboard setup, so use the headers shown in your own report when you interpret those grids.

Open the Dashboard

Open the Dashboard to review the dashboard assigned to your role.

Prerequisites

• You are signed in.
• Your role has a dashboard assigned.

Steps

1. Open the Dashboard.

2. Choose the view you need from the visible tab strip:

   If you need to…	Action
   Review the assigned dashboard	Confirm that the page contains Dashboard.
   Review the principal report	Select Principals Report.

Result: The Dashboard opens. The active tab shows its cards and charts; the principal report is available when your role includes Principals Report.

Read dashboard content

The active tab is the view whose cards and charts you are reading. The dashboard grid appears for an active user or management-report tab. The main Dashboard can show measures including Sales Pipeline, Booking This Year, Accounts in Sales Pipeline, Teams Booking vs. Target, Backlog, Teams Running Offer, Firm Offers, Budget Offers, Branch Tendency to Target, Principals Tendency to Target, Branch Booking vs. Target This Year, Principals Booking vs. Target This Year, Branch Running Offers, and Principals Running Offers.

The booking comparison view provides three sorting choices:

These three sorting controls arrive without a required marker. The principal report can also show report columns selected by your dashboard setup. Use the visible report headers when you read those grids.

Find widgets and continue to customization

To locate a widget already placed on the active tab, use Search for widget in the active tab’s options menu. Adding, arranging, renaming, deleting and saving dashboard content is maintained in Dashboard settings.

Prerequisites

• The active tab contains the widget you want to locate.
• Dashboard editing is available when you need to add or change widgets.

Steps

1. Enter the widget title in the search field.
2. Select the matching widget title.

The active tab scrolls to the matching widget. When you are maintaining the dashboard, the widget selection flow uses these controls:

The add and edit tab dialogs use the required New Tab field. Continue with Dashboard settings for the edit-mode controls, including Widget and Save, and for the complete tab-maintenance procedure.

Result: The active tab is positioned on the widget title you searched for, or you have the exact Dashboard settings task to add, arrange or save dashboard content.

Use the dashboard variants

Dashboard variants are separate views for different questions. Principals Report is the principal-report view; Eagle View is the custom dashboard view. The role's saved dashboard also determines whether a Business Analysis view is available.

Prerequisites

• You are signed in.

Steps

1. Select Principals Report, Eagle View, Settings, Introduction & Outline, All, or Top 50, according to the task in the table.

   If you need to…	Use this view or control
   Review the principal report	Principals Report
   Configure which report charts are enabled	Settings
   Read a report outline	Introduction & Outline
   Review the custom analysis controls	Analyze, Over, Highlight, and Interval
   Show all custom analysis results	All
   Limit custom analysis results	Top 50

When Settings is open in Principals Report, the panel can show the required Report field. Its report choices include:

The report settings panel includes Generate Report, Download as PDF, and OK. The custom analysis controls are available only when Eagle View is the active tab.

The Introduction & Outline view provides these report sections:

Result: The selected dashboard variant or settings panel is displayed with its available controls.

When the Dashboard is unavailable

An empty role dashboard is the branch to use when no dashboard has been defined for your role.

When a principal report request cannot be processed, the page can display these exact messages:

Continue to Dashboard settings

Use Dashboard settings when you build or customize role dashboards. That page owns the dashboard-maintenance tasks for tabs, widgets, saved arrangements and role-specific dashboard setup.

The Dashboard settings task uses the success message Your request was completed successfully after a completed settings request.