Review the Dashboard and choose the view that matches your work.
| If you need to… | Go to |
|---|---|
| Reach the Dashboard and understand the main navigation | Navigation basics |
| Understand the Dashboard's purpose and measures | Dashboard overview |
| Find a card or chart by its title | Dashboard widget catalog |
| Read a Principals Report | Principal report |
| Change dashboard tabs or widgets | Personalizing your workspace |
| Get help when your role has no dashboard | Getting help |
What the Dashboard is for
The Dashboard is a set of role-based tabs that displays the measures your organization has chosen for your work. Its visible tab names divide the information into separate views, so you can review the view that answers your current business question without changing information first.
Before you open the Dashboard
Prerequisites
- You are signed in.
- Dashboard access is included for your subscription.
- Your role has a dashboard with at least one dashboard tab.
You see the Dashboard after signing in. Its tabs and content appear when dashboard access is included. Your dashboard view appears when it is selected and at least one dashboard tab is available.
If your role has no dashboard, the page displays Your role has no dashboard and
Kindly, Contact your administrator to define a dashboard.
Contact your administrator to have a dashboard defined for your role.
Open the Dashboard and orient yourself
Open the Dashboard to review the measures selected for your role.
Prerequisites
- You are signed in.
- Your role has a dashboard with at least one dashboard tab.
Steps
- Open the Dashboard.
- Locate Dashboard and Principals Report in the tab strip.
- Review the cards, charts, and headings on the active dashboard view.
- Locate the sorting control for the measure you want to review: Sort by Booking, Sort by Target, or Sort by Achievement.
Some controls use icons without text labels. Use the text displayed on the page rather than guessing what an icon-only control does.
Result: The Dashboard view is on screen with its tabs, cards, charts, and visible sorting controls.
Select a dashboard view
A dashboard view is a tab containing a distinct set of measures for review. Select a visible tab when the question you need to answer belongs to another view.
Prerequisites
- The Dashboard is open.
- At least one visible dashboard tab is available.
Steps
-
Select the tab that matches the view you need.
If you need to… Select Review the dashboard cards and charts Dashboard Review the principals report surface Principals Report -
Read the controls and readouts on the selected view.
-
In the Principals Report view, use Report as the required report field.
-
Use Generate Report to generate the report.
-
Use Download as PDF to download the report as a PDF.
The Principals Report view displays Accounts, Report, and Time Frame. Report carries a required marker. The view also displays Generate Report and Download as PDF.
The Dashboard can also show an Eagle View or an MRM report when those views are available.
If you are editing a dashboard, the available controls include Widget, Save, Rename tab, and Delete tab. The tab menu also provides Search for widget when the active tab contains widgets. Use Personalizing your workspace for that editing task.
When a new or edited tab name is required, the field is New Tab and the message is
This Field Is Required.
When restoring standard tabs, the confirmation message is
Are you sure you want to replace your tabs with standard tabs?.
When ultimately deleting a tab, the confirmation message is
Are you sure you want to ultimately delete this tab and all it's content ?.
After a dashboard save action, PAMS uses Your request was completed successfully for success and
An error occurred while processing your request for an error.
Result: The selected dashboard view is on screen, and the Principals Report view exposes its report field and report actions when that tab is selected.
Review the visible measures
The dashboard presents business measures as cards, charts, headings, and values. Review the displayed heading before deciding which view or widget answers your question.
| Area | What you can review |
|---|---|
| Sales pipeline | Sales Pipeline, Potentials, Inquiries, Budget offers, Firm offers, and Orders |
| Booking | Booking This Year, Equivalent, Target, Achieved, and Forecast |
| Backlog | Backlog, Sales ( orders), and Commission ( commission) |
| Trend and status views | Teams Booking vs. Target, Teams Running Offer, Branch Tendency to Target, and Principals Tendency to Target |
Prerequisites
- The Dashboard is open.
- A dashboard view with measures is selected.
Steps
- Read the headings and values on the active dashboard view.
- Locate the sorting control for the measure you want to review: Sort by Booking, Sort by Target, or Sort by Achievement.
Result: The active dashboard view remains on screen with its displayed measures and the three visible sorting controls.
Troubleshooting
| What you see | What it means | What to do |
|---|---|---|
Your role has no dashboard | Your role does not have a dashboard defined. | Contact your administrator to define one for your role. |
This Field Is Required | The New Tab field is required when adding or editing a tab. | Enter a tab name. |
Are you sure you want to replace your tabs with standard tabs? | The restore action is asking for confirmation. | Confirm only if you want to replace your tabs with the standard tabs. |
Are you sure you want to ultimately delete this tab and all it's content ? | The delete action is asking for confirmation. | Confirm only if you want to delete the tab and all its content. |
An error occurred while processing your request | The dashboard request returned an error. | Review the action and contact your administrator if the error remains. |
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