Learn how to design Dashboards that display BMI and KPIs for business stakeholders.

What is a Dashboard?

A dashboard displays important and relevant business management information (BMI) and key performance indicators (KPIs) to specific business stakeholders when they need it. Consider the following when designing a dashboard:

  • A well-designed dashboard organizes and visualizes important metrics and information for these stakeholders to quickly analyze and ascertain business performance, then understand how to act upon that business information.

  • Place Process Analytics reports to visualize business performance during Requests.

Designing dashboards comprises of a Display-type Screen. To incorporate relevant BMI and KPIs, create Saved Search charts of your Saved Search data, and then add those Saved Search charts to the Screen using the Saved Search Chart control in Screen Builder.

See dashboard design best practices for design ideas.

View All Dashboards

Follow these steps to view all the dashboards in your organization:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Click the Admin option from the top menu. The Users page displays.

  3. Click the Dashboards tab to displays all dashboards.

The Dashboards tab displays the name of each dashboard under the Name column and provides options to view, edit or delete these dashboards.

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