Learn how to design Dashboards that display BMI and KPIs for business stakeholders.
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Create a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.
The Dynamic UI package must be installed to create a dashboard.
Prior to creating a dashboard, ensure that the following ProcessMaker Platform assets exist for this dashboard:
A Display-type Screen must contain the content for your dashboard. If the specific Screen for this dashboard does not exist, create that Screen.
While a dashboard may contain any content that a Display-type Screen supports, consider any of the following for an effective dashboard:
Design Business management information (BMI) and key performance indicators (KPI) for intended business stakeholders. Create one or more Saved Searches, and then design Saved Search charts from the Saved Search(es) to provide KPIs that your intended business stakeholders would inform them of business information they would value.
Design content in that Screen that this dashboard's intended audience would find valuable, including but not limited to general information, files to download or preview that this audience uses frequently, and images. Integrate information from a Collection record to provide relevant record data.
Design the Screen as intended to display the dashboard's content.
Follow these steps to create a dashboard:
In the Name setting, enter a unique name for the dashboard. This is a required setting.
From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.
In the Description (optional) setting, enter a description for the dashboard.
Click Save. The following message displays after creating the dashboard: Configuration Dashboard Updated.
View all dashboards in your organization. The Dashboards tab displays:
Click the +Dashboard button. The Create Configuration Dashboard screen displays.
Consider the following best practices and considerations when designing dashboards for your business stakeholders.
Understand what information your business stakeholders need to either take action on information or make that information easier to do. Understanding what your stakeholders need guides you in how to design the Display-type Screens to provide that information. Consider the following examples.
Prior to creating a dashboard, ensure that the following ProcessMaker Platform assets exist for a dashboard:
A Display-type Screen must contain the content for your dashboard. If the specific Screen for this dashboard does not exist, create that Screen.
While a dashboard may contain any content that a Display-type Screen supports, consider any of the following for an effective dashboard:
Design Business management information (BMI) and key performance indicators (KPI) for intended business stakeholders. Create one or more Saved Searches, and then design Saved Search charts from the Saved Search(es) to provide KPIs that your intended business stakeholders would inform them of business information they would value.
Design content in that Screen that this dashboard's intended audience would find valuable, including but not limited to general information, files to download or preview that this audience uses frequently, and images. Integrate information from a Collection record to provide relevant record data.
Design the Screen as intended to display the dashboard's content. Consider the following when choosing the chart types:
Line charts: Use line charts to plot data points over a period of time. They are compact, clear and precise. Line charts format is common and familiar to most people so they can easily be analyzed at a glance.
Bar charts: Use bar charts to divide your data into neat categories. These charts are easy to understand, clear, compact, and have multiple use cases.
Pie charts: Although pie charts can be visually scanned easily and stakeholders notice the biggest slice immediately, challenges in terms of scale may result in the smallest slices being so small that they even cannot display.
Keep the layout and order of information in mind. Follow these general design principles for stakeholders to more easily assimilate dashboard information:
Key information should display first, preferably in the top left region of the page. This mimics how written words are traditionally parsed. Research has shown that users will initially look to that area of a page when it has loaded.
Major trends, data points, and the most important tasks should be visible at a glance. After displaying the initial overview, provide more granular information.
Group charts, metrics, and functionality by theme with comparable items placed next or near each other.
Stakeholder Need
Design Guidance
Manager needs an overview of team progress and status.
Include Save Search Charts that show Request and Task status and when each started to provide insight on team member progress.
Team starts Requests for the same Processes frequently.
Use Rich Text controls with "button" images that link to Processes that may be started via Web Entry. See Locate the URL to Start a Request Via Web Entry.
Employees need information and files.
Design a homepage or portal that provides employee information and files employees may download via File Download controls.
Edit a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.
The Dynamic UI package must be installed to edit a dashboard in your organization.
Your user account must have the Make this user a Super Admin setting selected to edit a dashboard that you did not create.
Follow these steps to edit a dashboard:
Edit the following information about the dashboard as necessary:
In the Name setting, edit the unique name of the dashboard. This is a required field.
In the Description (optional) setting, edit a description for the dashboard.
Click Save.
View all the dashboards in your organization.
Follow these steps to view all the dashboards in your organization:
Click the Admin option from the top menu. The Users page displays.
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.
Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:
Screens: Edit Screens
Screens: View Screens
Delete a dashboard that your business stakeholders no longer use.
Follow these steps to delete a dashboard:
Click Confirm. The following message displays: The dashboard was deleted.
Understand what a dashboard is and how they can benefit business stakeholders with relevant BMI and KPIs at a glance.
A dashboard displays important and relevant business management information (BMI) and key performance indicators (KPI) to specific business stakeholders when they need it. 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.
View all dashboards in your organization. The Dashboards tab displays:
Click the Edit icon for the dashboard to edit. The Update Configuration Dashboard screen displays.
The must be installed to view all in your organization.
Ensure that you are to ProcessMaker Platform.
Click the Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab by default.
Click the +Dashboard button. See .
Click the Open Dashboard icon. The selected dashboard opens in a new browser window and displays its content as a user would experience it.
Click the Open Screen icon. The Screen opens in a new browser window and displays its content.
See the permissions or ask your Administrator for assistance.
Click the Edit icon. See .
Click the Delete icon. See .
, including how to sort columns or how many items display per page.
The must be installed to delete a in your organization.
. The Dashboards tab displays:
Click the Delete iconfor the dashboard to delete. The Caution screen displays to confirm the deletion of the dashboard.
Clicking the Home iconin the breadcrumbs displays the dashboard for that logged on user.
Design dashboards with the package. Each dashboard designed with the Dynamic UI comprises of a -type . To incorporate relevant BMI and KPIs, create of your data, and then add those Saved Search charts to the Screen using the control in .
See for design ideas.
Opening a loads the -type that dashboard uses and then displays its content in a new Web browser window. Review the dashboard's content prior to that dashboard's deployment or during its maintenance.
The top is not affected when opening a dashboard.
The must be installed to open a to review how view that dashboard's content.
. The Dashboards tab displays:
Click the Open Dashboard iconfor the dashboard to view. The dashboard opens in a new Web browser window.