Dashboards

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

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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.

Clicking the Home iconin the breadcrumbs displays the dashboard for that logged on user.

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 Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab by default.
4. Click the Dashboards tab to displays all dashboards.

"Dashboards" tab shows all dashboards in the organization

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

Related Topics

Open a Dashboard

Create a Dashboard

Edit a Dashboard

Delete a Dashboard