Dashboards

Dashboards in SuperOffice CRM give you instant visual insight into your work, your team’s progress, and key company metrics. They display key numbers and trends using tiles linked to typical searches or other data sources. Use dashboards to track activities, sales, requests, and more. You can view pre-defined dashboards or create your own.

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What is a dashboard?

A dashboard is a customizable view of your CRM data. It displays one or more tiles-mini visual reports that show summaries, counts, or charts based on your data. Dashboards help you stay informed and make decisions faster. Each tile contains a graphical or numerical representation of SuperOffice data. It is the data behind the tiles that makes a dashboard useful.

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Terminology

• Dashboard: A screen that displays CRM data visually using one or more tiles.
• Tile: A configurable panel in a dashboard. Tiles can show charts, lists, or numbers.
• Chart: A graphical representation of tile data, such as a pie chart or bar chart.
• Dataset: The underlying data source for a tile, typically based on criteria.

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Access your dashboards

Select Dashboard in the navigator to open the dashboard screen. You can access:

• Pinned dashboards: Distributed to you by an administrator
• Favorite dashboards: Marked with a star icon
• Own dashboards: Dashboards you created yourself

By default, a dashboard called Status is available and pinned. It contains tiles with pre-defined charts and key numbers. If you have a Service Essentials license or the Starter plan, a second dashboard called Requests is also available. You can create additional dashboards or duplicate existing ones to customize them. Pinned and favorite dashboards are displayed across the top of the screen, along with the most recently used dashboard. Use the search field in the navigator to find other dashboards available to you.

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Tiles

Tiles are the building blocks of a dashboard. Tile data typically relates to you, or your groups, and to a specific period (such as this month, last 6 months). A tile can show:

• A chart, such as a bar or pie chart. Charts are graphical visualizations of data, sometimes called a graph.
• A list of up to 100 records from a selection.
• A big number, such as total sales. Highlights a key performance indicator (KPI).
• A web panel that loads a URL.
• HTML content, formatted directly in the tile.

You can add pre-defined tiles or create your own.

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Chart types

The chart type determines how data is displayed inside the tile.

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View and interact with tiles

Each tile shows a snapshot of real-time data from its source. You can interact with tiles to explore the underlying data.

• Hover over chart areas to view tooltips with more detail.
• Click a value in the chart legend to show or hide data series. This is useful when printing or exporting tiles.
• To expand a tile, click and select View in full screen.
• To view the dataset, click and select Show dataset. This displays the criteria that determines what data the tile shows.
• Use quick filters to narrow down the data shown on the dashboard.
  • Select one or more values to instantly filter all tiles on the dashboard.
  • Tiles affected by a filter show a funnel icon .
  • Click X on a filter to clear that filter, or click X on the filter bar to clear all filters.
• Drill down into data by clicking a data point (for example, a bar or pie segment). A new window opens with the related records. In the drill-down view:
  • Select a record to preview it.
  • Double-click a record to open it, or select a record and click Open.
  • Click and select Copy into selection to copy one or more records for follow-up. If no records are selected, the entire result set is copied.

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Configure quick filters (admin/owner)

All users who can view the dashboard can use the filters, but only the owner and administrators can add, change, or remove them. To configure quick filters:

1. Click Quick filter in the dashboard header.
2. Click Add quick filter and choose a criterion from the list.
   • Only criteria that are already used in one or more tiles on the current dashboard can be added as quick filters.
   • To see which criteria a tile uses, click and select Show dataset.
3. Optionally, restrict the selectable values (for example, limit Internal status to only Open and Closed).
4. Repeat steps 2-3 to add more filters.
5. Click OK to save the filter set.

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Requirements

Dashboard features depend on your assigned functional rights and license level. All users can:

• View dashboards pinned or shared with them
• Create, customize, and delete their own dashboards

If you cannot edit or pin a dashboard, contact your administrator to check your functional rights.

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Functional rights

Functional rights are assigned to user roles in Settings and maintenance. These rights control who can share and manage dashboards.

• Dashboard administrator:
  • Pin dashboards to users or groups
• General administrator:
  • Update dashboards created by others
  • Cannot delete dashboards they do not own

Only the owner of a dashboard can delete it.

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License-specific dashboard features

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Tips

• Use favorites to quickly access your most-used dashboards.