Dashboard
The Dashboard feature in SuperOffice CRM gives you quick access to the charts, reports and statistics that are most important to you. You can choose from a wide range of pre-defined tiles, and also add tiles from dynamic selections or create your own.
Dashboards are displayed as tabs at the top of the screen. Pinned dashboards and dashboards set as favorite are displayed here, in addition to the most recently used dashboard. To view other dashboards that you have access to, search in the navigator.
Note
Some of the functions described here, require specific functional rights or licences.
Terminology
Dashboard: A dashboard is a way of displaying various types of visual data in one place. Usually, a dashboard is intended to convey different, but related information in an easy-to-digest form.
Report: a list or selection shown in a tile
Tiles: Adjustable squares that can visualize different data in your dashboard.
- Charts type: A chart is a graphical representation for data visualization (sometimes known as graphs).
- List: A list showing a defined selection.
- Big numbers: Lets you emphasize an important aggregate metric or KPI (key performance indicator).
- Web panel: Display an url/web page inside a tile.
- HTML code: Display HTML code inside a tile.
Dataset: Selection of data showing in the tile, like a dynamic selection with search criteria.
Layout: Change the settings to adjust how the data is displayed in a tile.
Dashboard tab: Each tab contains a dashboard displaying different tiles with different data that can provide insight and serve as a decision-making guide.
Tiles
In SuperOffice Dashboard you have many of pre-defined standard tiles to choose from, and charts that are linked to dynamic selections. The tiles fall into eight different categories: Company, Contact, Follow-up, Sale, Project, Document, Product, and Request.
Each tile in a dashboard contains either a chart, a list, or a number. A dashboard can contain multiple tiles.
The tiles can also be customized to show only data from selections. Access rights and confidentiality apply to the tile data, so tiles will display only information you have access to. Tile data typically relates to you, or your groups, and to a specific period (such as this month, last 6 month)
Chart types
| Icon | Type | Description |
|---|---|---|
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Pie chart | A circular-shaped graph. |
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Big number | A number in big letters with options to compare to value or period. |
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List | A list overview with max 100 items. |
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Column chart | A column chart plots the variable value vertically. |
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Bar chart | A bar chart plots the variable value horizontally. |
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Line chart | A series of data points with a continuous line. |
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Area chart | A graph that combines a line chart and a bar chart. |
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Gauge chart | Also known as dial charts or speedometer charts, use needles to show information as a reading on a dial. |
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Column + line (2 axes) | A dual axis chart that combines a column and line chart. |
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Bar + line (2 axes) | A dual axis chart that combines a bar and line chart. |
Customize your dashboard
You can pick from many pre-defined tiles to visualize and evaluate your work, with a snapshot of activity levels, customer segments, product statistics, project details, and sales. By customizing your dashboard tiles, you get to show the graphs and overviews that are most valuable for you personally.
Create your own graph for the dashboard
If you cannot find the right tile for you, you can create your own tiles based on your selections. You can visualize all dynamic selections in graphs to give you the information you need in a quick and easy-to-understand way. You can also create your own tiles from start with wanted criteria and the layout that show your data correctly.
Create additional tabs
By default, only one dashboard tab, called Status, is set up. It contains different tiles with pre-defined charts. You can edit this tab and/or add extra dashboard tabs, where you can present all the tiles and charts of your choice.
Note
Access rights and confidentiality apply to the tile data, so tiles will only display information you have access to.
Edit or create your own tiles
If you do not find the tile you need among the set of pre-defined tiles in SuperOffice Dashboard, you can always create your own tile.
Options in the Dashboard screen
| Icon | Description |
|---|---|
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The dashboard is pinned by an administrator and is likely distributed to multiple users. |
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Click the star in the top-right corner to set a dashboard as favorite. |
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Click the Refresh button to update the data in all tiles. |
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Click the Task button to access various functions. |
Functions on the Task button: