Dashboard

Dashboard

1.1 Use Cases

Dashboards provide an overview of overall performance, primarily used in conjunction with targets. For example, they can display company-wide goal completion rates.

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1.2 Chart Configuration

1.2.1 Axis Data

• Dimensions: 0 dimensions
• Metrics: 1 metric

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1.2.2 Styling (Web)

1.2.2.1 Basic Information

• Chart Name: Defaults to the analysis Subject name during creation. Can be customized based on chart configuration.

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• Notes:
  • Note Content: Add contextual notes to help viewers better understand the chart’s purpose.
  • Note Display Styles:
    • Collapsed: Appears as an icon next to the chart title (detailed/card view). Hover to reveal note content.
    • Expanded: Displays note text directly next to the title.
    • Hidden: Notes are not shown in any view.

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Adding note content

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Collapsed note display

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Expanded note display

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Hidden note display

• Dashboard Name: Defaults to “Completion Rate” (editable).

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• Metric Names:
  • Defaults to metric names (customizable).
  • Reorder metrics via drag-and-drop.

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Editing metric names

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Reordering metrics

1.2.2.2 Chart Display

• Display Type: Default is “Standard”; can switch to “Fan” or “Donut”.

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Standard display

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Fan display

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Donut display

1.2.2.3 Display Settings

• Show Metrics: Default is “Show”; can toggle to “Hide”.

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• Completion Rate Display:
  • Default: Percentage (can switch to numeric or hidden).

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• Data Table:
  • Default: Hidden. Can display at top, bottom, left, or right.
  • “Hide in Card View”: Enabled by default when data table is shown.

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1.2.2.4 Colors & Fonts

• Color Schemes:
  • New Schemes: Supports customization of preset palettes.
  • Classic Schemes: No customization.
  • Advanced: Segment-based coloring (supports 5 segments). Default shows numeric values; can switch to percentages.

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Custom color example

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Advanced settings

1.2.3 Functional Configuration

1.2.3.1 Advanced Settings

• Max/Min Values:
  • Default: Numeric input (max: 100, min: 0).
  • Alternate: Compare against selected metrics from the current Subject.

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Numeric input

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Metric comparison

1.2.4 Styling (Mobile)

1.2.4.1 Inherit Web Layout

• Mirrors Web settings (non-customizable).

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1.2.4.2 Independent Layout

• Defaults to Web configurations but allows mobile-specific adjustments.
• Fewer options than Web; non-configurable settings inherit from Web.

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