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I. Definition of Data Dashboards

Data Dashboards serve as a centralized decision-making hub for enterprise management, leveraging the capabilities of BI Reports and Charts to aggregate key operational metrics and visually monitor business performance. They provide real-time, visually appealing, and customizable data presentations. Pre-configured with commonly used statistical charts and detailed indicator data, users can connect to large displays to reflect operational status in real-time both internally and externally, delivering robust data support for business decisions and elevating corporate management to new heights.

II. Advantages of Data Dashboards

• Visually Stunning: Eye-catching color schemes ensure a comfortable viewing experience.
• High Capacity: Supports up to 15 modules displayed simultaneously on a single screen, offering exceptional information-carrying capacity to showcase data at its best.
• Greater Flexibility: Custom Reports and Charts can be freely added with drag-and-drop layouts for rapid visualization.

III. Types of Data Dashboards

Data Dashboards are categorized into Personal and Enterprise types. The Enterprise type addresses scenarios where employees lack data permissions but need to gain insights via large displays. Users can select the dashboard type when creating and saving a new dashboard.

3.1 Personal Dashboards

• Definition: Dashboards created by regular employees or administrators (CRM Admins, Report Admins) and saved as “Personal” type.
• Functional Permissions: All Roles can create, view, share, edit, or save as. Shared Personal Dashboards can be saved as copies by recipients.
• Data Permissions: Follow the viewer’s data permissions. If User A shares with User B, User B views data based on their own permissions. Supports drill-down, detail views, global filters, and chart-specific filtering.

3.2 Enterprise Dashboards

• Definition: Dashboards created exclusively by administrators (CRM Admins, Report Admins) and saved as “Enterprise” type.
• Functional Permissions: Only administrators (CRM/Report Admins) can create, edit, or authorize access. Other Roles require administrator authorization to view (no editing rights).
• Data Permissions: Follow the authorizer’s data permissions. If an admin shares with User B, User B views data based on the admin’s permissions (global filters may restrict data scope). Does not support drill-down, detail views, or chart-specific filtering (global filters apply only if the admin has not locked conditions).