1. Definition of Dashboards

A Dashboard is a one-stop decision-support data center designed for enterprise management. Built on the capabilities of BI Reports and Statistic Charts, it aggregates key operational metrics and provides an intuitive view of business performance. Dashboards deliver visually appealing, customizable, real-time data displays. We provide common Chart types and comprehensive metric definitions out of the box. By connecting the Dashboard to a large screen, organizations can reflect operational status in real time—both internally and externally—giving decision-makers strong, data-driven support to elevate management decisions.

2. Benefits of Dashboards

• High visual appeal: Striking color schemes deliver a comfortable visual experience
• Large capacity: Supports up to 15 modules on the same large screen, enabling rich information density and impactful data presentation
• Greater flexibility: Add custom Reports and Charts freely, use drag-and-drop layout for rapid visual composition

3. Dashboard Types

Dashboards come in two types: Personal and Enterprise. The Enterprise type addresses scenarios where employees lack direct data permissions but still need to monitor data via large displays. When creating a Dashboard, you choose its type at save time.

3.1 Personal Dashboards

• Definition: Dashboards created by regular users or administrators (CRM Administrator, Reports Administrator) and saved as Personal
• Functional permissions: All Roles can create, view, share, edit, or Save As. Personal Dashboards shared by others to you can be Saved As your own
• Data permissions: Use the viewer’s personal data permissions. If user A shares a Dashboard with user B, B sees data governed by B’s permissions. Supports drilldown, view details, global filters, and chart-level filters

3.2 Enterprise Dashboards

• Definition: Dashboards created only by administrators (CRM Administrator, Reports Administrator) and saved as Enterprise
• Functional permissions: Only administrators (CRM Administrator / Reports Administrator) can create, edit, or grant access. Other Roles can view Enterprise Dashboards only after admin authorization (view-only; no edit)
• Data permissions: Use the authorizer’s data permissions. If an administrator shares a Dashboard with user B, B sees data according to the administrator’s permissions. (Global filters can be used to constrain the data scope.) Does not support drilldown, view details, or chart-level filters. Global filters are supported only if the administrator has not locked filter conditions.