How to create a new dashboard

Use metric dashboards to track your metrics (KPIs) for different parts of your organization (e.g. sites), for partners (suppliers or customers) or for projects.

Create the dashboard

1. Open the module. Click the Metric Dashboards module.

   

2. Create a new dashboard. Click the Create New icon.

   

3. Fill in the main information. Complete the main information, such as Title, Responsible, etc.

   

4. Define the basic settings. Define the default information on the Basic Settings tab, such as the interval, the default view, etc.

   

5. Save the basic data. When the basic data is filled in, click the Save button.

Add org. units, metrics and responsible people

1. Add org. units and metrics. On the Dashboard Setup tab, choose your organization units and metrics by clicking the Add icons.

   

2. Add the responsible people. To add a Responsible person, click your org. unit (if they are responsible for the whole site), or click into the org. unit/metric cell (if they are responsible for a specific metric only). The responsible person’s initials are displayed next to it.

   

   

Set access and location

1. Choose the access type. Go to the Access & Location tab and select the Access Type: share your dashboard with everyone who has sufficient access, or only with invited people. If you choose Only for invited, select the invitees from the menu (they must be set up as active or passive users in the system). Passive users can only receive notifications, if any are set up.

   Protect Settings: if you tick this box, only the responsible person and the selected document administrators can change the settings of this dashboard.

   

2. Set the document location. In Document Location, select where the new dashboard should be saved and displayed.

   

3. Share with external partners. You can share your document with External Partners: select the existing partners from the menu. If you need to create a new partner in the system, follow this link.

   

Connect documents and set up notifications

1. Set up related documents. Set up Related Documents on their tab. You then find these documents and their live links under the Related Documents button in the upper right corner above your document. You can also set up related documents directly from there.

   

   

2. Set up subscriptions. Set up Subscriptions to receive notification emails.

   

3. Set up notifications. Set up email Notifications to receive reminders.

   

   

Review and use the dashboard

1. Check the history. Check the History log, where you can see the document history or the data history.

   

   

   

2. Use the additional features. View your dashboard and use the additional features: subscribe to your document or add it to Favorites, Save as picture, or export your dashboard to XLS or PDF in different ways. You can also start a presentation of your dashboard.

   

   The view options let you see the dashboard as Data, Spreadsheet or Charts, and the Side Panel shows the Attachments, Actions and Comments used in the dashboard.

   

• Video guide: Metric dashboards