Dashboards and overviews

02What the module does

• Everyone starts with their own overviewEvery user has a home screen built from tabs and widgets—compact overview panels. As soon as they open the system, they see the exact data they work with.
• Anyone can adjust their own layoutDrag, drop and resize widgets right on the screen without a developer. Users tailor their own overview without waiting on anyone.
• An overview tailored to every roleThe catalog offers 89 widget types. You can assemble each home screen around what a given role in your company actually tracks.
• Numbers, lists and boards in one placeCore widgets cover counters, lists, kanban boards, notes, streams, activities, reports, charts and calendars. Combine metrics, tasks and deadlines on a single screen.
• External pages right on the dashboardEmbed an external web page inside a widget. Colleagues have it right on their home screen without opening a separate tab.
• Ready-made dashboards for every roleAdministrators assign dashboard templates to roles, and users receive their own copy the first time they sign in. Their changes do not affect the template, and template edits do not overwrite their dashboard.
• A shared starting point for the whole companyA shared default dashboard applies across the company. Anyone without a personal layout or a role template gets it automatically, so nobody starts with a blank screen.
• Share a great layout with the teamAn administrator can save any user's well-designed dashboard as a template. You can then roll out a proven layout to other colleagues without rebuilding it.
• Portable dashboardsExport and import dashboards as needed. Save a finished layout outside the system and upload it later without arranging widgets from scratch.
• Dedicated overviews for every departmentModules include built-in overviews for sales, accounting, marketing and projects. Each department starts with a view designed for its daily work.
• Key reports always in sightPlace any saved report on the dashboard as a widget, or use a summary chart widget to display aggregations over a selected record type. You do not have to re-run reports every time you need key figures.
• A terminal instead of a dashboardRoles that do not need a dashboard get an alternative home screen, such as an attendance terminal. People start right where their work happens.
• Your edits never affect othersEach user edits only their own widgets, and personal layouts are saved strictly per user. Nobody else's screen changes when you rearrange yours.
• All 13 capabilities in a single module

05Frequently asked questions