Dashboards – Overview
Dashboards bring together the most important information and actions on a single page. Each dashboard consists of freely arrangeable widgets that display data, start processes, track time, or show key figures.
By combining different widget types, dashboards can be tailored precisely to the needs of a team or role.
Widget Types
The following widget types are available:
| Widget | Purpose |
|---|---|
| KPI | Display a single key figure as a value, gauge, or traffic light. |
| Table | Show data objects of a schema as a searchable table. |
| Chart | Visualize data as a line, bar, or pie chart. |
| Kanban | Display data objects as a Kanban board grouped by a status field. |
| Data List | Navigate the folder structure of a data schema with search. |
| Start Process | Start a specific BPMN process directly from the dashboard. |
| Process Instances | List the running, completed, or failed instances of a process. |
| Create Data Object | Create a new data object with a single click. |
| Time Tracking | Track working time per project with start/stop per reference object. |
| Stopwatch | Simple time measurement without project reference. |
| Text | Display static text or dynamic content with live data from SQL queries. |
Creating a Dashboard
New dashboards are created via the Dashboard Designer. When creating, the following are specified:
- Name: A descriptive title for the dashboard.
- Widgets: Individual widgets are added and configured.
- Layout: Widgets can be arranged freely on a grid – by dragging and resizing.
Managing Dashboards
- Edit: Clicking the edit icon opens the designer, where widgets can be added, removed, or rearranged.
- Duplicate: An existing dashboard can be duplicated and then customized.
- Delete: Dashboards that are no longer needed can be removed.
- Versioning: Changes to dashboards can be versioned and rolled back if needed.
Dashboard Assignment
Dashboards can be assigned to specific user groups. This ensures that each team sees exactly the information relevant to them.
Real-Time Updates
Many widgets update automatically when underlying data changes – for example, when a new data object is created or a process instance finishes. This ensures that the dashboard always shows the current state without requiring a manual refresh.
Example
A warehouse team has a dashboard with a KPI widget showing the number of open goods receipts, a Kanban board with orders sorted by status, and a chart visualizing the monthly receipt volume.
Tips
- Start small: Begin with 2–3 widgets and expand the dashboard step by step.
- One dashboard per role: Different teams benefit from dashboards tailored to their needs.
- Combine widget types: A KPI paired with a chart and a table creates a comprehensive overview.