Home > SI 2017 Documentation > User Guide > Projects > Dashboards

Dashboards

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The Dashboards interface allows you to view data across multiple Projects. You can access this interface via Start->Projects->Manage Dashboards:

 

 

This opens the Dashboard Explorer:

 

 

On the left side there is a list of the stock Dashboards in SI 2017, organized by three Categories: Sales Insights, Business Insights, and Product and Labor Insights.

 

 

You can edit these Categories or create your own via the [Categories] button:

 

 

Each of the Dashboards can be expanded to display their Definitions (how they will group):

 

 

Note: "Sales Rep" refers to the "Assigned To" field for a Project and "By Stage" refers to the Project Progress field.

 

You can double-click a Definition to generate a Dashboard or you can select and click the [Run] button:

 

 

On the right side of the interface there are filters that you can apply:

 

 

Project Progresses and the Statuses assigned to them dictate which Projects are used for the data for any given Dashboard.

 

When you run a Dashboard, you can then change the way the data is displayed via the buttons along the top of the interface. You can change the chart type to your preference: Column, Bar, Pie, or Table.

 

 

You can change whether to display the date from Top or Bottom and decide how many records to display:

 

 

 

You can change the label angle:

 

 

You can export the charts as a .png file or the Table can be exported to Excel or PDF:

 

 

Click here to learn how create your own Dashboards.

Last modified
10:50, 17 May 2017

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