IN THIS SECTION


Overview

The Dashboard shows key metrics for your companies in simple-to-view chart widgets. You can create multiple Dashboards, each one is personal to you. On each dashboard you can add, configure and re-arrange widgets so that they information you need is presented in the way you require.


On each widget you can choose from a set of metrics and choose which companies to display metrics for and for which period and also compare against previous periods and budgets.


To view the Dashboard just click on the Dashboard item in the left-hand menu.


Managing Dashboards

When you first visit the Dashboard page you will be presented with a single default Dashboard.


To add a new dashboard


Click on the name of the Dashboard at the top left and click the Add Dashboard button. You will be asked to enter a name for your dashboard. Enter a name and click Create and the new dashboard will be created containing the default widgets. From there you can add, remove, configure and rearrange widgets as required.


To clone a dashboard


Click on the name of the Dashboard at the top left to display the list of dashboards. Click on the Clone icon next to the dashboard you wish to clone. A copy of the dashboard will be made. From there you can add, remove, configure and rearrange widgets as required.


To edit the name of a dashboard


Click on the Edit icon at the top right of the dashboard to edit the name of the dashboard. Alternatively click on the name of the Dashboard at the top left to display the list of dashboards then click on the edit icon next to the dashboard you wish to rename.


To change the elimination settings


To change the settings used to control how Eliminations are treated on a dashboard, click on the Edit icon at the top right of the dashboard.


You can set the Eliminations settings here as described in this section. Click on Apply Settings to save the settings. The elimination settings will be applied to all the widgets on the dashboard.



Reset the dashboard to default


You can reset a dashboard so that it contains the default widgets.


Click on the name of the Dashboard at the top left to display the list of dashboards. Click on the Reset icon next to the dashboard you wish to reset.


NOTE: When you reset a dashboard the default widgets will be configured to include all companies you have connected in Joiin.


To delete a dashboard


Click on the name of the Dashboard at the top left to display the list of dashboards. Click on the Delete icon next to the dashboard you wish to delete.


Sharing dashboards

You can share your dashboard with other team members. Click on the Share button to do this. When you click on the button you can choose to share with everyone (all users) or with individual team members. You can also choose to allow users to Edit the dashboard or to View only.



Re-arranging Widgets


You can change the position and size of each widget. To reposition a widget simply drag and drop it to where you want it. To resize a widget grab the bottom right corner with your mouse and resize it. Other widgets will move automatically as you reposition and resize a widget.




The Chart Widgets

Each widget on the Dashboard shows a particular metric in a chart. You can select from the following types of chart:


Single Number display






Displays a single value for the whole period for each selected KPI. Includes a comparison percentage if you have chosen to include a compare option.









Displays data for each month of the selected period in a line chart. A second line will be shown if you have selected a second KPI or a compare option.










Displays data for each month of the selected period in a bar chart. A second bar will be shown if you have selected a second KPI or a compare option.








Displays data for whole period and the compare period/budget in a pie chart. Only available if you have selected a second KPI or a compare option.







Chart Details


Each chart shows a variety of information. By hovering over the chart you can reveal more information. This section explains more, using the line chart as an example.



  • The period range is shown along the x-axes.
  • Each point represents data for a single month.
  • Click on the "i" icon next to the metric name to get a further explanation of what the metric means.
  • The blue figure at the top left is the total value over the whole period.
  • The smaller grey figure at the top right is the total value over the whole of the comparison period.
  • The red or green percentage figure is how much the total value has changed between the two overall figures.


You can move your mouse over the graph to highlight individual points as below.



When you highlight a point: 


  • The month selected is shown in blue at the top left
  • The comparison month is shown in grey at the top right
  • The blue figure at the top left changes to show the value for that particular month
  • The grey figure at the top right changes to show the value for the comparison month
  • The red or green percentage changes to show the percentage change between the two values



Editing Widgets

You can change what a widget shows by clicking on the configure icon at the top right of the widget frame.


This brings up the widget configuration where you can configure how your widget behaves.


Companies and Groups


To choose which companies or groups you want to show data for, click on the Companies link at the top and select the companies you wish to view. You can see which companies you have currently selected by hovering over the companies link.


TIP: If you're regularly adding and removing companies from Joiin or if you have common sets of companies you report on it can be useful to configure your Dashboard using Groups. By adding all the companies you want to see on your dashboard to a Group your dashboard will always reflect the companies you wish. Read more about Groups here.



Currency


To choose a different currency click on the Currency link and choose the desired currency.




Period


You can select the period you wish to see the data for. You can choose from a pre-set period as below:



Selecting a pre-set period means the data displayed will change as time moves on. You do not need to change the configuration, the current date will always be reflected in the data displayed.


Alternatively you can set Custom months you wish for the start and end dates:



If you set start and end dates like this, the dates will be fixed to those dates and won't change as time moves on.



Widget Name

You can set the name that appears as the heading of the widget here.


Select KPI Source

You can select the source of the KPIs you wish to display in this widget. This can either be one of the Built-In KPI's or one of your Custom Reports. You can use the rich features of Custom Reports to build a Custom Report which contains metrics that matter to you. You can then surface those metrics through a dashboard.


Select KPI

You can select which KPI(s) the widget displays data for. If you've selected Built-In KPI as the source, this list is the same as the list of KPIs that are available on the standard KPI report. 


NOTE: If you don't see a KPI you need, let us know and we may be able to add it. We will soon be providing a means to add your own customised KPI's to the dashboard.


If you've selected a Custom Report the list will contain the visible groups and formulas from your Custom Report.



Compare to

Here you can select whether the widget includes comparison data. Choosing comparison data means additional chart series or other info is displayed. You can choose from the following:

  • None - no comparison is shown
  • Budget - actual data is compared to budget data
  • Previous Period - current data is compared to data from a previous period - if you select this option you can further choose which period to compare to - see below

Compare Period

If you selected to compare to a previous period, you can also choose which period to compare to. Options are as below.



Available Widgets

Here you can choose which chart to display the data on. The available charts will depend on the options you have selected above. The different types are explained above.



Copy Widgets


You can copy an existing widget and create a new widget by clicking on the Copy icon at the top right of any widget. The new widget will be created after the last widget on the dashboard and can then be moved to the desired position.