Dashboards in RevBi – BoostUp.ai

1. Introduction

Dashboards in RevBI act as visual interfaces that organize and present data. They consist of multiple widgets, each representing specific sets of data, and allow users to get an overview of various data metrics and insights at a glance.

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2. What are Dashboards?

In the context of RevBI, a dashboard is a container that holds multiple widgets, enabling users to personalize and visualize different sets of data in one place.

3. Creating a New Dashboard

Steps to Create a Dashboard:

Navigate to the Dashboard Tab: Located at the top-left of the interface.

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Add a New Dashboard: Click on the option to create a new dashboard.
Name the Dashboard: Provide a descriptive name, e.g., "CR Dashboard."

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Add Widgets: Widgets can be added by clicking on the center of the dashboard or the top-right corner. Upon clicking, a list of available widgets will appear.

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Select and Add Widgets: Browse through the available widgets or create new ones, then add them to the dashboard.

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To see how to add a widget to a dashboard; reference the below video:

4. Customizing Your Dashboard

Rearrange Widgets: RevBI offers a flexible dashboard where widgets can be rearranged to better suit your visual preference.
Resize Widgets: Adjust the widget size to prioritize data or to maximize screen space.
Delete Widgets: If certain data becomes irrelevant or redundant, widgets can be easily removed from the dashboard.
Auto-Save: Any change made to the dashboard, such as adding or deleting widgets, is auto-saved, ensuring no data is lost.

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5. Accessing Dashboards

Once a dashboard is created, it is listed on the left side of the interface. Users can simply click on the desired dashboard to view its data.

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6. Publishing Dashboards in RevBI

1. Making Dashboards Visible

To share insights with other users or customers, you may need to add a dashboard to the main navigation page.

Steps to Add a Dashboard to Main Navigation:

Access User Profile: Navigate to the user profile section.

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Locate "+ Dashboards" Option: Within main navigation pages, you'll find a “+ dashboards” option.

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Select a Dashboard: Click on "+ dashboards" and browse through the list of available/created dashboards.

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2. Enable the Dashboard: By default, dashboards will be disabled. Activate the dashboard by toggling the “enable” option. Screen Shot 2023-10-13 at 4.31.48 PM.png

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3. Save: Ensure you save your changes to update the dashboard settings. Screen Shot 2023-10-13 at 4.32.42 PM.png

Result: After saving, customers can now view the dashboard on the main navigation page.

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Steps to Remove a Dashboard from Main Navigation:

Access User Profile: Go to the user profile section.

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2. Identify the Dashboard: Each dashboard will have a remove icon adjacent to their names.

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3. Remove the Dashboard: Click on the remove icon.

4. Confirmation: Verify the action and save the changes.

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5. Check: Confirm that the dashboard has been removed from the main navigation page.

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2. Understanding the Read-Only View

Once dashboards are added to the main navigation pages, they will be presented in a "read-only" view to end-users. This ensures that data integrity is maintained, and only authorized personnel can make changes.

Features of the Read-Only View:

Limited Interactivity: Users won't be able to use drag and drop functionalities.
Restricted Widget Options: The options to expand, edit, clone, or remove widgets, indicated by three dots, will be hidden.
Static Dashboard Title: The title of the dashboard remains unchanged.
No Widget Addition: Users cannot add new widgets.
Functional Filters and Pivots: Even in read-only mode, users can utilize filters and pivots provided in the widgets.
Visualization Tools: Widgets in read-only mode still allow users to alternate between table, pie chart, or bar chart views for data representation.

This section provides a comprehensive guide to publishing dashboards in RevBI, ensuring seamless sharing of insights while maintaining data security and integrity.

6. Conclusion

Dashboards in RevBI offer a streamlined way to visualize, organize, and interpret data. By collating multiple widgets in a single interface, dashboards allow for a comprehensive understanding of business metrics, making data-driven decisions easier and more informed.