Dashboards
Put reports, KPI cards, text and pictures on one page, add filters for the viewer, play it as a slideshow and pin it to your other apps.
A dashboard puts several reports on one page. Choose New dashboard in a workspace.
Add widgets
- Report - any chart, table, pivot or summary from the workspace.
- KPI card - one big number, with the change from the period before and a target if you want.
- Text - a heading or a note.
- Picture - your logo or a diagram.
Drag a widget to move it, and drag its corner to resize it. On a phone the widgets stack one under another.
Filters for the viewer
Add filters at the top of the dashboard, such as a date range, a region or a salesperson. Every widget with a column of the same name follows the filter. You can also choose exactly which column of each table a filter uses. The person looking can change the filters without changing the dashboard.
Slideshow
Choose Slideshow to show the widgets one at a time, full screen, moving on every few seconds. Good for a screen in the shop or a meeting room.
Ready-made dashboards
Each Ellibo app you use has a ready-made dashboard, such as Sales overview for Accounting or Pipeline for CRM. Open Home and choose one: it is added to a workspace with its reports, and you can change it.
On your other apps' Home
An Admin or Manager can pin a dashboard to the Home of another Ellibo app, such as Accounting or POS. People who open that app's Home see its first figures there, with a link to the full dashboard. Only people who can see the dashboard in Analytics see it there.
Speed
Figures are kept for a few minutes so dashboards open quickly. Choose Refresh to get the latest at once.