Dashboards help you track and monitor your goals and their status. They are dynamic and user-maintained, allowing you to customize them to your needs.
Each dashboard displays KPIs or metrics with their status based on selected variables like Date, Period, and Scenario from the Top Menu. Clicking a dashboard element opens its detailed metric window.
Types of Dashboards #
1. Account Dashboard #
○ This is your default dashboard when you log in.
○ Accessible anytime by clicking the Markviss logo in the top-left menu.
○ Includes KPIs and metrics from all categories, giving a quick overview of your key priorities.
2. Category Dashboard #
○ Displays KPIs or metrics specific to the selected category.
○ Appears when you choose a category from the left-hand menu.
○ Focuses on KPIs relevant to the category’s purpose.
3. User Dashboard (Enterprise Only) #
○ Allows users to customize admin-created dashboards to fit their preferences.
○ Users can reorder, add, or remove KPIs from account or category dashboards.
○ Once customized, admin updates to standard dashboards won’t affect user-created versions.
Dashboard Functions #
1. Add Dashboard Elements #
○ Click the Add button at the top of the dashboard to access the KPI/metric list.
○ Use filters or sorting to find the desired KPI, then click the + to add it to the active dashboard.
2. Remove Dashboard Elements #
○ Remove elements by clicking the X in the top-right corner of the dashboard element.
○ Alternatively, click the X in the metric list to remove assigned KPIs.
○ Note: This action only removes the KPI from the dashboard; it does not delete it entirely.
3. Reorder Dashboard Elements #
○ Rearrange elements by dragging and dropping them into your desired order.
