Dashboards & Reporting
Live KPIs at a glance with color-coded achievement status.
Track your goals with customizable dashboards. Filter by date, period, and scenario. Click any KPI to drill down to the metric detail and see how it's calculated.
Dashboard Views
- Account Dashboard: Overview of all your key KPIs
- Category Dashboard: KPIs specific to each category
- Color-coded achievement status (green/yellow/red)
- Updates dynamically based on selected scenario
Filtering & Controls
- Switch scenarios via dropdown (Best/Base/Worst)
- Select date and period (Month/YTD) from top menu
- All KPIs update instantly when filters change
- Compare performance across different time frames
Customization
- Add KPIs and metrics to your dashboard
- Remove elements you don't need to track
- Drag and drop to reorder elements
- Organize with most critical metrics at the top
Drill-Down & Detail
- Click any dashboard card to see metric details
- View formula structure and calculation path
- Trace KPIs back to source metrics
- See historical performance and trends
Achievement Tracking
- Green: On track (90%+ of target)
- Yellow: At risk (80-90% of target)
- Red: Off track (below 80% of target)
- Thresholds are configurable per metric
User Access
- Admin users can manage all dashboards
- Standard users can view and customize their view
- Account-level access control
- Shared visibility across team members
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