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Overview

Use Rollup Dashboards to monitor business metrics in real-time across all your tenants.


Who uses this feature

  • Administrators, Owners, General Managers

  • Applies to all business types.

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • Permission is required to use this feature. Please contact the account administrator on your team.

Things to know

  • By default, the Modular Dashboard shows metrics for all networks on the current day for all your business units (BUs) regardless of trade or division. You can filter the dashboard for specific dates, BUs, and networks.

  • There may be slight differences between the data displayed in Rollup Dashboards compared to the data in a single tenant dashboard due to the time zone differences between Enterprise Hub and the single tenant. Data displayed in Rollup Dashboards are set to the Enterprise Hub user's time zone.        

    • For example, the Enterprise Hub user is located in Eastern Standard Time (EST) but the tenant is located in Central Standard Time (CST). The data displayed in Rollup Dashboards are shown in EST.

Setup

Rollup Dashboards permissions

The following permissions can be set for Rollup Dashboards:

  • View Rollup Dashboards: Allows users to access the Rollup Dashboards module

  • Edit Rollup Dashboards: Allows users to edit dashboards

  • See Rollup Dashboard Settings: Allows users to access the Rollup Dashboard settings page

  • Export Rollup Dashboards: Allows users to export modular dashboard technician scorecards drilldown

    Note: Export functionality will be included in a future release and is not available during the beta.

  • View and Share All dashboards: Allows users to view and share all dashboards created in the network they have access to

To see how to set permissions, see Rollup Dashboard permissions.

Rollup Dashboard settings

After you set up permissions to use Rollup Dashboards, customize your dashboard setup.

Key workflows

Dashboard modules and scorecards

Create custom dashboards

Manage dashboards