Create and edit visualization modules for custom dashboardsLast updated on 03/22/2022
Use visualization modules to show a graphical representation of key performance indicators (KPIs) on custom dashboards. You can create multiple styles of charts to get a high-level view of your business performance at a glance.
Things to know
To create or edit a dashboard module, make sure you have the correct dashboard permissions enabled. Contact your account administrator for help.
Hover over a visualization element to view additional KPI details.
Custom dashboards support multiple visualization types, giving you flexibility in how you display your business metrics. Types include:
Donut with legend and totals—A pie chart that breaks down a KPI by another KPI with the total of the second KPI in the center. For example, a chart that shows the sum of sold estimates and the percentage of the total credited to each Sold by technician.
Simple bar chart—A bar chart that breaks down a KPI by another KPI. For example, a module that shows the sum of sold estimate subtotals for each Sold by technician.
Multiple bar chart—A bar chart that breaks down multiple KPIs by one dimension. For example, a module that shows the averages of sold estimate subtotals, revenue, and costs for each Sold by technician.
Horizontal Bars—The same as a simple bar chart except the bars are horizontal instead of vertical.
Create a visualization module
While creating or editing a custom dashboard, click Add Module.Add Module opens.
Under Module Type, click the dropdown and select Visualization.
Select the type of visualization you want to use.
An interactive example of the visualization opens.
Click Next. Visualization Module Settings opens.
Edit the module settings as needed:
Enter a name for your module in the Module Name field.
Select Hide module title row to hide the module name and filters from view on the dashboard.
Click the Select Template dropdown and select the report template you want to use.
Click the Select KPI dropdown and select the KPI you want to focus your report on. For example, to measure business unit (BU) job performance, select the BU name.
From the next Select KPI dropdown, select the KPI you want to measure. For example, if you select the BU name in the first dropdown, when you select Completed Revenue in the second dropdown, the visualization shows completed revenue by BU.
From the Aggregation Method dropdown, select how you want to calculate the KPI in the visualization:
Count—Total number of entries
CountDistinct—Total number of unique entries
Sum—Sum of values
Average—Sum of values divided by the number of entries
Minimum—Smallest numerical value
Maximum—Largest numerical value
Note: Available options depend on the KPI. For example, Sum and Average are not available for date-based KPIs.
When you’re finished, click Add. Or, if you’re building a multiple bar chart and you want to add additional KPIs, click Add New and repeat steps 8 and 9.
Edit a visualization module
Go to the navigation bar and click Dashboard.
Click the Modular Dashboard dropdown and select the dashboard with the module you want to edit.
The dashboard opens.
Click Edit Dashboard.
Edit the visualization module as needed:
To edit the module name and KPIs, clickSettings in the module header.
To edit the default report filters, click Filter .Note: Some date range and business unit filters are set by the dashboard’s custom filters and cannot be edited unless you exclude them from the custom filter.Tip: For details on how filters are applied to a report template, see the corresponding report template guide.
To delete the module, click Delete .
When you’re finished editing the module, click Save.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.