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Dashboard: Get a quick view of the key performance indicators


The dashboard provides an at-a-glance view of key performance indicators relevant to the business process.

Each Dashboard consists of one or more than one Dashboard Chart each of which is configured with a data source known as Dashboard Chart Source.

To access Dashboard, go to,

Home > Customization > Dashboards > Dashboard

1. How to Create a New Dashboard

Go to Dashboards List and click on New.
Enter the Module Name for which you would want to see the Dashboard.
Enter the Dashboard Charts that you would want to be parameterized for this Dashboard.
Click Save.

When you click on Show Dashboard, you will be able to see the Dashboard giving the graphic representation of your transactions.

2. Adding Charts to Dashboard

Add charts to this dashboard by either selecting existing Dashboard Chart or creating new ones.

Save changes and click on the Show Dashboard button to see the dashboard.

3. Creating a New Dashboard Chart

To create a new Dashboard Chart, go to

Home > Customizations > Dashboards > Dashboard Chart > New

Provide a name for the chart, this will show up in the dashboard as the chart label, and select a Dashboard Chart Source as the data source for this chart.

Note: New Dashboard Chart Source can only be created by the Administrator User in Developer Mode.

After setting the Chart Source field, the filters table will be shown

Click the table to edit filters.

A modal will be shown to set filters. Click Set to set filters.

After setting the Chart Source field, the Filters table will be updated with selected filter values.

4. Using Dashboards

Every chart will be shown according to the fields set in the corresponding Dashboard Chart. The result from the dashboard chart source is cached to avoid redundant queries. Since the chart data can be stale, each chart will also show the last synced time.

The filters used to generate the chart data can also be changed by clicking Set Filters. The chart will be refreshed automatically according to the recently set filters.

To get the most recent data each chart has to be refreshed forcefully by clicking the Force Refresh button from the dropdown menu.

Updated on: 27/03/2023

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