Dashboard
Overview
The Dashboard module allows you to display, customize, and manage dynamic dashboards within the Neos platform. It provides a synthetic and interactive view of important data for monitoring your activity.
What is the Dashboard for?
The Dashboard centralizes key information (indicators, charts, lists, alerts, etc.) to help you manage your activity in real time. It facilitates decision-making through clear and customizable visualization.
Main features
- Widget display: View charts, lists, counters, and other interactive components.
- Customization: Adapt the layout, type, and content of widgets to your needs.
- Filtering: Apply filters to target the displayed data.
- View saving: Save your dashboard configurations for quick access.
- Real-time refresh: Data updates automatically or on demand.
Use cases
- Performance indicators (KPI) tracking
- Project progress visualization
- Monitoring of alerts or important events
- Quick analysis of business data
Usage example
- Access the Dashboard module from the main menu.
- Add a widget (e.g., chart, list, counter) by clicking "Add a widget".
- Select the data source and configure the display according to your preferences.
- Organize widgets by drag-and-drop to create your personalized view.
- Save your dashboard to easily find it during your next sessions.
Tips
- Use filters to display only relevant information.
- Customize colors and chart types for better readability.
- Share your dashboards with other users if the feature is enabled.
Adding module NeosDashboard to your cluster
To be able to use the Dashboard, you need to add module NeosDashboard to the referenced modules of your cluster.
See this article.
Adding permissions to access the Dashboard
Once the module has been added to your cluster, you need to give permission to users to access it; otherwise users will not see the dashboard.
This is done by enabling function Dashboard on your user roles.
See this article for more information about user permissions.