Dashboard Best Practices

The Homepage For Your App

Each role in each app can have a dashboard assigned as a homepage, so that people will see only what they need to see when they log in.  A role can still have multiple dashboards available but one is simply set as the home page to kick off the TrackVia experience. For example, below we have a dashboard for an employee working in production, allowing them to view the highlights they have designated as important.

Dashboards are great for entering data through a custom form, reviewing the new and existing data in a gridview, and seeing charts update in real time as data is entered, as shown below.

Dashboards display data from multiple linked tables on a single screen to see end results across related records as information is added. When accessing a dashboard, the top views will load so you can immediately gain access to your data. For larger dashboards, additional views will load as you scroll down the screen.

Quickly create an easy-to-use workflow process by creating and assigning multiple dashboards to users through their roles. This allows you to organize forms and reports into separate pages for users to tab through and complete their daily processes. With individual dashboards for roles, your application can deliver exactly what your team needs to stay productive. 

Blog Articles and Tips & Tricks
Dashboard Best Practices

Next up:
How to Create a Dashboard

Feedback and Knowledge Base