Dashboards
Dynamic, interactive, shared dashboards allow your team to monitor performance and collaboratively analyze the latest data changes.
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Dynamic, interactive, shared dashboards allow your team to monitor performance and collaboratively analyze the latest data changes.
Last updated
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The Dashboards feature supports the Analytics and Financial Statements modules. It allows you to view customized, interactive visualizations that present key performance indicators (KPIs) and metrics in a clear and easy-to-understand format.
Typically, someone in your organization will share dashboards with you. If you have the required user permissions, you can analyze the data in a widget, and , and to receive scheduled updates.
In the Phocas menu, click Dashboards to view a list of dashboards, then click one to open it. After you open an item, it appears in the Recents list with other recently opened items.
On your homepage, dashboards are identified by the gauge icon. To filter the grid and see only a list of dashboards, click the All dropdown menu in the Type column header, click Select none, then select the Dashbord checkbox and click out of the filter. Then click a dashboard to open it.
Click the Next link below to learn how to use dashboards.
