Dashboard Functionalities

In the Dashboard’s main page, the following functionalities can be accessed:

  • Calendar – this pop-up calendar field allows the users to display the data of the dashboard for the selected month. 


  • Add Item – allows the user to add a dashboard item that displays the data in a Tile, as a Data Table, or in a Graph.

  • Edit Section – this is where the user outlines a group of KPIs into sections with the description, update the existing sections and/ or its description, or add a new set of KPIs in the dashboard. 

  • Data Source – this is where the user sets up or accesses the needed data of the Portfolio.

  • Download PDF – downloads a dashboard report in PDF format.

  • Delete- deletes the current selected dashboard.