Dashboard Module - User Guide

Overview

The Dashboard module provides a customizable business intelligence interface where users can create interactive dashboards with AI-powered widgets. Each dashboard can contain multiple widgets that display data visualizations, reports, and insights generated by the platform's agent-based reasoning engine.

Note: This module requires the dashboard module to be enabled for your company. Advanced features may require additional agents and data access.

Main Interface

Dashboard Page Layout

When you access the Dashboard module at /dashboard, you'll see:

Dashboard Header: Title dropdown with dashboard selection and management options
Widget Grid: Responsive grid layout containing your dashboard widgets
Add Widget Button: Create new widgets for your dashboard
Dashboard Controls: Options to create, edit, or delete dashboards

Dashboard Management

Multiple Dashboards:

Create multiple dashboards for different purposes (sales, operations, analytics)
Switch between dashboards using the title dropdown
Each dashboard maintains its own set of widgets and layout

Dashboard Operations:

Create New: Add new dashboards with custom titles
Edit Dashboard: Rename existing dashboards
Delete Dashboard: Remove dashboards (minimum one must remain)
Auto-Creation: System creates a default "Main Dashboard" if none exists

📊 Prompt Widgets

AI-Powered Analysis: Prompt widgets use natural language instructions to generate intelligent insights from your data.

How They Work:

You write a natural language prompt describing what you want to see
The AI analyzes your request and determines required data sources
The system generates appropriate visualizations, tables, or text responses
Results are cached for faster loading on subsequent views

Example Prompts:

"Show me a chart of sales trends for the last 6 months"
"Create a table of expired offers with customer names and dates"
"Generate a pie chart showing the distribution of project statuses"
"List all invoices from this month with payment status"

📋 Knowledge Base Widgets

Structured Data Views: Knowledge Base widgets display filtered data from your company's business information repository.

Configuration Options:

Data Type Selection: Choose from available information types in your Knowledge Base
Filter Conditions: Set conditions to filter which records to display
Column Selection: Choose which data fields to show in the table
Dynamic Filtering: Use date calculations and comparison operators

Filter Examples:

Widget Template Library: Pre-built templates for common business scenarios:

Expired Offers: Automatically shows offers past their acceptance date
Personal Payslips: Displays your payroll information in chronological order
Offer Statistics Chart: Pie chart comparing accepted vs other offers
Offer Summary Table: Comprehensive offer tracking with calculations

🎨 Customization Options

Layout Control:

Width Settings: 25%, 50%, 75%, or 100% of dashboard width
Ordering: Numerical order determines widget position
Drag & Drop: Reorder widgets by dragging card headers
Responsive Design: Widgets automatically adapt to screen size

Widget Configuration:

Custom Titles: Descriptive names for easy identification
Type Selection: Choose between Prompt or Knowledge Base widgets
Preview Function: Test prompts before saving widgets
Edit Capability: Modify existing widgets without recreating them

⚡ Performance Features

Smart Caching:

Widget results are automatically cached for faster loading
Cache expires after 60 minutes for time-sensitive data
Force refresh option available for immediate updates
Different cache strategies based on data dependencies

Dependency Detection:

System automatically identifies which data types each widget needs
Ensures widgets only refresh when relevant data changes
Optimizes performance by avoiding unnecessary recalculations

User Capabilities

✅ What You Can Do

Dashboard Management:

Create unlimited dashboards for different business areas
Customize dashboard titles and organization
Switch between multiple dashboards seamlessly
Each dashboard isolated to your company's data

Widget Operations:

Add unlimited widgets to each dashboard
Mix different widget types on the same dashboard
Customize widget size and positioning
Preview widgets before adding them to dashboard
Edit or delete existing widgets

AI-Powered Insights:

Use natural language to request data analysis
Generate charts, tables, and summaries automatically
Access pre-built templates for common business needs
Create custom visualizations based on your specific requirements

Data Access:

View real-time data from your company's Knowledge Base
Apply complex filters to focus on relevant information
Access all information types your company has configured
See data formatted in user-friendly tables and charts

❌ What You Cannot Do

Access Restrictions:

Cannot view dashboards or widgets from other companies
Cannot access data outside your company's scope
Cannot create widgets that require unavailable data types
Cannot export widget data directly (feature may be added)

Technical Limitations:

Cannot modify the underlying data from dashboard widgets
Cannot create custom widget types beyond Prompt and Knowledge Base
Cannot share individual widgets with other users
Cannot schedule automatic widget updates

Using the Dashboard Effectively

💡 Best Practices

Dashboard Organization:

Create separate dashboards for different business functions
Use descriptive titles for both dashboards and widgets
Organize widgets by importance and frequency of use
Keep related information on the same dashboard

Widget Design:

Start with broad overview widgets, then add detailed ones
Use appropriate widget sizes based on content complexity
Test prompts in preview mode before finalizing widgets
Regularly review and update widgets as business needs change

Performance Optimization:

Use Knowledge Base widgets for frequently accessed structured data
Design prompts to be specific to avoid unnecessary processing
Leverage caching by keeping widget configurations stable
Monitor loading times and optimize prompts accordingly

🎯 Common Use Cases

Executive Overview Dashboard:

Key performance indicators across business areas
High-level summaries and trend visualizations
Financial metrics and goal tracking
Quick access to critical business insights

Sales Dashboard:

Pipeline analysis and opportunity tracking
Customer interaction summaries
Revenue forecasts and performance metrics
Territory and product performance comparisons

Operations Dashboard:

Project status tracking and resource utilization
Quality metrics and process performance
Inventory levels and supply chain indicators
Operational efficiency measurements

Financial Dashboard:

Revenue and expense tracking
Cash flow analysis and projections
Budget vs actual comparisons
Financial health indicators

Integration with Platform

🔗 Cross-Module Benefits

Data Sources:

Integrates with Files module for document-based insights
Uses Knowledge Base data for structured information display
Leverages Chat module insights for analysis patterns
Connects with all enabled modules for comprehensive views

AI Agent Coordination: Your dashboard intelligence depends on available agents:

Analysis Agents: Process complex data requests
Visualization Agents: Generate charts and graphs
Context Agents: Enhance insights with relevant background data from your Knowledge Base
Calculation Agents: Perform mathematical analysis and forecasting

🧠 Intelligence Scaling

Agent Access Impact:

More agents = more sophisticated analysis capabilities
Enhanced visualization options with specialized agents
Better context awareness with additional data processing
Improved calculation capabilities for financial and operational metrics

Maximizing Value: Work with your administrator to enable additional AI agents and data modules. This will unlock more sophisticated dashboard capabilities and richer insights powered by your comprehensive Knowledge Base.