Dashboards

You can use dashboards to display information in the Portal and communicate new or key messages to business users and targeted audiences.

You can customize a personal dashboard to view your chosen information or you can create a shared dashboard to share important information to your chosen audience.

For example, you can create a dashboard for Executives with high level figures and information they want to see daily to make important business decisions. Or you can create a dashboard for the Finance team with financial figures for a summary of budgeting. Or even create a Sales dashboard with crucial sales targets, revenue, and forecasting highlights.

How to Add a Dashboard

To add a new dashboard, click on Actions and under ‘Add New Dashboard’, choose to add a Shared Dashboard or My Dashboard.

Add a new dashboard

  • Shared Dashboard will create a dashboard that can be viewed by all users of the Portal or users that you have selected to create an audience.

  • My Dashboard will create a personal dashboard that can only be viewed by you.

Personal Dashboard

Choose My Dashboard.

Provide a name for the dashboard.

Add a new dashboard

Choose to clone the existing widgets in the current dashboard. This will copy the current dashboard and you can then make changes to the cloned dashboard.

Add a new dashboard

Shared Dashboard

Choose Shared Dashboard.

Provide a name for the shared dashboard.

Add a new dashboard

Choose who this dashboard will be visible to. - Everyone will display this dashboard to everyone in the Portal in the ‘Shared Dashboards’ section. - Selected Audiences will make this dashboard visible only to your selected users.

Add a new dashboard

If you choose Selected Audiences, type in the email addresses of users or the name of the group that will be able to view this dashboard.

Add a new dashboard

Choose the user or group from the dropdown.

Add a new dashboard

Choose whether the current widgets will be cloned into the new dashboard.

Click Save to create this dashboard.

Add a new dashboard

You can now customize the dashboard and add new widgets.

Click on Edit in the Actions dropdown, or click on Edit Mode.

Edit a new dashboard

Click on Add Widget.

Add a new widget

Widget Types

Choose the type of widget you would like to add.

Choose a widget type

Rich Text Widget

Display your chosen text on your dashboard.

Text widget

Code Widget

Add custom HTML, CSS or JavaScript to add your own app to the dashboard.

Code widget

Metrics Widget

A metrics widget will display your chosen Loome activity metrics on your dashboard.

There are different types of metrics you can display on a dashboard.

  • Card: This will display the sum, count or average number on a card. Choose an aggregation type of count, sum or average. Then choose a column to aggregate on.

Card widget

  • Donut: This will display a donut chart of your selected column values. Choose the ‘Count’ aggregation type. Then choose a column to aggregate on.

Donut widget

  • Line: This widget will display a line chart with your selection of values and date axis. Choose the ‘Count’ aggregation type. Choose a column to aggregate on, and the date column that will be the axis of the line chart.
  • Bar: This will display a bar chart with values from your selected column. Choose the ‘Count’ aggregation type. Then choose a column to aggregate on.

Bar widget

  • Table: This will display the data you selected in the previous step and display it as a table.

While creating a widget, a preview of the widget will be displayed below the column selection.

Card widget preview

Integration Widget

Display data from external systems on your dashboard.

  • Power BI Report
  • Power BI Dashboard
  • Power BI Dataset
  • Power BI Tile

Samples: - Sample Power BI Report - Tableau Sample View

Integration widget types

Manage a Dashboard

You can view the details of a dashboard by clicking on Settings in the Actions dropdown.

Manage dashboard

You can delete a dashboard by clicking on Delete in the Actions dropdown.

Delete dashboard