Overview¶

Dashboard is an advanced charting and dashboard module for Progrid that lets you visualize data from any model in your system using 30+ interactive chart types.

Purpose¶

Every business generates data across sales, CRM, inventory, HR, projects, and accounting. Dashboard turns that data into actionable visual insights without requiring technical knowledge or external tools. Users can build charts and dashboards directly within Progrid using a point-and-click interface.

Target Users¶

All Users: Any Progrid user who needs to visualize data. The Quick Chart builder requires no technical knowledge - just pick a metric and a grouping.
Sales Managers: Track revenue trends, pipeline value, quotation conversion, and salesperson performance.
Operations Managers: Monitor inventory movements, pending transfers, and fulfillment metrics.
HR Managers: Visualize employee distribution by department, job position, and headcount trends.
Project Managers: Track task completion rates, hours spent, and project progress.
Financial Controllers: Monitor invoice totals, outstanding receivables, vendor bills, and cash flow KPIs.

Key Concepts¶

Dashboard¶

A dashboard is a collection of charts and KPI tiles arranged in a grid layout. Each user can have multiple dashboards and set one as their default. Dashboards can be private (visible only to the owner), public (visible to all users), or shared with specific groups.

Chart Configuration¶

A chart configuration defines what data to display and how to display it. It specifies:

Data Model - Which Progrid data to query (e.g., Sale Orders, CRM Leads)
Chart Type - The visualization type (bar, line, pie, map, etc.)
Measures - The numeric values to display (e.g., Sum of Amount Total)
Dimensions - How to group the data (e.g., by Month, by Salesperson)
Filters - Conditions to narrow the data (e.g., only confirmed orders)
Date Range - Time period for the data (This Month, Last Quarter, etc.)

Chart configurations are reusable - the same chart can appear on multiple dashboards.

Measure¶

A measure defines what numeric value to aggregate. Measures support:

Field-based - Sum, Average, Min, Max, or Count of a numeric field
Record Count - Simply count the number of matching records
Format - Display as Number, Currency, Percentage, or Compact (1K, 1M)

Dimension¶

A dimension defines how to group data on the chart axis. Dimensions work with:

Related record fields - Group by related record (e.g., Salesperson, Customer)
Selection fields - Group by selection value (e.g., Stage, Priority)
Date fields - Group by time interval (Day, Week, Month, Quarter, Year)
Text/Boolean fields - Group by text value or true/false

Dashboard Item¶

A dashboard item is a single widget placed on the dashboard grid. Items can be:

Chart - References a chart configuration for data visualization
KPI Tile - Shows a single aggregated metric value with optional comparison

Items have position and size settings that define where they appear in the dashboard layout.

Style Template¶

A style template provides pre-built visual configurations (color palettes, typography, animation settings) that can be applied to charts for consistent styling. Templates can be system-provided or user-created.

Chart Type Categories¶

Dashboard organizes its 30+ chart types into categories:

Basic Charts: Bar, Line, Area, Pie, Donut, and Metric Value. These cover the most common visualization needs.
Intermediate Charts: Radar, Scatter, Bubble, Heatmap, Treemap, Funnel, Radial Bar, Polar Area, Candlestick, and Range Bar/Gantt.
Statistical Charts: Box Plot, Parallel Coordinates, and Calendar Heatmap. Suited for statistical analysis.
Flow and Relationship Charts: Sankey Diagram, Sunburst, Tree Diagram, and Network Graph. Used for relationship and flow analysis.
Geographic Charts: Choropleth Map, Scatter Map, Flow Map, and 3D Globe. Includes built-in map data for World, USA, and Europe.
3D Charts: 3D Bar, 3D Scatter, and 3D Surface.