To provide a clear and concise procedure for team members to effectively arrange and customize dashboards for Key Performance Indicators (KPIs), ensuring that the most relevant data is easily accessible and visually organized.
Key Steps
Access the Dashboard:
Log into the dashboard application.
Navigate to the specific dashboard you wish to edit.
Enter Edit Mode:
Click the "Edit" button located at the top of the dashboard.
Confirm that grid lines appear, indicating that you are in edit mode.
Adjust Widget Size:
Identify the widget you want to resize.
Note that the minimum size for a widget is 2 boxes wide by 2 boxes tall.
To increase the size of a widget, click and drag the edges of the widget outward.
Reposition Widgets:
To move a widget, click and hold on the widget you wish to relocate.
Drag the widget to the desired location on the dashboard.
Release the mouse button to drop the widget in place.
Undo Changes (if necessary):
If you are not satisfied with the new position or size of a widget, click and hold on the widget and drag it back to its original position.
Save Changes:
Once you are satisfied with the arrangement, ensure to save your changes by clicking the "Save" button (if applicable).
Cautionary Notes
Be aware that resizing widgets too small may hinder visibility and usability.
Ensure that widgets do not overlap, as this may obscure data and create confusion.
Always double-check that changes are saved before exiting the dashboard to avoid losing your configurations.
Tips for Efficiency
Familiarize yourself with the dashboard layout before making changes to understand where key data should be placed for optimal visibility.
Prioritize the placement of the most critical KPIs at the top or in a prominent location on the dashboard for quick access.
Regularly review and update the dashboard layout to reflect any changes in business priorities or data relevance.
By following these steps, team members will be able to efficiently customize the dashboard for KPIs, leading to improved data accessibility and enhanced productivity.