Working with Dashboards

Working with Dashboards

Dashboards are used to monitor business performance and the reports are shown to provide a quick and easy overview of how your business is performing with the help of charts, KPIs. You can create a dashboard and share it with all the users or few selected users. You can also create private dashboards that will be accessible only to you.
 
Creating Dashboards
Depending on your business requirement you can create dashboards to get an overview of various business activities such as, email analytics, lead status, marketing metrics, activity stats and so on. Further, you can share these dashboards with selected or all users in your organization.

To create a dashboard
  1. Click the Dashboards tab.
  2. In the view dashboards drop-down, click +New Dashboard.

  3. Click + Component, to add different components to your dashboard.
  4. In the Dashboard Builder page, do the following:
    1. Enter the Dashboard Name.
    2. Select the users with whom you want to share the dashboard.
      • Only me - Accessible only to you.
      • All users - Shared to all users in your Bigin account.
      • Custom - Select users from different sources like list of users, roles & subordinates or groups.

  • Click Save.
Dashboard Components
Analytical components display your organization's data in a pictorial form making it more comprehensible. Bigin provides 2 different types of analytical components for your dashboards. They are:
  • Chart
  • KPI
Charts
A chart presents data from various records of a module(s) in a visual or graphical representation for an easy analysis. The data is seemingly comprehensible as users can easily pick out the patterns, trends, etc., which may otherwise be difficult to interpret. 
The different types of chart available are 
  • Column Chart 
  • Donut Chart 
  • Line chart
  • Pie chart
  • Bar chart
  • Table chart

Create Charts
To create charts
  1. Click the + component button and choose chart.
  2. Select the chart of your choice.
  3. In the next page that appears, do the following:
    • Enter the component name.
    • Select the Module and the related module for the chart from the drop down list.
    • Select an option, in the Measure (Y-axis) and Grouping, from the list of available components.
    • Click +Criteria Filter, to remove specific records that doesn't meet the mentioned criteria.
    • Click the More Options to select Sort by, Maximum grouping and Benchmark for y-axis.
  4. Click Save.

KPI
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team is achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the average annual revenue as the KPI metric.
Based on your industry requirement, you can choose from five different types of KPI styles:
  • Standard
  • Growth Index
  • Basic
  • Scorecard
  • Rankings
Create KPI
To create KPI
  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard to which the KPI has to be added.
  3. Click +Component and select KPI
  4. In the Choose KPI Style page, select a KPI style.
  5. In the next page, do the following:
    • Enter the component name.
    • Select a KPI metric and Related module from the drop-down list.
    • Click Criteria Filter, you mention the records that must be excluded.
    • Select Duration from the drop down list.
    • In the Comparison Indicator choose the Compare to and Objective from the drop-down list.

    • If you want to group them by certain ranking method, select the appropriate options in the Ranking drop-down list.
      Note that this option is available only for Scorecard and Rankings KPI style.

  6. Click Save.

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