Overview
Dashboards provide a centralized hub for data visualization with:- Customizable widget layouts
- Interactive drill-down capabilities
- Multiple dashboard support for different use cases
- Shareable views for team collaboration
Dashboard Navigation
Access your dashboards from the main sidebar. The dashboard sidebar shows:- Dashboard icons - Quick access to all your dashboards
- Default dashboard - Marked with a highlight, opens automatically
- External links - Optional links to external resources
Summary Cards
At the top of each dashboard, summary cards display key ticket metrics:| Metric | Description |
|---|---|
| Current Open Tickets | Real-time count of tickets awaiting resolution |
| Entered Prev Month | Tickets created in the last 30 days |
| Closed Prev Month | Tickets closed in the last 30 days |
| Entered Prev 3 Months | Tickets created in the last 90 days |
| Closed Prev 3 Months | Tickets closed in the last 90 days |
Creating a Dashboard
Configure Dashboard
Enter a name and optional description. Choose an icon to identify your dashboard.
Dashboard Icons
Choose from these icons to identify your dashboards:- Dashboard (grid)
- Ticket
- Bar Chart
- Pie Chart
- Trending
- Users
Widgets
Widgets are the building blocks of your dashboard, displaying data visualizations.Available Chart Types
Bar Chart
Compare values across categories
Line Chart
Show trends over time
Area Chart
Visualize volume trends
Pie Chart
Show proportional breakdown
Donut Chart
Proportions with center metric
Treemap
Hierarchical data visualization
Widget Sizing
Adjust widget width to create your preferred layout:- Half width (1/2) - Two widgets per row
- Third width (1/3) - Three widgets per row
- Quarter width (1/4) - Four widgets per row
Date Filtering
Control the time range for your dashboard data.Global Date Filter
Apply a single date range to all widgets at once using the date picker in the dashboard header.Preset Date Ranges
- This Week / Previous Week
- Previous 2 Weeks
- Last 30 Days
- Last 3 Months
- Last 6 Months
- Last 12 Months
- All-time
- Custom date range
Widget-Level Dates
Each widget can use its own default date preset, or inherit from the global filter.Drill-Down
Click on summary cards or chart elements to see the underlying data:- Click a metric card (e.g., “Current Open Tickets”)
- A modal opens showing the ticket list
- View ticket details: ID, title, status, priority, company, contact
- Use pagination to browse through results
Editing Dashboards
Sharing Dashboards
Dashboards can be personal or shared:| Type | Visibility |
|---|---|
| Personal | Only visible to you |
| Shared | Visible to team members |
| Role-restricted | Shared but limited to specific user roles |
Only the dashboard owner can modify a shared dashboard.
Dashboard Settings
Configure your dashboard properties:- Name - Dashboard title (up to 100 characters)
- Description - Optional context about the dashboard’s purpose
- Icon - Visual identifier in the sidebar
- Display Order - Position in the sidebar navigation
- Default - Set as the dashboard shown when entering the module
- Active - Enable or disable visibility
Company Filtering
Filter dashboard data by company:- View data for a specific company
- Or see aggregated data across all assigned companies
Permissions
| Permission | Capability |
|---|---|
read_dashboards | View shared dashboards |
write_dashboards | Create and edit personal dashboards |
manage_dashboards | Full access including settings |