Dashboard
The Dashboard view in Unifize is your visual command center for monitoring real-time performance across your processes. It serves as a collection of dashboards, where each dashboard is composed of interactive charts built from reports created in the Manage View.
With dashboards, teams can instantly visualize trends, track KPIs, and investigate issues without needing to open individual records. Whether you're in Quality, Compliance, Engineering, or Operations, dashboards give you the insights you need—all in one place.
How to Access
To navigate to the Dashboard view:
Open the Navigation Bar on the left
Click on the Dashboard icon
This opens the Dashboard View, where you can access a list of dashboards available to you based on your role or permissions.
How Dashboards Work
The Dashboard view is structured in three layers:
1. Dashboard View = Collection of Dashboards
This view lists multiple dashboards categorized by role, function, or use case. For example:
[CXO] Non-Conformances and CARs
[Quality Manager] Documents and Training
Each dashboard contains its own set of charts for targeted analysis.
2. Dashboards = Collection of Charts
Dashboards group together charts to give you a cohesive view of a process, team, or metric area. Each chart provides a snapshot from different reports.
3. Charts = Built from Reports
Charts are created based on reports from the Manage View, which determine the data, filters, and grouping used. These charts update dynamically based on live data.
Inside the Dashboard View
Here’s what you’ll find in the Dashboard interface:
Left Panel (List of Dashboards): Navigate between dashboards by role or use case.
Main Panel (Charts): See bar graphs, line charts, KPIs, and performance visualizations.
+ Create New: Option to create new dashboards from your available charts.
Charts are clickable—selecting a data point will drill into the matching set of records.
Best Practices
Use clear naming conventions for dashboards (e.g. by role or process).
Keep dashboards focused by limiting to 4–8 relevant charts.
Ensure reports powering your charts are up-to-date and validated.
Regularly review dashboard contents for relevance.
Group similar dashboards logically (e.g. [Shop Floor], [CXO], [Quality Manager]).
The Dashboard View in Unifize acts as a centralized collection of dashboards, each providing powerful insights into your organization's performance. Built from reports and visualized as charts, dashboards allow you to monitor and act on data—faster and smarter.
Want to learn how to build these components? Creating Reports from Manage View →
Last updated