Dashboard Overview

The Dashboard module in SAM serves as a powerful tool for quickly and efficiently accessing vital, up-to-date information from the modules most relevant to your operations. Designed to provide immediate insights, the dashboard displays data that reflects the current state of your system at the time it is initially loaded. This functionality ensures that you have a clear snapshot of your business’s performance at a glance. For users who need the latest updates while the dashboard remains open, the “Update” option allows you to refresh the data, ensuring that you are always working with the most accurate and timely information available. This feature makes the Dashboard module an essential component for monitoring, decision-making, and maintaining a proactive approach to business management.
Dashboard Overview Screen

Layout

The dashboard consists of four quadrants, each capable of displaying a distinct chart or graph. This setup allows you to monitor a variety of data points simultaneously.

Adding a New Graph

To add a graph:
    • Select a Quadrant
    • Click on the desired quadrant (labeled Div1 to Div4).
    •  A popup window will appear, offering options for the type of graph to display.
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Choose a chart Type

Use the first dropdown menu to select the chart type.

Available options:

  • Bar Chart
  • Pie Chart
  • Line Chart

Pick a Colour Scheme

From the second dropdown menu, carefully select a colour scheme that best suits your chart’s purpose and audience.
The choice of colour scheme can significantly enhance the visual appeal and readability of the chart, making it easier to interpret the data at a glance.
Each option is thoughtfully designed to cater to different preferences and contexts, ensuring that you can customise the appearance of your graph to align with your needs

Options include:

  • Pastel
  • Monochrome
  • Vibrant
  • Ocean
  • Autumn
  • Neon
  • Warm

Select Data Source & Chart

  • Use the “SAM Module” dropdown to choose the module whose data will populate the graph.
  • Once a module is selected, another dropdown will display the available reports.
  • Choose the desired report to generate the chart.
    • Generate Chart
    • The chart is created automatically once selections are made.
    • You can update or change the module, report, or chart type at any time.

Customising the Dashboard

Repeat the process for each of the four quadrants to configure a detailed and comprehensive view of the data you wish to monitor. By selecting different modules, reports, and chart types for each quadrant, you can tailor the Dashboard to display the most relevant and actionable insights for your specific needs. This level of customisation not only ensures that critical information is readily accessible at a glance but also enables you to track performance, identify trends, and make informed decisions efficiently. With the SAM Dashboard configured to your preferences, you gain a powerful tool for staying on top of key metrics and business operations.

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