# Dashboard

Access to timely, site-specific performance insights enables faster, better-informed decision-making. This can directly contribute to improvements in revenue growth, margin optimization, and cost control at the individual site level.

The Dashboard also enhances transparency for multi-site operators, such as regional managers and franchise owners, by providing a consolidated yet granular view of performance across locations. This visibility supports proactive management, performance benchmarking, and more effective operational oversight.

<figure><img src="https://3057647601-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbTY7EwZtYYQYC6GOcdTj%2Fuploads%2Fgit-blob-2c38667a2b96d8307fa212a6421e0d000be8e5d4%2Fmanagement_dashboard.png?alt=media" alt="Dashboard"><figcaption><p>Dashboard</p></figcaption></figure>

### Overview

The Dashboard is **site-aware** and reflects the currently selected site. It includes a site switcher control where you can choose a particular site to view the related data for. By default, no site is preselected. When no site is selected, the dashboard displays aggregated KPIs across all sites. When a site is selected, the dashboard shows KPIs only for that specific site.

The Dashboard enforces **permission-based** access to ensure users only view data relevant to their assigned scopes. For employees with restricted access:

* They can view the KPIs only for the site(s) they have permissions to
* All KPIs and related data are limited to that specific site.
* No visibility or access is provided to data from other sites. This approach ensures data security, maintains operational boundaries, and aligns with organizational access policies.

The Dashboard supports a **customizable, user-centric layout** configuration. KPI widgets/cards can be freely arranged, added, or removed either at the individual user level or at the tenant level. An intuitive drag-and-drop interface enables users to easily reorder and organize widgets according to their preferences and priorities. The selected layout and configuration settings can be **persisted** in the Configuration Service at the tenant level and automatically restored upon subsequent access. As a result, all users within the same tenant share a consistent dashboard layout and configuration.

As an operational benefit of customizable Dashboard, you get one unified view for cross-site and single-site KPIs. This means less manual switching between tools or pages to compare site performance. Also, you get increased flexibility as you can adapt the Dashboard to the ways that different roles prefer to see the information and match it to their daily workflows.

### Example customization use cases

The example use cases where customization creates operational benefits:

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th align="center"></th><th></th><th></th><th></th><th></th><th></th><th></th><th></th><th></th></tr></thead><tbody><tr><td align="center"><i class="fa-user-tie-hair">:user-tie-hair:</i></td><td align="center"><strong>Multi-site performance overview</strong><br><strong>(central operations / management)</strong></td><td><strong>Roles</strong></td><td>Head of Operations, Regional Manager, Central Management</td><td><strong>Usage</strong></td><td>• Daily/weekly performance review across all sites.<br>• Dashboard view with no site selected by default to view aggregated KPIs (for example, total revenue, orders, conversion, key operational metrics).<br>• Optional adjustment of the layout so the most critical KPIs are at the top.</td><td><strong>Outcome / business impact</strong></td><td>• Quick overview of overall business health across all sites.<br>• Faster identification of trends or anomalies that require drill-down.</td><td></td><td></td></tr><tr><td align="center"><i class="fa-user-vneck-hair">:user-vneck-hair:</i></td><td align="center"><strong>Per-site deep dive</strong><br><strong>(site manager or regional lead)</strong></td><td><strong>Roles</strong></td><td>Site Manager, Regional Manager, Category Manager<br><br></td><td><strong>Usage</strong></td><td>• Investigating performance of a specific underperforming or strategic site.<br>• Using the site switcher to select a specific site.<br>• Rearrangement of widgets to highlight KPIs that matter for that specific site, like for example, local promotions, specific assortments.</td><td><strong>Outcome / business impact</strong></td><td>• Focused, site-specific view to support root-cause analysis and local actions.<br>• Better alignment of decisions with local conditions.</td><td></td><td></td></tr></tbody></table>

### Customizing the Dashboard

{% stepper %}
{% step %}
**Choose to edit the view**

Select the **Customize** option to enable edition mode.

<figure><img src="https://3057647601-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbTY7EwZtYYQYC6GOcdTj%2Fuploads%2Fgit-blob-0e35c8e24fe8cebae98ae756e0af53bd46150f32%2Fdashboard_customize.png?alt=media" alt="Customize Dashboard"><figcaption><p>Customize Dashboard</p></figcaption></figure>
{% endstep %}

{% step %}
**Adjust the widgets**

As per your needs and preferences, adjust the view by adding, removing, rearranging the widgets and cards. Each widget can be resized and moved across the Dashboard using the drag and drop.
{% endstep %}

{% step %}
**Save the changes**

When done, choose how you want to save your configuration.

<figure><img src="https://3057647601-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbTY7EwZtYYQYC6GOcdTj%2Fuploads%2Fgit-blob-a6d50d66acf9bfc0c4d6a0bcb0509f23e0636aea%2Fdashboard_save.png?alt=media" alt="Save Dashboard config"><figcaption><p>Save Dashboard configuration</p></figcaption></figure>

* **Save custom** - Save your individual preference. The configuration is saved locally in the browser so the view is persisted until you clear the cache.
* **Save global** - Save the configuration for the tenant. This option is available for Admin roles and it persists the config for all users of the tenant.
  {% endstep %}
  {% endstepper %}

<br>

### Available widgets

The Dashboard is equipped with a set of widgets that you can freely add and arrange:

<table data-view="cards"><thead><tr><th align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><strong>Revenue &#x26; Commercial Performance</strong></td><td><ul><li>Gross Revenue</li><li>Total Order Count</li><li>Basket Size (Ø)</li><li>Gross Quote Volume</li><li>Total Quote Count</li><li>Quote Value (Ø)</li><li>Total Coupons</li></ul></td></tr><tr><td align="center"><strong>Customer Activity &#x26; Conversion</strong></td><td><ul><li>Open Carts</li><li>Total Customers</li><li>Accepted Quotes</li><li>Cancelled Quotes</li></ul></td></tr><tr><td align="center"><strong>Catalog, Partners &#x26; Operations</strong></td><td><ul><li>Total Products</li><li>Total Vendors</li><li>Total Returns</li></ul></td></tr><tr><td align="center"><strong>Time-ranged charts</strong></td><td><ul><li>Revenue over time</li><li>Orders over time</li><li>Basket size over time (Ø)</li><li>Quote volume over time</li><li>Quotes over time</li><li>Quote value over time (Ø)</li></ul></td></tr><tr><td align="center"><strong>Geographic location</strong></td><td><ul><li>Orders and quotes by country map</li></ul></td></tr><tr><td align="center"><strong>Timelines</strong></td><td><ul><li>Last quotes</li><li>Last orders</li></ul></td></tr><tr><td align="center"><strong>Users tables</strong></td><td><ul><li>Total customers</li><li>Total employees</li></ul></td></tr><tr><td align="center"><strong>Recent operations tables</strong></td><td><ul><li>Abandoned carts</li><li>Last orders</li><li>Orders in progress</li><li>Last returns</li><li>Last quotes</li></ul></td></tr></tbody></table>

{% hint style="success" %}
**Adding custom widgets/components**

The Dashboard is an MD extension, which is available in the [Emporix Extensions Library](https://github.com/emporix/md-extensions/tree/master/dashboard). You can further customize the Dashboard by adding your custom widgets or components. Fork the extension, build your custom components and widgets, and then register the extension following the standard steps.

For more details, refer to:

* creating a custom widget: [Create and Register a New Widget](https://github.com/emporix/md-extensions/blob/master/dashboard/WIDGETS.md)
* adding an extension to MD: [Extensions](https://developer.emporix.io/ce/management-dashboard/administration/extensions)
  {% endhint %}