Dashboards

Dashboards are landing pages that are customizable by end-users. Dashboards consist of widgets that consolidate summary information and Key Performance Indicators (KPIs) from different sources and present it in an actionable format. Dashboards contain the information necessary for a particular role to help increase productivity.

By default, Pega Platform™ uses role-based interfaces, which includes a dashboard tailored to a role. For example, when a user with the Manager role signs in to the Pega Platform application, the user is presented with a dashboard tailored to include information necessary to manage the users who complete work. The manager might see the number of open cases and overdue assignments to better manage the workload of their direct reports.

Organization

A template defines the layout of a dashboard and divides the workspace into slots. Slots are containers for one or more widgets, which are elements of the user interface that display information about the application and KPIs. In the following example, the left and right sides of the workspace are divided by a two-column template. Each side contains two slots. The slots on the left contain the Cases entered by me widget and Cases by status widget. The slots on the right contain the Teams widget and the Report widget.

In the following image, click the + icons to learn more about the widgets.

Personalization

The default dashboard is assigned based on the user role. The developer can configure the dashboard for a role by publishing changes to the default dashboard. Then, end users can access the published default dashboard assigned to their role.

End users can also personalize the default dashboard by publishing changes to their dashboard instance. If end users personalize a dashboard, the changes that developers publish to a default dashboard do not override or reset the personalized dashboard of end users.

Note: Custom landing pages are landing pages that are built as part of the application; end users are unable to customize the landing pages. Custom landing pages are typically built as a landing page to navigate to listed objects.

Pega Platform provides various templates that allow developers and end users to organize widgets differently. The provided templates have different numbers and orientations of slots. Switch templates and add or remove widgets from other slots to personalize the dashboard.

The following image displays the available templates.