Dashboards
A dashboard is a landing page that is accessed by a user in their Portal. A dashboard consists of widgets that consolidate summary information and key performance indicators (KPIs) from different sources and presents them in an actionable format. A dashboard contains the information that is necessary for a particular Persona to help increase productivity.
By default, Pega Platform™ uses Persona-based interfaces, which include a dashboard that is tailored to a Persona. For example, when a user with the Manager Persona signs in to a Pega Platform application, a dashboard is displayed with only the information that is 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 work area into regions. Regions are containers for one or more widgets, which are elements of the UI that display information about the application and the KPIs. In the following out-of-the-box Work metrics example, the left and right sides of the work area are divided by a two-column template. The left side is Region A, and the right side is Region B.
Match the numbers to the following image to learn more about the Work metrics dashboard:
- The Number and status of requests submitted in the last 30 days widget displays how many Cases are entered each day on the x axis and the Cases' status as columns.
- The Number of Work Items Created Daily widget displays how many of each Case Type were created, by day.
- The Work Volume by Status widget displays the number of each Case, by Case Type.
- The Work Items Rejected/Withdrawn by Work Status widget displays all rejected or withdrawn Cases, by work status.
- When you click Edit, you are able to reconfigure the dashboard or create a new dashboard for a different Persona.
Sharing dashboards
Dashboards are created for individual, team, or all application users. While editing a dashboard, you can change the visibility to:
- Private - Only you
- Shared - Users with access
- Public - All users
When you copy an existing dashboard, the new dashboard will keep the visibility of the source dashboard. When you create a new dashboard, the visibility is set to private.
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