What is a dashboard?

Before viewing your analyses, learn what a dashboard is and discover how it facilitates the reading of your KPIs and stands out as an essential management tool.

Table of contents

Understanding dashboards

Using dashboards

Configuring dashboards

Best practices

Understanding dashboards

Global presentation of dashboards

Dashboards are customizable statistical representation tools updated in real-time, allowing you to monitor or analyze data. They contain widgets, representing calculated or collected data in various forms.

These dashboards, combining simplicity and dynamism, are intended for recurring use by all players in the organization, from strategic departments to business teams.

In the SatisFactory platform, you can enhance your dashboards with a wide range of widgets, each capable of displaying different data, having a distinct appearance, and meeting a specific objective (learn more).

There are 3 categories of dashboards:

Detailed presentation of dashboards

Capable of taking different forms, a dashboard must above all allow you to move from analysis to action.

Thus, you have the possibility, alone or supported by SatisFactory, to create dashboards adapted to the specific needs of each of your teams to perfectly align the platform users' access to results with their respective field of action via their analysis perimeter.

Using dashboards

As true operational and strategic management centers, dashboards are essential levers to:

Visualize and understand

• Track in real time the KPIs that structure your activity at all strategic levels
• Highlight trends, variations, and weak signals from your listening program
• Immediately identify points of friction or areas for improvement

Analyze and compare

• Align the analysis perimeter with user data display restrictions
• Segment results by period, typology, zone, site, team, or user profile
• Cross-reference filters to obtain a finer and contextualized reading of the data
• Compare performances across different entities (stores, regions, departments, networks, etc.)

Share and collaborate

• Facilitate internal communication by relying on clear and factual supports to lead teams
• Export analyses in PDF format to feed your meetings and business reviews
• Allow all teams to align on a common and objective vision

Manage and decide

• Evaluate progress towards set objectives thanks to KPIs and alert thresholds
• Prioritize the organization's actions based on the observed data

Discover in this article how to interact with the dashboards to which you have access.

Configuring dashboards

Access dashboard management

From the platform's administration center, you can create, modify, and delete the dashboards of your account.

⚠️ The administration center is only accessible to users whose profile holds administrator privileges ("Manage").

To do this, from the left sidebar menu of the platform, access the administration center by clicking on the "Administration" tab.

Then, in the left sidebar menu of the administration center, expand the "Data and indicators" section, then click on the "Dashboards" section.

Manage dashboards and widgets

Master the creation, modification, and deletion of your account's dashboards by consulting our dedicated article: Manage dashboards.

You also have the possibility to easily restrict access to a specific dashboard to defined user profiles.

You can also add and modify widgets in your dashboards in complete autonomy: Manage widgets in your dashboards.

⚠️ Unlike native dashboards, the management of tailor-made dashboards (Toucan Toco) is not done in complete autonomy and requires technical intervention from the SatisFactory teams.

Best practices

Clearly define the objective of each dashboard

Ensure that each dashboard meets a specific need: daily management, strategic monitoring, detailed analysis, comparative ranking, or managerial reporting.

An effective dashboard is designed around explicit objectives, in order to guarantee an immediate reading of the key insights for all users who have access to it.

Visually structure the information

Organize the widgets in a logical manner: from general to specific, from the main indicator to detailed analyses. A coherent structure helps users navigate more intuitively and quickly understand the messages delivered by the data.

Use filters to contextualize the reading

Encourage the use of filters (period, site, typology, department, etc.) to refine the analysis without having to create a specific dashboard for each segment. The contextualization of data makes it possible to obtain a more precise vision and to adapt the interpretation to the field realities of each team.

Adapt the level of detail to the target audience

Design each dashboard according to the needs of its users: a synthetic vision for management, operational indicators for field teams, more in-depth analyses for business experts. An effective dashboard speaks the language of its users.

For further assistance or to report a specific issue, please contact our Support team.