Dashboard
Overview
Dashboard – Business Overview and Usage
The Dashboard is a central business view designed to give decision‑makers and teams a quick, visual understanding of how the business is performing. It brings together key information, indicators, and summaries in one place so users can monitor progress, spot issues early, and make informed decisions without searching through multiple records or reports.
What the Dashboard Is Used for in Business Operations
The Dashboard serves as a real‑time snapshot of business performance. It helps:
- Track important business metrics at a glance
- Monitor daily operations and outcomes
- Support management decisions with clear visual summaries
- Align teams around shared goals and priorities
Instead of reviewing individual transactions or reports, users rely on the Dashboard to understand “what’s happening now” across the business.
Prerequisites and Setup Requirements
Before using the Dashboard, the following should be in place: - Core business processes must already be active (such as sales, finance, operations, or HR activities in Dafater) - Relevant data must be available and up to date - Users should have clarity on which metrics or outcomes matter most to their role
A Dashboard is most effective when it reflects real business priorities, not just raw data.
Typical Workflow and Business Fit
Define business goals
Management identifies what needs to be monitored (performance, growth, efficiency, compliance, etc.).Review the Dashboard regularly
Users open the Dashboard at the start of their day or during review meetings to assess current status.Identify trends or issues
Changes, gaps, or unusual results are immediately visible.Take action
Based on insights from the Dashboard, teams follow up by reviewing detailed records, adjusting plans, or assigning tasks.Ongoing monitoring
The Dashboard becomes a routine part of daily and weekly business reviews.
Key Business Scenarios Where the Dashboard Is Essential
- Executive oversight: Leadership tracks overall business health in one view
- Operational management: Managers monitor workload, progress, or bottlenecks
- Sales and revenue tracking: Quick visibility into performance against targets
- Financial awareness: High‑level understanding of financial trends without diving into reports
- Team alignment: Everyone focuses on the same business priorities
Important Considerations for Users
- The Dashboard is a summary tool, not a replacement for detailed analysis
- It should be reviewed regularly to remain meaningful
- Too much information can reduce clarity—focus on what truly matters
- Use it as a decision‑support tool, followed by action and follow‑up
In summary, the Dashboard is an essential business management tool in Dafater. It transforms business data into clear, actionable insights, helping teams stay informed, aligned, and proactive in their day‑to‑day operations.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| dashboard_name | Dashboard Name | Data | ✓ | - | Name identifying the dashboard for business reporting in Dafater |
| is_default | Is Default | Check | - | Marks this dashboard as default view for users in Dafater | |
| is_standard | Is Standard | Check | - | Indicates system-standard dashboard provided by Dafater | |
| module | Module | Link | Module Def | Associated Dafater module where this dashboard is primarily used | |
| charts | Charts | Table | ✓ | Dashboard Chart Link | List of analytical charts displayed on the Dafater dashboard |
| chart_options | Chart Options | Code | JSON | JSON configuration controlling chart behavior and appearance in Dafater | |
| cards | Cards | Table | Number Card Link | Key metric cards displayed on the Dafater dashboard |
Child Tables
Charts (Dashboard Chart Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| chart | Chart | Link | Dashboard Chart | Select the dashboard chart to display on this dashboard. | |
| width | Width | Select | Half, Full | Choose chart display width on dashboard layout. |
Cards (Number Card Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| card | Card | Link | Number Card | Select Number Card to link for dashboard display. | |
| customapplycompany_filter | Apply Company Filter | Check | - | Apply company-based filtering to card data in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Dashboard Manager | ✓ | ✓ | ✓ | ✓ | ||
| Desk User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Form Tour | Linked from | Desk |
| Sidebar Customization | Linked from | Dafater Core |
| Module Def | Links to | Core |