Dashboard Chart
Overview
Dashboard Chart – Business Overview
Dashboard Chart is a business reporting tool in Dafater that helps organizations turn day‑to‑day data into clear, visual insights. It allows managers and teams to view trends, performance indicators, and key results at a glance, without needing to analyze raw reports or spreadsheets.
What Dashboard Chart Is Used For in Business Operations
Dashboard Chart is used to visually track important business metrics such as:
- Sales performance over time
- Outstanding receivables or payables
- Employee activity or workload trends
- Operational volumes like orders, cases, or requests
By presenting data as charts and graphs, Dashboard Chart supports faster decision‑making and improves visibility into business performance.
Prerequisites and Setup Requirements
Before using Dashboard Chart effectively, the following should be in place: - Core business data must already exist in Dafater (for example, sales records, financial entries, or operational transactions). - Clear understanding of which metrics are important for management or specific teams. - Agreement on how often data should be reviewed (daily, weekly, monthly).
No advanced setup is required, but clarity on business goals is essential.
Typical Workflow and How It Fits into Business Processes
Identify Key Metrics
Management decides what needs to be monitored, such as revenue growth, workload trends, or overdue items.Create a Dashboard Chart
A Dashboard Chart is set up to visually represent the selected metric over a chosen period.Add to Business Dashboards
The Dashboard Chart is placed on dashboards used by executives, managers, or teams.Ongoing Monitoring
Users regularly review the Dashboard Chart to track progress, spot issues, and identify trends.Action and Follow‑up
Insights from the Dashboard Chart lead to business actions, such as adjusting targets, reallocating resources, or following up on delays.
Key Business Scenarios Where Dashboard Chart Is Essential
Management Reviews
Executives use Dashboard Charts during meetings to quickly understand business performance.Sales and Revenue Tracking
Sales leaders monitor growth, pipeline movement, and seasonal trends.Operations Oversight
Teams track workload volumes, turnaround times, or service efficiency.Financial Monitoring
Finance teams visualize cash flow trends, outstanding balances, or expense patterns.Performance Accountability
Department heads use Dashboard Charts to track progress against goals.
Important Considerations for Users
Focus on What Matters
Too many charts can cause confusion. Dashboard Chart should highlight only meaningful business indicators.Use Clear Timeframes
Selecting the right time period ensures insights are relevant and actionable.Review Regularly
A Dashboard Chart is most valuable when checked consistently, not just occasionally.Align with Business Decisions
Every Dashboard Chart should support a decision, discussion, or performance review.Keep It Simple
Clear and easy‑to‑read charts are more effective than complex visuals.
Summary
Dashboard Chart plays a critical role in Dafater by transforming business data into visual insights that support monitoring, planning, and decision‑making. When aligned with business goals and reviewed regularly, it becomes an essential tool for managing performance and driving informed action.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| is_standard | Is Standard | Check | - | Indicates whether this dashboard chart is standard in Dafater. | |
| module | Module | Link | Module Def | Dafater module where this dashboard chart belongs. | |
| chart_name | Chart Name | Data | ✓ | - | Business-friendly name of the dashboard chart in Dafater. |
| chart_type | Chart Type | Select | Count, Sum, Average, Group By, Custom, Report | Defines how data is calculated for the Dafater chart. | |
| report_name | Report Name | Link | Report | Linked Dafater report used as chart data source. | |
| usereportchart | Use Report Chart | Check | - | Uses chart configuration directly from the selected Dafater report. | |
| x_field | X Field | Select | - | Field used for horizontal axis data representation. | |
| y_axis | Y Axis | Table | Dashboard Chart Field | Defines values displayed on the chart’s vertical axis. | |
| source | Chart Source | Link | Dashboard Chart Source | Predefined Dafater chart source for consistent data. | |
| document_type | Document Type | Link | DocType | Primary Dafater document type used for chart data. | |
| parentdocumenttype | Parent Document Type | Link | DocType | Parent Dafater document type for child table charts. | |
| based_on | Time Series Based On | Select | - | Time field used for time series analysis. | |
| valuebasedon | Value Based On | Select | - | Field whose values are measured in the chart. | |
| groupbytype | Group By Type | Select | Count, Sum, Average | Aggregation method applied when grouping chart data. | |
| groupbybased_on | Group By Based On | Select | - | Field used to group data values. | |
| aggregatefunctionbased_on | Aggregate Function Based On | Select | - | Field used for aggregate calculations like sum or average. | |
| numberofgroups | Number of Groups | Int | - | Limits number of groups displayed in the chart. | |
| is_public | Is Public | Check | - | Allows all Dafater users to view this chart. | |
| heatmap_year | Year | Select | - | Year selected for heatmap data visualization. | |
| timespan | Timespan | Select | Last Year, Last Quarter, Last Month, Last Week,... | Predefined date range for chart data analysis. | |
| from_date | From Date | Date | - | Start date for custom chart data range. | |
| to_date | To Date | Date | - | End date for custom chart data range. | |
| time_interval | Time Interval | Select | Yearly, Quarterly, Monthly, Weekly, Daily | Interval used to split time series data. | |
| timeseries | Time Series | Check | - | Enables time-based trend analysis in the chart. | |
| type | Type | Select | Line, Bar, Percentage, Pie, Donut, Heatmap | Visual chart style used for data presentation. | |
| showvaluesover_chart | Show Values over Chart | Check | - | Displays numeric values directly on the chart. | |
| currency | Currency | Link | Currency | Currency used for monetary values in the chart. | |
| filters_json | Filters JSON | Code | ✓ | JSON | Static filters applied to chart data in JSON. |
| dynamicfiltersjson | Dynamic Filters JSON | Code | JSON | Runtime filters dynamically applied to chart data. | |
| custom_options | Custom Options | Code | - | Advanced custom configuration options for the chart. | |
| color | Color | Color | - | Primary color used for chart visualization. | |
| lastsyncedon | Last Synced On | Datetime | - | Timestamp of last successful chart data synchronization. | |
| roles | Roles | Table | Has Role | Dafater roles permitted to access this chart. |
Child Tables
Y Axis (Dashboard Chart Field)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| y_field | Y Field | Select | - | Select metric plotted on Y-axis for Dafater dashboard chart | |
| color | Color | Color | - | Choose display color for Dafater dashboard chart visualization |
Roles (Has Role)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| role | Role | Link | Role | Defines user access role within Dafater for permissions and responsibilities |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Dashboard Manager | ✓ | ✓ | ✓ | ✓ | ||
| Desk User | ✓ | |||||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Currency | Links to | Geo |
| Dashboard Chart Source | Links to | Desk |
| Module Def | Links to | Core |
| Report | Links to | Core |