Dashboard Chart Source
Overview
Dashboard Chart Source – Business Overview
Dashboard Chart Source is used to define where business data for charts and visual indicators comes from before it is shown on management dashboards in Dafater. It acts as the approved source of truth for charts, ensuring that dashboards display consistent, reliable, and meaningful business information.
In simple terms, it tells Dafater what data should be used when a chart is created for performance tracking, monitoring, or decision-making.
Purpose in Business Operations
Dashboard Chart Source supports informed decision-making by: - Ensuring dashboards reflect accurate and approved business data - Standardizing how performance metrics are calculated and displayed - Allowing leadership teams to rely on dashboards for daily, weekly, or monthly reviews
It is a foundational element behind visual reports such as sales trends, operational volumes, or activity summaries.
Prerequisites and Setup Requirements
Before using Dashboard Chart Source, the following should be in place: - Clear understanding of which business metrics need to be tracked - Defined business records or transactions that represent those metrics - Agreement among stakeholders on how results should be summarized (for example, totals, counts, or trends)
This preparation ensures the charts created later are aligned with business goals and expectations.
Typical Workflow and Business Fit
Identify reporting needs
Management or department heads define what performance or activity should be monitored.Create a Dashboard Chart Source
The data source is defined once, based on the selected business records and rules.Use it in dashboards
Dashboards reference the Dashboard Chart Source to display charts consistently across teams.Ongoing review
As business priorities evolve, the Dashboard Chart Source can be reviewed or adjusted to stay relevant.
This workflow ensures dashboards remain structured, reliable, and aligned with strategic objectives.
Key Business Scenarios Where It Is Essential
- Executive dashboards showing company-wide performance indicators
- Department-level monitoring, such as operations, finance, or service activity
- Trend analysis, where leadership wants to see changes over time
- Standardized reporting, ensuring everyone sees the same numbers in meetings
Without a Dashboard Chart Source, dashboards risk becoming inconsistent or misleading.
Important Considerations for Users
- Always confirm that the data source reflects the correct business records
- Use clear naming so others understand what the chart represents
- Review sources periodically to ensure they still match current business goals
- Avoid creating multiple sources for the same purpose, which can cause confusion
Dashboard Chart Source plays a critical role in transforming raw business data into trusted visual insights, helping Dafater users make faster and better-informed decisions.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| source_name | Source Name | Data | ✓ | - | Unique name identifying this dashboard data source. |
| module | Module | Link | ✓ | Module Def | Dafater module providing data for this dashboard source. |
| timeseries | Timeseries | Check | - | Enable to treat data as time-based series. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Administrator | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Dashboard Chart | Linked from | Desk |
| Module Def | Links to | Core |