Dashboard Settings
Overview
Dashboard Settings – Business Overview
Dashboard Settings is used to control how business dashboards appear and behave across Dafater. It helps organizations decide what information is highlighted, how performance indicators are presented, and which summaries are visible to users when they open their workspace. The goal is to ensure that decision-makers and teams see the most relevant information at a glance.
Purpose in Business Operations
Dashboard Settings defines the overall setup of dashboards used by managers, team leads, and operational staff. It ensures that dashboards reflect business priorities, such as tracking performance, monitoring progress, or reviewing key metrics. By standardizing dashboards, businesses can maintain consistency in how information is viewed and interpreted.
Prerequisites and Setup Requirements
Before using Dashboard Settings, the following should be in place:
- Core business records and transactions must already exist in Dafater (for example, operational data, performance figures, or activity records).
- Users should be clear about what information they need to monitor regularly.
- Roles and responsibilities should be defined, so dashboards can support the right audience (management, supervisors, or staff).
Typical Workflow and Business Fit
- Identify business priorities – Decide what information needs to be visible on dashboards.
- Review existing dashboards – Understand how current dashboards support daily operations and reporting.
- Configure Dashboard Settings – Adjust settings so dashboards align with business goals and reporting needs.
- Use dashboards in daily work – Teams rely on dashboards for quick insights, reviews, and decision-making.
- Periodic review – Update Dashboard Settings as business priorities or processes change.
This workflow ensures dashboards stay relevant and continue to support effective management.
Key Business Scenarios Where It Is Essential
- Management reviews – Executives need a clear, consistent view of performance indicators.
- Operational monitoring – Team leaders track progress, workloads, or outcomes in real time.
- Business alignment – Ensures everyone looks at the same information when discussing results or planning actions.
- Change management – When business focus shifts, Dashboard Settings helps quickly realign dashboards.
Important Considerations for Users
- Keep dashboards simple and focused to avoid information overload.
- Ensure dashboards reflect current business priorities, not outdated goals.
- Review Dashboard Settings regularly to match changes in operations or strategy.
- Use dashboards as a decision-support tool, not just a visual display.
In summary, Dashboard Settings plays a critical role in helping businesses use dashboards effectively in Dafater, turning raw data into clear, actionable business insights.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | User | Dafater user who owns and views this dashboard configuration | |
| chart_config | Chart Configuration | Code | JSON | JSON configuration defining dashboard charts layout and data sources |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| User | Links to | Core |