A dashboard brings the numbers that matter onto one screen — how many inspections are overdue, how a site is tracking this month, which entries still need attention — and keeps them current as your team works.
What a dashboard shows
A dashboard is a single screen built from small panels, each showing one slice of your information. The panels come in a few kinds:
- A KPI is a single number, such as a count of open inspections or a compliance rate.
- A chart plots figures over time or across categories — a bar, a line, or a breakdown.
- A table lists entries in rows and columns, the same way the Entries page does.
The panels sit together so you can read the state of your organisation at a glance, then open the entries underneath when you need the detail. For a guided tour of a real dashboard, see Reading a dashboard.
Where the numbers come from
Every panel reads from your entries. When someone files an inspection, closes a job, or logs a shift, the entries behind the dashboard change and the panels recalculate to match. Open a dashboard and you see the state of your information as it stands, not a figure saved earlier.
Because the figures come straight from entries, they follow the same access rules. A dashboard only counts entries you are allowed to see, so two people looking at the same dashboard can read different totals depending on which parts of the tree they can reach. You never refresh a number by hand — the panels stay in step with the entries on their own.
To understand the entries a dashboard draws on, see Entries; to understand how access follows the branches, see The directory.
Organisation and per-site views
The dashboard your whole team shares opens on a view of the entire organisation, with a row of tabs across the top. One tab gathers everything together, and each of the others narrows the same panels to a single site.
Switching tabs keeps the panels the same but changes the entries behind them. The organisation view counts every entry you can see, while a site tab counts only the entries filed under that site's branch of the tree. One screen answers both how the organisation is doing and how a single site is doing, without rebuilding anything.
A per-site tab is not a different dashboard — it is the same set of panels, measured against one site's entries. See Per-site dashboard tabs for how the tabs work.
Personal dashboards
Alongside the shared organisation dashboard, you can build one of your own that only you see. A personal dashboard is private to you: you choose which panels it holds and how they sit on the screen, and no one else can view or change it.
Personal dashboards suit the handful of figures you check often — the sites you look after, the entries you are chasing — kept together and apart from the shared view. To build one, see Creating your own dashboard. To compose the shared dashboard your team relies on, see Building shared dashboards.