Revision as of 17:34, 24 January 2017

1 Overview

The Dashboards module allows for prebuilt, predesigned panes of information to be collated into a single operational dashboard.

A user can have access to multiple dashboards.

2 Configuration

Dashboards are predominantly based on forms. Existing forms can have dashboards applied.

A user starts by going into the Dashboards module and creating a Dashboard Configuration. This is key configuration information which will help bxp know where to retrieve the information. Each configuration is explained separately. You choose from Archetypes. Each archetype has different options. You can have more than one Archetype aimed at the same form.

With the Dashboard Configuration done, a user selects the Panes they want in their Dashboard. Choosing the Panes leads to a Dashboard.

With the Panes selected the dashboard can then be the first page you see when you log in. Alternately numerous dashboards can be created and accessed from anywhere in the system.

3 Archetypes

The following archetypes are developed in bxp

{! ! Archetype ! Focus ! Description |- | General || Non module related || |- | Pipeline || Form Management || Sales pipeline and sales campaign management |- | FieldSales || Form Management || For field sales based sales programs |- | CRM || Form Management || For Account Management and client development |- | Membership || Form Management || For membership management solutions |- | SupportDesk || Form Management || For help and support desk solutions |- | Outbound || Form Management || For outbound campaign management |- | Project || Form Management || For project management focused solutions |- | Quality || Form Management || For quality assurance and quality control focused solutions |- | CTI || Form Management || For systems integration solutions and management |- | Survey || Form Management || For marketing survey, Net Promoter Score and Customer Effectiveness Based score management solutions |- | Marketing || Form Management || For marketing management solutions |- | Security || System Access Management || For security and system security focused solutions |- |}