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Dashboard

The Dashboard tab lets you build custom analytics dashboards for each Area. Display key metrics using Stats cards, visualize trends with Charts, and show detailed data in Tables — all without writing code.

What Dashboard Enables​

CapabilityDescription
Dashboard FiltersAdd interactive controls to filter data in stats and widgets
Stats / KPI CardsDisplay aggregated values like totals, averages, or counts at a glance
Chart WidgetsVisualize data with Area, Bar, Line, Pie, Radar, or Radial charts
Table WidgetsShow filtered and sorted record lists with selected columns
Query FlexibilityUse the visual Query Builder or write Raw SQL for complex queries
Data FilteringApply Where and Having clauses to refine what data appears

Getting Started​

  1. Go to Areas and select the Area you want to set up
  2. Click the Dashboard tab
  3. Toggle Enable Dashboard to activate dashboard configuration
  4. Click Add New Filter to create query controls, Add New Stat to create KPI cards, or Add New Widget for charts and tables
  5. Configure each item's data source, aggregation, and display settings
  6. Click Save Configurations to persist your changes
  7. Use Preview to see how the dashboard renders with sample data
note

The Preview button becomes available after you save at least one Stat or Widget. It displays a visualization using sample data based on your configuration.

Configuration Sections​

Dashboard Filters​

Filters allow users to narrow down data on the dashboard interactively.

See Filters Configuration for complete settings reference.

Stats / KPI Cards​

Stats appear at the top of the dashboard as compact cards showing a single aggregated value. Each stat pulls data from a collection and applies an aggregation function.

See Stats Configuration for complete settings reference.

Dashboard Widgets​

Widgets display richer visualizations below the stats. Choose between Chart widgets for graphical representations or Table widgets for tabular data.

See Widgets Configuration for complete settings reference.

Example​

Inventory Management Dashboard​

A warehouse manager wants to see key metrics at a glance:

Stats:

  • Total Stock On Hand (Sum of quantity field)
  • Pending Orders (Count with status filter)
  • Expiring Stock in 30 Days (Count with date filter)

Widgets:

  • Order Status Distribution (Pie chart grouped by status)
  • Stock Movements (Line chart over time)
  • Low Stock Alerts (Table showing items below reorder point)