Dashboard¶
The Dashboard is your command center for managing POCs and tracking progress across all your engagements. This guide explains all dashboard features and how to use them effectively.
Overview¶
The Dashboard provides:
- At-a-glance metrics for all your POCs
- Quick access to active engagements
- Progress visualization across projects
- Alerts and notifications for items needing attention
- Role-specific views tailored to your responsibilities
Dashboard by Role¶
Platform Admin Dashboard¶
What you see:
┌─────────────────────────────────────────────────────────┐
│ Platform Overview │
├─────────────────────────────────────────────────────────┤
│ Total Tenants: 25 Active POCs: 134 │
│ Total Users: 457 Completion Rate: 68% │
│ │
│ Recent Tenant Activity │
│ ├─ Acme Corp: 12 active POCs │
│ ├─ TechStart: 8 active POCs │
│ └─ GlobalCo: 15 active POCs │
│ │
│ System Health │
│ ├─ API Response Time: 145ms │
│ ├─ Database Connections: 24/100 │
│ └─ Storage Used: 48GB / 500GB │
└─────────────────────────────────────────────────────────┘
Key features: - Tenant management overview - Platform-wide metrics - System health monitoring - User activity across all tenants
Tenant Admin Dashboard¶
What you see:
┌─────────────────────────────────────────────────────────┐
│ Acme Corp - Tenant Dashboard │
├─────────────────────────────────────────────────────────┤
│ Active POCs: 12 Total Users: 45 │
│ Completion Rate: 72% Avg Duration: 18 days│
│ │
│ User Activity (Last 7 days) │
│ ├─ Sarah Engineer: 8 POCs managed │
│ ├─ Mike Sales: 4 POCs created │
│ └─ Lisa Admin: 15 templates created │
│ │
│ POC Success Rate │
│ ├─ Completed Successfully: 85% │
│ ├─ In Progress: 10% │
│ └─ Cancelled: 5% │
│ │
│ Quick Actions │
│ [+ Invite User] [⚙️ Settings] [📊 Analytics] │
└─────────────────────────────────────────────────────────┘
Key features: - Tenant-wide POC metrics - User management overview - Success rate tracking - Team activity monitoring
Administrator Dashboard¶
What you see:
┌─────────────────────────────────────────────────────────┐
│ POC Management Dashboard │
├─────────────────────────────────────────────────────────┤
│ Task Templates: 42 Task Groups: 15 │
│ Active POCs: 12 Total Resources: 156 │
│ │
│ Template Usage │
│ ├─ API Integration (used in 8 POCs) │
│ ├─ Security Review (used in 12 POCs) │
│ └─ Setup Guide (used in 10 POCs) │
│ │
│ Recent POCs │
│ ├─ Acme Corp Integration (75% complete) │
│ ├─ TechStart Evaluation (40% complete) │
│ └─ GlobalCo Migration (90% complete) │
│ │
│ Quick Actions │
│ [+ Create Template] [+ Create POC] [📚 Library] │
└─────────────────────────────────────────────────────────┘
Key features: - Template library overview - POC list and status - Resource management - Template usage statistics
Sales Engineer Dashboard¶
What you see:
┌─────────────────────────────────────────────────────────┐
│ My POCs Dashboard │
├─────────────────────────────────────────────────────────┤
│ Active POCs: 3 Avg Completion: 65% │
│ Pending Tasks: 12 Due This Week: 2 │
│ │
│ Active Engagements │
│ ┌─────────────────────────────────────────────────────┐│
│ │ Acme Corp Integration ││
│ │ ██████████████░░░░░░ 70% | Due: Feb 15 ││
│ │ 📊 7/10 tasks | 💬 3 new comments ││
│ │ [View POC] ││
│ └─────────────────────────────────────────────────────┘│
│ ┌─────────────────────────────────────────────────────┐│
│ │ TechStart Evaluation ││
│ │ ██████░░░░░░░░░░░░░░ 30% | Due: Feb 20 ││
│ │ 📊 3/10 tasks | ⚠️ 1 blocked ││
│ │ [View POC] ││
│ └─────────────────────────────────────────────────────┘│
│ │
│ Upcoming Deadlines │
│ ├─ ⚠️ GlobalCo POC due in 2 days │
│ └─ 📅 Acme Corp POC due in 5 days │
│ │
│ Customer Activity │
│ ├─ John Doe commented 2 hours ago │
│ ├─ Jane Smith completed task 1 hour ago │
│ └─ Bob Wilson logged in 3 hours ago │
│ │
│ Quick Actions │
│ [+ Create POC] [📋 Task Templates] [👥 Customers] │
└─────────────────────────────────────────────────────────┘
Key features: - Your POC list with progress - Task and deadline tracking - Customer activity monitoring - Quick POC access
Customer Dashboard¶
What you see:
┌─────────────────────────────────────────────────────────┐
│ My POC Engagements │
├─────────────────────────────────────────────────────────┤
│ Active POCs: 1 My Completion: 60% │
│ Tasks Awaiting Review: 2 New Comments: 3 │
│ │
│ Acme Corp Integration POC │
│ ┌─────────────────────────────────────────────────────┐│
│ │ Progress: ██████████░░░░░░░░ 60% ││
│ │ ││
│ │ My Tasks: ││
│ │ ├─ ✓ Completed: 4 tasks ││
│ │ ├─ ⚡ Needs My Review: 2 tasks ││
│ │ └─ 📋 Upcoming: 3 tasks ││
│ │ ││
│ │ Recent Activity: ││
│ │ ├─ Sarah responded to your question ││
│ │ ├─ New resource added to Task 5 ││
│ │ └─ Task 7 marked complete by team ││
│ │ ││
│ │ Timeline: 5 days remaining (Due: Feb 15) ││
│ │ ││
│ │ [View POC Details] [Add Comment] ││
│ └─────────────────────────────────────────────────────┘│
│ │
│ Action Required │
│ ├─ 📋 Review Task 5: API Integration │
│ └─ 💬 Respond to question on Task 3 │
└─────────────────────────────────────────────────────────┘
Key features: - Your POC participation - Tasks needing your review - Recent activity and updates - Action items
Dashboard Widgets¶
POC Progress Widget¶
Shows visual progress for each POC:
┌─────────────────────────────────────────┐
│ Acme Corp Integration │
│ ██████████████░░░░░░ 70% │
│ │
│ Tasks: 7/10 complete │
│ Due: Feb 15 (5 days) │
│ Status: ✓ On Track │
│ │
│ Breakdown: │
│ ✓ Completed: 70% │
│ ⚡ In Progress: 20% │
│ 📋 Not Started: 10% │
└─────────────────────────────────────────┘
Task Status Widget¶
Summary of tasks across all POCs:
┌─────────────────────────────────────────┐
│ Task Overview │
│ │
│ ✓ Completed: 45 tasks │
│ ⚡ In Progress: 12 tasks │
│ 📋 Not Started: 8 tasks │
│ 🚫 Blocked: 3 tasks │
│ │
│ Total: 68 tasks across 3 POCs │
└─────────────────────────────────────────┘
Deadline Widget¶
Upcoming deadlines and overdue items:
┌─────────────────────────────────────────┐
│ Deadlines │
│ │
│ ⚠️ Overdue (1): │
│ └─ TechStart POC (2 days overdue) │
│ │
│ 📅 This Week (2): │
│ ├─ GlobalCo POC (due in 2 days) │
│ └─ Acme POC (due in 5 days) │
│ │
│ 📆 Next Week (1): │
│ └─ StartupXYZ POC (due in 10 days) │
└─────────────────────────────────────────┘
Activity Feed Widget¶
Recent actions and updates:
┌─────────────────────────────────────────┐
│ Recent Activity │
│ │
│ 🕐 2 min ago │
│ Jane Smith commented on Task 5 │
│ │
│ 🕐 15 min ago │
│ You completed Task 8 │
│ │
│ 🕐 1 hour ago │
│ John Doe marked Task 3 complete │
│ │
│ 🕐 2 hours ago │
│ Sarah added new resource to Task 9 │
│ │
│ [View All Activity] │
└─────────────────────────────────────────┘
Customer Engagement Widget¶
Customer participation metrics:
┌─────────────────────────────────────────┐
│ Customer Engagement │
│ │
│ Acme Corp POC: │
│ ├─ John Doe │
│ │ Last active: 2 hours ago │
│ │ Comments: 8 | Tasks reviewed: 7 │
│ │ Engagement: 🟢 High │
│ │ │
│ └─ Jane Smith │
│ Last active: 1 day ago │
│ Comments: 3 | Tasks reviewed: 5 │
│ Engagement: 🟡 Medium │
│ │
│ TechStart POC: │
│ └─ ⚠️ Bob Wilson (low engagement) │
│ Last active: 5 days ago │
└─────────────────────────────────────────┘
Dashboard Customization¶
Widget Arrangement¶
Customize your dashboard layout:
- Click Customize Dashboard
- Drag and drop widgets to rearrange
- Resize widgets by dragging corners
- Hide widgets you don't need
- Click Save Layout
Filter Options¶
Filter dashboard data:
- Date Range: Last 7 days, 30 days, custom
- Status: Active, completed, all POCs
- Priority: High, medium, low priority items
- Role: View data for specific roles
- Customer: Filter by customer organization
Saved Views¶
Create custom dashboard views:
- Configure filters and widgets
- Click Save View
- Name your view (e.g., "High Priority POCs")
- Select view from dropdown to load it
Dashboard Actions¶
Quick Actions¶
Common actions accessible from dashboard:
- Create POC: Start a new engagement
- Create Template: Add task or task group template
- Invite User: Add team members or customers
- View Reports: Generate analytics and reports
- Settings: Configure preferences
Bulk Actions¶
Perform actions on multiple POCs:
- Select multiple POCs (checkboxes)
- Choose bulk action:
- Update status
- Change owner
- Apply tags
- Generate reports
- Archive
- Confirm action
Dashboard Analytics¶
Metrics Tracked¶
Key performance indicators:
POC Metrics: - Total POCs (active, completed, cancelled) - Average POC duration - Completion rate - Success rate - On-time completion percentage
Task Metrics: - Total tasks - Tasks per POC (average) - Completion time (average) - Blocked tasks count - Task completion velocity
Engagement Metrics: - Customer login frequency - Comment activity - Response time - Task review rate - Customer satisfaction indicators
Team Metrics: - POCs per Sales Engineer - Template usage rate - Resource creation rate - Average response time
Trend Visualization¶
View trends over time:
POC Completion Trend (Last 6 Months):
12 ┤ ╭──╮
10 ┤ ╭────╯ ╰─╮
8 ┤ ╭────╯ ╰─╮
6 ┤╭───╯ ╰──
4 ┤╯
└─────────────────────────
Jan Feb Mar Apr May Jun
Performance Reports¶
Generate performance reports:
- Executive Summary: High-level KPIs
- Detailed Analytics: Deep dive into metrics
- Team Performance: Individual and team stats
- Customer Engagement: Participation analysis
- Success Rates: POC outcomes and patterns
Notifications and Alerts¶
Notification Types¶
Stay informed with alerts for:
- Task Updates: Status changes, new assignments
- Comments: New comments on your POCs or tasks
- Deadlines: Approaching or overdue deadlines
- Customer Activity: Customer logins, completions
- Blockers: Tasks marked as blocked
- Milestones: POC phase completions
Notification Settings¶
Configure notifications:
- Go to Settings > Notifications
- Choose notification types
- Select delivery method:
- In-app notifications
- Email notifications
- Both
- Set frequency:
- Real-time
- Daily digest
- Weekly summary
- Save preferences
Alert Badges¶
Visual indicators on dashboard:
- 🔴 Red badge: Urgent items (overdue, blocked)
- 🟡 Yellow badge: Attention needed (due soon)
- 🔵 Blue badge: Informational (new comments)
- 🟢 Green badge: Positive (completed ahead of schedule)
Mobile Dashboard¶
Mobile Optimizations¶
Dashboard adapts for mobile:
- Responsive layout
- Touch-friendly controls
- Simplified widgets
- Priority information first
- Swipe gestures for navigation
Mobile Quick Actions¶
Essential actions on mobile:
- View POC list
- Check task status
- Read and add comments
- Mark tasks complete
- View notifications
Dashboard Best Practices¶
Daily Routine¶
✅ Morning Routine: 1. Review overnight activity 2. Check new comments and questions 3. Identify urgent items 4. Plan your day's priorities
✅ Throughout the Day: 1. Monitor customer activity 2. Respond to comments 3. Update task status 4. Clear notifications
✅ End of Day: 1. Review day's progress 2. Update any pending items 3. Plan tomorrow's focus 4. Check upcoming deadlines
Weekly Review¶
✅ Weekly Tasks: 1. Review all POC progress 2. Analyze trends and patterns 3. Address persistent blockers 4. Update stakeholders 5. Plan next week's priorities
Performance Optimization¶
✅ Use Dashboard Effectively: - Set up custom views for different contexts - Use filters to focus on priorities - Review analytics to identify improvements - Act on alerts promptly - Keep dashboard organized
Troubleshooting¶
Dashboard Not Loading¶
- Check internet connection
- Clear browser cache
- Try different browser
- Check for system updates
- Contact support if persists
Missing Data¶
- Verify filter settings
- Check date range selection
- Confirm you have proper permissions
- Refresh the page
- Review POC access rights
Slow Performance¶
- Close unused browser tabs
- Clear browser cache
- Check network speed
- Reduce active widgets
- Contact support for optimization
FAQs¶
Q: Can I customize which widgets appear on my dashboard?
A: Yes, use the dashboard customization feature to show/hide widgets.
Q: How often does the dashboard refresh?
A: Data updates in real-time for most metrics. Some analytics refresh every 5-15 minutes.
Q: Can I export dashboard data?
A: Yes, use the export feature to download reports in PDF, CSV, or Excel format.
Q: Can I share my dashboard view with my team?
A: Saved views can be shared with team members who have similar roles.
Q: What's the difference between my dashboard and the POC list?
A: Dashboard shows aggregated metrics and summaries. POC list shows detailed information for each POC.
Q: How do I know if there's something urgent?
A: Urgent items are highlighted with red badges and appear at the top of relevant widgets.
Related Documentation: