Unified Dashboard Guide¶
The unified dashboard brings together information from all three applications into one convenient view. See everything you need to know at a glance, without switching between different screens.
What is the Unified Dashboard?¶
Overview¶
The unified dashboard is your command center that displays: - Key metrics from all applications - Recent activities across your systems - Important alerts that need your attention - Quick access to frequently used features
Benefits¶
- Complete picture: See your entire operation in one place
- Time savings: No need to check multiple applications
- Better decisions: All important information at your fingertips
- Early warnings: Spot issues before they become problems
Dashboard Sections¶
Key Performance Indicators (KPIs)¶
What you see: - Sales numbers from customer data - Processing status from Sagacity - Data transfer health from Bridge - System performance from Lift
Why it matters: - Quick health check of your operations - Immediate visibility into important trends - Early warning of potential issues
Recent Activity Feed¶
What you see: - Latest customer interactions - Recent data processing jobs - System updates and changes - User actions across applications
Why it matters: - Stay informed about what's happening - Track team activity and productivity - Monitor system changes and updates
Alerts and Notifications¶
What you see: - System warnings that need attention - Data processing errors or delays - Security notifications - Maintenance reminders
Why it matters: - Address problems quickly - Prevent small issues from becoming big ones - Stay on top of system maintenance
Quick Actions Panel¶
What you see: - Shortcuts to common tasks - Direct links to frequently used reports - Quick access to important applications - One-click operations for routine tasks
Why it matters: - Speed up daily workflows - Reduce clicks to get things done - Access important features immediately
Using the Dashboard Effectively¶
Daily Routine¶
Morning Check: 1. Review overnight activity 2. Check system health indicators 3. Address any alerts or warnings 4. Plan your day based on priorities shown
Throughout the Day: - Monitor real-time updates - Use quick actions for common tasks - Check alerts as they appear - Track progress on key metrics
End of Day: - Review daily performance - Address any remaining alerts - Plan for tomorrow based on trends
Customization Options¶
Widget Arrangement: - Drag and drop widgets to organize your view - Resize sections based on importance - Hide widgets you don't need - Create multiple dashboard layouts for different roles
Data Filters: - Filter by date ranges - Focus on specific departments or teams - Show only critical alerts - Customize metric displays
Notification Settings: - Choose which alerts appear on dashboard - Set urgency levels for different types of notifications - Configure email or mobile notifications - Customize alert frequency
Understanding Dashboard Data¶
Real-Time vs. Historical¶
Real-Time Data: - Current system status - Active user sessions - Live transaction processing - Immediate alerts and warnings
Historical Data: - Trends over time - Comparison with previous periods - Performance patterns - Long-term analysis
Data Accuracy¶
- Information updates every few minutes
- Source applications provide real-time feeds
- Automatic data validation ensures accuracy
- Timestamps show when data was last updated
Data Sources¶
Each dashboard element shows which application provides the data: - Sagacity: Data processing metrics and quality indicators - Bridge: Connection status and data transfer rates - Lift: User activity and system performance - Combined: Integrated metrics that span multiple applications
Common Dashboard Views¶
Executive Summary¶
Perfect for: Senior management and overview needs Shows: - High-level KPIs - Major trends and changes - Critical alerts only - Strategic metrics
Operations View¶
Perfect for: Daily operations management Shows: - Detailed activity feeds - All system alerts - Processing queues - Team productivity metrics
Technical View¶
Perfect for: IT and technical teams Shows: - System performance details - Data flow monitoring - Error logs and diagnostics - Integration status
Department-Specific Views¶
Perfect for: Individual teams and departments Shows: - Relevant metrics for specific roles - Department-specific alerts - Team activity summaries - Role-appropriate quick actions
Troubleshooting Dashboard Issues¶
Data Not Updating¶
Possible causes: - Connection issues with source applications - Browser cache problems - System maintenance in progress
Solutions: - Refresh your browser - Check system status page - Contact support if issues persist
Missing Widgets¶
Possible causes: - Permissions don't include access to certain data - Widget settings were changed - Application maintenance
Solutions: - Check with your administrator about permissions - Reset dashboard to default layout - Review customization settings
Slow Loading¶
Possible causes: - Large amounts of historical data - Network connectivity issues - High system usage
Solutions: - Reduce date ranges for historical views - Check internet connection - Contact IT support for performance issues
Best Practices¶
Daily Use¶
- Start each day by checking the dashboard
- Set up notifications for critical issues
- Customize views for your specific role
- Review trends regularly to spot patterns
Team Collaboration¶
- Share dashboard views with team members
- Use common layouts for consistency
- Discuss alerts in team meetings
- Document responses to recurring issues
System Maintenance¶
- Keep browsers updated for best performance
- Clear cache if experiencing issues
- Report problems to support quickly
- Participate in training when new features are added
Getting Help¶
Built-in Help¶
- Tooltips: Hover over elements for quick explanations
- Help links: Click question marks for detailed information
- Getting started tour: Available for new users
Support Resources¶
- User documentation: Complete guides for all features
- Video tutorials: Visual walkthroughs of common tasks
- Training sessions: Live or recorded training available
Contact Support¶
- Technical issues: Contact IT support for system problems
- Feature questions: Reach out to application specialists
- Training needs: Request additional training sessions
The unified dashboard is designed to make your work easier and more efficient. Take time to customize it for your needs, and don't hesitate to ask for help getting the most out of this powerful tool.