Dashboards
Your dashboard is the portal into Vantagepoint business development, project, and accounting information. It brings key data together on one page so users can view, filter, segment, and present what matters most.
Create Dashboards
Build a dashboard shell, add content, and save it for the right audience.
Open topicAdd Dashparts
Populate dashboards with existing dashparts and refine their layout.
Open topicCreate Personal Dashboards
Follow the correct workflow for either save-for-all or personal-only roles.
Open topicAssign Access Rights
Share dashboards with roles or employees while keeping security aligned.
Open topicDashpart Designer Form
Open the designer and understand the key options that shape a dashpart.
Open topicWhy dashboards matter
A Vantagepoint dashboard gives users a focused view of business information without jumping across multiple parts of the application. Depending on how the dashboard is designed and secured, users can:
- View dashboards and dashparts that are based on hub records.
- Filter, sort, and segment data while reviewing dashboard content.
- Retrieve records from pre-selected lists or targeted queries.
- Refresh dashparts to reflect saved changes.
- Create or modify dashboards and dashparts when their access rights allow it.
- Create personal dashboards that only they can access.
- Export dashpart data as a CSV file.
Every dashpart runs its own database query when the dashboard loads. The number of dashparts, the columns you expose, and the filters you apply all affect performance and usability.
Dashparts and role-based access
Dashboard content is divided into dashparts. A dashpart can be a chart, a table, a KPI, a favorite report, or another focused view that surfaces a specific slice of information.
Tabs are a good example of how modernized help can clarify the same feature for different audiences:
- Viewers and managers
- Designers and admins
If you mainly consume dashboards, the important points are whether the right dashboards are visible to you, whether you can filter and sort the displayed information, and whether your role allows access to the dashparts and columns included on the page.
If you design dashboards, your focus is different: you need the correct access rights, a clear purpose for each dashboard, the right dashpart mix, and a structure that performs well when users open the page.
If a user does not have access to a dashpart, dashpart base, or dashpart base column, Vantagepoint does not simply show partial content without explanation. Instead, users may see the dashpart hidden entirely or receive a message explaining that they do not have permission to view the data.
Design considerations
Use the following principles when you build dashboards for a real audience:
- Start with one clear business purpose for the dashboard.
- Keep the dashpart mix small and focused before expanding.
- Design for the user role that will actually consume the content.
- Check how access rights affect the dashparts and columns you include.
- Test the dashboard with realistic data and filters before sharing it broadly.
Optional consideration: tablets and smartphones
When Vantagepoint is accessed from a tablet or smart phone, the Edit Mode toggle is disabled because those devices do not support the drag-and-drop interactions used to build and rearrange dashboards.
Video
Role security for dashboards
This embedded video shows how the help experience can combine guided text and short-form training media on the same page, so users can read the process and then immediately watch a focused walkthrough.
Role Security for Dashboards
See how security settings shape who can work with dashboards and dashparts.