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Ready-made dashboards

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Each app listed below brings its own dashboard to the Analysis app as soon as it is installed: no setup, no formula to write. The dashboard is published and shared with everyone who can open Analysis, and its figures come live from the app's own records, so it shows your work from the first day. Jaah ships 39 of them, each with about twenty widgets: figures at the top, then charts, lists and pivots. The count of each dashboard below includes the small tiles some of them place above their app's lists.

You see the dashboards of the apps installed in your database. Open one from the dashboard name at the top left of Analysis/Analysis; Your first dashboard walks through one. To change one for yourself or your team, make a copy and change the copy, as Build a dashboard shows.

Dashboard Widgets Its first figures
Law Base Analysis 19 Total Requests, Approved, Pending, Rejected, Clients, Handlers
Law Cases Analysis 20 Total Cases, Won Cases, Active Cases, Lost Cases, Planned Hours, Clients
Law Consulting Analysis 20 Total Consultations, Completed, In Progress, Rejected, Clients Reached, Lawyers Engaged
Law Contracts Analysis 20 Total Contracts, Active Contracts, In Drafting, Contracts, Average Contract, Clients
Law Executions Analysis 20 Total Value, Finished Value, Open Executions, Total Executions, Average Value, Clients
Legal Agencies Analysis 20 Total Agencies, Valid, Expired, Principals, Clients, Active
Correspondence Analysis 20 Total Documents, Registered, Drafts, Currently Lent, Partners, Latest Entry
Documentation Analysis 19 Total Documents, Approved, Pending, Rejected, Authors, Document Types

Finance and sales

Dashboard Widgets Its first figures
Invoicing Analysis 20 Invoiced, Posted, Draft, Documents, Average, Customers
Quotation Analysis 19 Total, Confirmed, Quotations, Orders, Average Order, Customers
CRM Analysis 20 Expected Revenue, Won Revenue, Open Pipeline, Total Leads, Average Deal, Salespeople
Purchase Analysis 20 Total Spend, Confirmed Orders, Open Requests, Orders, Average Order, Vendors
Distributors Analysis 20 Net Total, Confirmed Sales, Draft Pipeline, Distributions, Average Net, Customers
Collection Base Analysis 20 Contract Value, Collected, Outstanding, Contracts, Average Contract, Debtors
eCommerce Analysis 20 Online Revenue, Confirmed, Pending Carts, Online Orders, Avg Order Value, Customers

People

Dashboard Widgets Its first figures
Employees Analysis 14 Employees, Companies, Managers, Coaches, Linked Logins, Birth Countries
Attendances Analysis 13 Worked Hours, Extra Hours, To Approve, Check-ins, Avg Worked Hours, Employees
Expenses Analysis 19 Total Expenses, Approved, To Approve, Expenses, Average, Employees
Time Off Analysis 19 Total Days Off, Approved Days, To Approve, Requests, Avg Duration, Employees
Recruitment Analysis 20 Expected Salary, Hired Salary, In Pipeline, Applicants, Avg Expected Salary, Job Positions
Skills Analysis 13 Skill Entries, Distinct Skills, Employees, Skill Types, Levels, Contributors
Online Jobs Analysis 20 Expected Payroll, Avg Expected Salary, Applications, Candidates, Positions, Recruiters

Operations

Dashboard Widgets Its first figures
Project Analysis 19 Planned Hours, Done Hours, In Progress, Tasks, Avg Hours / Task, Projects
To-Do Analysis 20 Total To-Dos, Done, Open, Planned Hours, Avg Hours, Projects
Inventory Analysis 20 Transfers, Completed, Ready, Backlog, Operation Types, Partners
Manufacturing Analysis 19 Qty to Produce, Produced, In Progress, Manufacturing Orders, Avg Order Qty, Products
Repairs Analysis 20 Repair Orders, Repaired, In Progress, Parts Used, Avg Parts / Order, Customers
Maintenance Analysis 19 Total Requests, Completed, Open, Total Hours, Avg Duration, Equipment Covered
Fleet Analysis 20 Fleet Value, Registered Value, To Acquire, Vehicles, Avg Vehicle Value, Drivers
Lunch Analysis 20 Total Spend, Confirmed Spend, Open Orders, Orders, Avg Order, Diners

Productivity

Dashboard Widgets Its first figures
Activities Analysis 21 Total Activities, Done, Overdue, Open, Logged Hours, Team Members
Calendar Analysis 19 Total Hours, Busy Hours, Meetings, Avg Duration, Organizers, Longest Meeting
Contacts Analysis 20 Total Contacts, Organizations, Individuals, Customers, Vendors, Countries
Surveys Analysis 20 Avg Score, Completed, In Progress, Participations, Avg Points, Respondents

Website and marketing

Dashboard Widgets Its first figures
Website Analysis 20 Page Views, Visitors, Identified Contacts, Avg Pages / Visitor, Countries Reached, Languages
Events Analysis 20 Events, Active, Completed, Total Capacity, Avg Capacity, Countries
eLearning Analysis 19 Watch Time, Published, Trainings, Courses, Avg Rating, Total Views
Email Marketing Analysis 19 Total Mailings, Sent, In Progress, Campaigns, Responsibles, Senders
Marketing Card Analysis 19 Total Cards, Visited, Shared, Campaigns, Contributors, Latest Card

Good to know

  • A ready-made dashboard counts only what each viewer may see: two colleagues can read different figures on the same dashboard.
  • The names are the ones the screen shows; the figures of a dashboard follow its date filter.
  • A dashboard you no longer need can be archived from Analysis/Configuration/Manage Analysis by anyone who may edit it; restoring it brings it back as a draft, to publish again.

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