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Reports/Dashboard menu will be displayed as Dashboard if the installation has Dashboard license else it will be displayed as Reports
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The dashboard is a powerful tool that allows users to utilize an advanced data analytics engine to visualize and trill into ProTrack's labor management data. The Business Intelligence (BI Pro) tool requires no technical knowledge to create data visualizations which can be easily filtered and explored. By default, there are several included dashboards which cover many of the most common labor management KPIs. Users can duplicate, extend, and customize these dashboards to cover additional reporting needs. Additional dashboards can also be created from scratch as dictated by business needs.
From the top menu, select Reports → Dashboard
The Analytics tab contains all of the Dashboards that have been created by, or shared with, the logged in user. Choosing a dashboard from the left-hand menu loads the dashboard in the middle pane. The right panel contains a list of filters that can be applied to all widgets on the currently selected dashboard to see data for a specific date range, set of facilities, group of employees, etc.
Dashboards
By default, several dashboards have been created with most of the commonly used labor management KPIs in mind.
Dashboard Name | Description |
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Coaching | The Coaching Dashboard contains several metrics related to observations. |
Daily Analytics | The Daily Analytics Dashboard includes most information a supervisor would want to view on a daily basis. Widgets related to Performance, Utilization, and Volumetrics are found here. |
Executive Summary | The Executive Summary Dashboard contains several charts and graphs which allow executives to track cost and performance metrics across multiple facilities at a glance, all in one place. |
Hours Analysis | The Hours Analysis Dashboard allows visibility into the numbers of hours behind or ahead of standard. Graphs and charts on this report break this information down by Activity and Employee. |
Manager Summary | The Manager Summary Dashboard tracks performance and utilization metrics across multiple facilities, further broken down by supervisor and employee. This Dashboard also includes performance trends and volumetrics. |
Savings | The Savings dashboard shows the amount of actual dollars saved by tracking and improving the performance of your employees, based on the difference in performance from when the software was first implemented. Widgets include data broken down by week, month, and facility. |
Your pulse is a centralized location where you can stay on top of your most important KPIs across multiple dashboards, and manage your data alerts.
You can consolidate and monitor important aspects of your business by adding important values from various dashboards to the Pulse page.
Widgets with single values can be added to your pulse by hitting the 3 dots in the upper-right corner of the widget.
Alerting can be set for each widget individually as they are added to pulse. There are three ways this alerting can be set up:
The Advanced button allows you to customize the filters on the Pulse, and where Alerts will be sent when they are generated.
Clicking on will show the notifications. Alerts generated by Pulse widgets will appear here.
Dashboard | Description |
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Performance | Dashboard geared towards displaying performance related items of the corporation (i.e. performance distribution, labor capacity, areas that have the most hours, etc). |
Analytics | Dashboard geared towards displaying data tied to order and line counts. |
Volumetrics | Dashboard geared towards displaying data tied to number of cases, pallets, weight, cube, etc counts. |
Cost Savings | Dashboard geared towards displaying how much money, in dollars, the corporation has saved or lost by implementing an LMS and other projects that will improve efficiency and throughput. |
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From the popup menu, select which level to view the data.
To save permanently, find setup menu in the right hand corner of the desired widget.
Choose Save As.
In pop up window navigate up a folder level. select Public Components, then open Dashboard folder.
Menu Option | Description |
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Go Down | Lists the next lower level on the hierarchy of data capture (Region > Facility > Department > Supervisor > Tasking Group > Activity Group > Activity). |
Go Up | Lists the next upper level on the hierarchy of data capture (Activity > Activity Group > Tasking Group > Supervisor > Department > Facility > Region). |
Go To | Jump directly to a level of data and all regions will be updated to display info at the newly selected level. |
Go to By Value | Jump directly to a level of data but only the selected region will display info at the newly selected level. For example, right click on East region and Go to By Value Facility. Data will be displayed for only the facilities tied to the East region. |
You have the ability to create your own dashboard if you do not like the 4 dashboards that come out of the box from installation.
By changing the date range and the filters on the dashboard, all the widgets within that dashboard will update to the selected values.
Click on the parameter icon on the left side of the screen.
Alternatively, you can change the date range and filters on a single widget instead of the entire dashboard.
You can specify which dashboard you would like to see as a default when you open up the dashboard.