The numbers you need, the jobs that need attention, the information that drives your next decision... all on one screen.
The numbers you need, the jobs that need attention and the information behind your next decision, all on one screen.
How many jobs are sitting in drafting? Which tenders expire this week? What’s outstanding in claims? With Customisable Dashboards, you decide what you see and how you see it. Turn your searches into live tiles and build dashboards around your role and the way you work, with no more re-running searches or waiting on reports.
BUILD DASHBOARDS THAT WORK THE WAY YOU DO
Visualise the information that matters. Information is displayed visually in a way that makes the metrics make sense - interactive counters, comparisons, bar and donut charts, lists and maps. Arrange, resize and colour your tiles to suit your preferences, and choose which dashboard appears when you log in. Add any widget that matters from a comprehensive menu.
Put insights where you need them. Select a main dashboard as your login page then create a collection of separate dashboards for different roles, or business units. From the main menu, simply switch between dashboards to view the data for each operation.
Turn searches into live dashboard tiles. Pin any search as a widget to your dashboard. Give it a name and choose how the information is displayed. From the headline figure, one click drills down into the underlying records behind the number.
Get started quickly and keep dashboards relevant. Use ready-made templates for roles across the business, from Sales Managers and Estimators to Contract Administrators, Supervisors, Maintenance Coordinators and Owners, then customise them to suit your workflow. Tiles refresh automatically, and administrators can transfer dashboard ownership to other team members when someone leaves the business.
SEE YOUR BUSINESS DIFFERENTLY
Customisable Dashboards put more control in your hands. Build the views that support the way you work, keep important information in sight and drill directly into the metrics that need your attention.
Ready to build your dashboard your way? Talk to your ClickHome consultant for more information or to arrange a demonstration.
For technical details, read the ClickHome27 Update 2 release notes.