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Dashboards make it easy to gather, view and analyze data from your processes in Pipefy.

It's a self-service app that empowers you to gather the exact numbers you need and to visualize them in multiple ways. Create your own metrics and charts without the need to integrate third-party BI tools.

🔔 Dashboards are still on the Beta version, which means we're still working on improvements. For more pricing information, read this topic.

With Dashboards, you can:

  • Get data from your pipes and build custom reports with different types of data visualizations;

  • Translate your numbers into charts in few clicks: choose among lines, areas, bars, pies, tables, calendars (and many other formats) to simplify complex calculations and monitor it at a glance!

  • Understand your workflow's performance, wipe out bottlenecks and get actionable insights to optimize your work. Dashboards it's your greatest ally to break down data into stories that impress business leaders and show clear value.

Dashboards can be built to check metrics in different areas, such as:

  • Human Resources: time to hire candidates, employee performance;

  • Finance: dollars spent per department, purchase request lead time;

  • Customer Service: onboarding time, customer segmentation;

  • Marketing: execution speed, request types;

  • IT: resolution time, ticket volume;

  • Sales: conversion rates, team hitting quota, average deal sizes;

  • Development: team velocity, headcounts, product cycle time;

And, much more! You choose how to use Dashboards in your favor!

Enabling Dashboards

🔔 To enable Dashboards, you must have the Administrator member permission in this pipe.

To enable Dashboards, click on Tools, located at the upper right corner of your pipe. Then, click on the Apps – Dashboards will be available there.

Once the add-on is enabled, you can access it from the pipe's header.

The permissions to create and edit Dashboards depend on your Pipefy plan.

What is included in the Basic Dashboards plan?

If you have a free Pipefy account, you can enable a basic version of Dashboards, which is the one that comes with the template you've downloaded via the Template Gallery.

Templates that include sample Dashboards:

  • Accounts Payable

  • Accounts Receivable

  • Customer Onboarding

  • Human Resources Requests

  • Marketing Requests

  • Purchase Process

  • Recruitment

To add new or edit a sample Dashboard, you can acquire the Pro Dashboards version, and customize everything at will.

🔔 If you use sample Dashboards, avoid deleting fields that are listed on your charts, since it can break some data.

Creating a Dashboard

  • To create a new Dashboard, click Add Dashboard.

  • Then, start populating your Dashboard with different types of charts. To do so, click Add Chart.

You can create many different types of charts and add them to a Dashboard.

What kind of data can I use?

Measures

Are numerical values that will segment your data. You can extract many types of numerical data from your pipe, like lead time, count (of cards, assignees, and more), an average of currencies, and more.

As an example, you can create a chart with the average purchasing price for a specific department. Or, the number of candidates that were approved in a Recruitment Process.

Dimensions

Are qualitative data, like due dates, assignees, labels, phases' names, and others. They usually don't integrate calculations or mathematical functions within a Dashboard.

Dimensions are really useful for you to categorize different types of fields in your pipe. If you need to calculate certain numerical values within your process, for instance, you can set up a different measure (not a dimension).

Time

Are based on time ranges, such as the last 30 days, the last 7 days, daily data, etc. Here, you can choose different time ranges to filter your data and get more specific insights on time periods.

Chart views

While creating a chart, you can also choose how you would like to view your data.

Set the chart formats that best fit your demands, like pies, tables, numbers, lines, areas, and bars, for example.

Example: Measure is the total amount (sum) and Dimension is the card's title. Time is set for all time (since the pipe is created). You are viewing the chart in a Table format.

When all the customization is finished, just click on Save and check the new chart.

When to use measures, dimensions, filters, and drill-down?

It all depends on the information you want to extract and how you want to get it.

Measures and dimensions

For example, in a purchasing process, to obtain the total value of orders by department, you can set the total value of a purchase as a measure and in the department as a dimension.

It is also possible to edit the type of value displayed in the charts, like percentage, value, actual amount or whatever best matches your scenario.

Filters

Let's say you don't want to add one of the departments to this chart, for example, the executive department that doesn't need any approval for purchase orders.

In this case, add a filter that excludes the department from the chart while all others are visible.

The filters adapt according to your needs, with different fields, such as managers, areas, types of requests, etc.

Drill-down

The drill-down is a second layer of analysis. By clicking on the chart in which you made the drill-down configuration before (selecting the fields you want to analyze further), it’s possible to obtain a greater detail level, which is not displayed directly on the chart itself. But remember, you have to set up the drill-down first.

Keep in mind that there is no dimensions limit in the charts. As you add more and more, the chart can be hard to read and analyze, so it is recommended that you change the format to a table.


FAQ

  • How do Dashboards read conditional fields?

If a field is hidden by a conditional rule and is empty, it will have no value.

If it was filled in but hidden by a conditional rule, it will continue to have the same value shown in the chart.

It does not matter if it is being displayed or not in the process by a conditional rule.

  • Will all of my users have access to Dashboards?

All users in the company can use Dashboards.

However, this will only be possible if the Administrator of a pipe enables the feature. After that, all users will be able to use it.

  • Can I purchase Dashboards only for a few users?

No, you have to buy the feature for all the company users. The pricing is directly related to the number of users in the company, as you can see in the pricing table.

  • What are the differences between Dashboards and Reports?

Pipe Reports still operates normally, but have customization and combinations limitations when compared to Dashboards.

With Reports, even though you can gather and filter cards’ information to export as tables, it’s not possible to visualize the info in charts.


If you have any questions, don’t hesitate to talk to our team.

We’re eager to see you try Dashboards, a feature in which you can combine data and charts with total control and no need to understand codes or big formulas!

Start to build now the key metrics you want and unlock a higher level of knowledge to deliver better results.

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