Estimated reading time: 5 minutes
🔔 Attention: the feature is in beta testing and you can test it for free for now. Once we release Dashboards officially, customers will be able to choose between free and paid versions of the feature with different levels of customization. Check the pricing section at the end of this article for more information.
There is a new way to gather, track, view and analyze data in Pipefy. Meet Dashboards, a brand new feature that makes it easy to identify bottlenecks, have insights to optimize your processes and achieve greater results.
What you can do with Dashboards
Dashboards allow users to create their own metrics and charts without the need to plug in third-party BI apps. It’s a self-service and native BI add-on that empowers users to extract the exact data they want and visualize it in multiple ways.
With Dashboards, you can:
- Choose the data you want to pull and combine it to build custom reports with a no-code interface, putting you in total control to create data visualizations.
- Translate data into different types of charts in a few clicks. Choose among lines, areas, bars, pies, tables, calendars or numbers to find the best format to simplify complex data and monitor it at a glance.
- Understand your workflow performance, wipe out bottlenecks and get actionable insights to optimize your operation. Make Dashboards 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: requests' resolution time, ticket volume;
- Sales: conversion rates, team hitting quota, average deal sizes;
- Development: team velocity, headcounts, product cycle time;
- And much more!
Only members with a pipe admin's permission level can enable them inside a pipe. To enable Dashboards, just access the Pipe Tools located in the upper right corner of the pipe’s header. Then, click on the apps button to check all apps you can add to the pipe; Dashboards will be available here. Once the add-on is active, you can access it from the pipe's header. Check the example:
Creating and editing Dashboards
To learn how to create and edit your Dashboards, watch the video below:
The permissions to create and edit Dashboards will depend on your Dashboards plan:
What is included in the Default Dashboards?
The Default Dashboards, part of the free plan, are the Dashboards included within the templates of the Template Gallery. It is possible to explore the data and extract new data through the Explore button. However, it is not possible to save new charts and customize Default Dashboards; you will only see the version that comes with the template from the Template Gallery. To edit Dashboards, you need to acquire Pro Dashboards.
You can edit existing template fields at will; they will be updated in the Default Dashboard provided in the template. However, avoid deleting fields that are listed in the Default Dashboards because this can break some data. Check out some of the main templates that have Default Dashboards included:
- Accounts Payable
- Accounts Receivable
- Customer Onboarding
- Human Resources Requests
- Marketing Requests
- Purchase Process
🔔 During the beta testing, all companies will have access to Dashboards Pro.
What kind of data can I use in my Dashboards?
Dashboards' main page is where all of your charts will be presented. You can view, edit, rename and delete any chart here. It’s even possible to change their size to fit the screen as you wish.
To create a new chart from scratch, just click on the button + Add Chart and begin the customization. Here’s where you’re going to build the Dashboard based on three main indicators:
- Measures: numerical values, like lead time, on which mathematical functions can be applied. They can be numbers, currencies and Pipefy-related fields, such as card counting. Create charts with the average purchase price for a specific sector, check the number of software licenses that a particular department consults, and more;
- Dimensions: qualitative data that don't integrate calculations, such as dates, assignees, phases, labels and so on; the general attributes and fields of the cards;
- Time: dimensions based on time and that can be grouped by granularity. For instance, the last 30 days, the last 7 days, daily data etc. You can choose the period you want.
From card count to lead time (which is counted from the moment the card is created until its completion), you can set different combinations to analyze indicators such as card attributes, assignees, phases, due dates and so on. Here, you can also choose the chart formats that best fit your demands, like pies, tables, numbers, lines, areas, calendars and bars.
When all the customization is finished, just click on the button + Add To Dashboard and check the new chart. This way, you can set what’s relevant for you and keep up with the data whenever you want.
When to use filters, dimensions and drill down?
It all depends on the information you want to extract and how you want to extract it. For example, in a purchasing process, to obtain the total value of orders by department, you can select the total value in measure and in the dimensions choose the departments. Then select a type of chart of your preference; a pie chart is great for visualizing this type of data.
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. 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. You can choose filters or dimensions, it all depends on your scenario and the information you want to extract at the moment, whether you want a more dynamic chart or not.
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.
How 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.
Pricing: choose the plan that fits your needs
During the beta period testing, all companies will be able to use Dashboards Pro for free. After this, customers will be able to choose between Dashboards Basic and Dashboards Pro:
🔔 Attention: it is not possible to purchase Dashboards for only a few users. Dashboards will be charged by every user in the company, monthly.
1 - Who will be able to continue using Dashboards after the beta period is over?
Dashboards will be available to all customers following the conditions presented in the pricing table shown above.
2 - 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 admin user of a pipe enables the feature. After that, all users will be able to use it.
3 - 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.
4 - What are the differences between Dashboards and Reports?
Pipe Reports still operates normally but have customization and combinations limitations when compared to Dashboards:
- 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.