Estimated reading time: 5 minutes

Pipefy has a native BI tool, called Dashboards, designed to facilitate the organization, visualization, and analysis of all data from your processes.

Create your own charts, correlate data, and visualize information in different formats with this tool.

Navigate through the topics to learn more:

  1. How to create a Dashboard

  2. Dashboards pricing

  3. Members and permissions

  4. How to collect and analyze data with Dashboards

  5. Charts presentation

  6. Usage examples

1. How to create a Dashboard

Access the Dashboards tool on your pipe's header.

Click on create dashboard.

Then, click on Add chart and start to populate your Dashboard.

You can also edit and delete dashboards:

View them on full screen:

And search for specific Dashboards using filters. If you filter by date, only charts that have a defined time will appear.

If you want, use a sample as a model to create a Dashboard quickly.

2. Dashboards pricing

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

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

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

3. Members and permissions

📌 Only administrators can create and delete Dashboards, in addition to setting other users' permissions.

To define what type of permission a user should have, click the three-dot button and select the desired option.

There are 3 types of access:

  1. View and Edit: Users can view the Dashboard and edit any information contained therein.

  2. Read Only: Users can see the Dashboard but cannot edit any information.

  3. Don't show dashboard: Users will not have access and will not be able to see the Dashboard.

Furthermore, only administrators and members of a pipe are able to view and use samples, explore data options, and create dashboards.

4. How to collect and analyze data with Dashboards

Your Dashboard charts are composed of:

  • Metrics

  • Dimensions

  • Time

Metrics

These are quantitative data, that is, numerical values ​​that can be counted, such as number of cards, lead time hours, among others.

With the metrics we can calculate the sum, average, minimum value, and maximum value.

Dimensions

These are the qualitative data from your pipe, which does not involve calculations or mathematical functions within a Dashboard.

Some options are: card titles, tags, current phase, or the name of an assignee.

📌 As there are no limits on the amount of dimensions in charts, but be careful when adding them because this can make it difficult to read and parse. If you need to use many dimensions, we recommend viewing your chart in table format (see item 5).

Time

Use this parameter to enter a time range in your analysis, which can be relative to the last 7 days, the last month, all time, etc.

Here, you can choose different time ranges to filter your data and get more specific insights into certain periods.

Filters

Add filters to find specific information and add it to your charts. For example: finished at → equals → specific date.

How to use metrics, dimensions, and filters

It all depends on what information you want to extract and how you want to do it.

For example, in a purchasing process, to get the total amount spent by department, you can set the total amount spent as a metric and the payment method as a dimension.

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

In this case, you can add a filter that excludes it from the chart while the other departments remain visible.

Filters can be adapted according to your needs, with different fields such as managers, areas, request types, etc.

5. Chart presentation

When creating a chart, you can also choose how to view your data.

Determine the chart format that best suits your demands, such as lines, bars, areas, pie, charts, and numbers, for example.

See a practical example:

Let's say you chose the total amount sum as the metric and the payment method as the dimension. The selected time period is from all time, that is, from the date the pipe was created.

In table format, the graph looks like this:

And in pie format, it looks like this:

You can also edit the type of value displayed on the charts, such as percentage, value, amount, or whatever best fits your scenario.

When your chart is ready, just click Save chart and preview it in the Dashboard.

How to use drill-down

Drill-down is a “second layer” of analysis. By clicking on the chart you previously configured (selecting the fields you want to analyze in the future), you can get a greater level of detail, which is not shown directly in the chart itself.

6. Usage examples

Use Pipefy's native BI tool to:

  • Collect data from all your pipes

  • Build custom reports

  • Translate numbers into graphs in a few clicks

  • Monitor the performance of your processes

  • Eliminate processes bottlenecks

  • Gain valuable insights to optimize your work

See some practical examples:

Human Resources:

Create Dashboards to view time spent on recruiting and employee performance.

Financial:

Monitor spending by department and response time to purchase requests.

Customer Service:

Check onboarding time and customer segmentation.

Marketing:

Measure the execution speed and types of requests received.

Information Technology:

Track ticket resolution time and ticket volume.

Sales:

Evaluate conversion rates, average value of deals, and goals achieved by the team.

Development:

Check implementation speed and product cycle time.

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

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