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 to identify opportunities and improve your operation. Check some use cases below.
Where to find it
Access the Dashboards tool on your pipe's header.
Click on create dashboard.
Then, click on Add chart and start to add data to your Dashboard.
If you prefer, use a sample as a model to create a Dashboard quickly.
🔔 Attention: If you use sample Dashboards, avoid deleting fields that are listed on your charts, since it can break some data.
To add a new or edit a sample Dashboard, you can acquire the Pro Dashboards version and customize everything at will.
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.
Members and permissions
To define what type of permission a user should have, click on the three-dot button, then on set permissions.
There are 3 types:
View and Edit: Users can view the Dashboard and edit any information contained therein.
Read Only: Users can see the Dashboard but cannot edit any information.
Don't show dashboard: Users will not have access and will not be able to see the Dashboard.
📌 Admins and members can create and edit Dashboards. Only administrators can delete them and set permissions for other users.
Furthermore, only administrators and members of a pipe are able to view and use samples and explore data options.
Pipefy's native BI tool is great 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:
Create Dashboards to view time spent on recruiting and employee performance.
Monitor spending by department and response time to purchase requests.
Check onboarding time and customer segmentation.
Measure the execution speed and types of requests received.
Track ticket resolution time and ticket volume.
Evaluate conversion rates, average value of deals, and goals achieved by the team.
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.
Join the Pipefy Community to share feedback about our product, ask questions, and stay on top of what's new.
Learn to use all the features of our platform in free courses at Pipefy University.