Dashboards and Charts
What is a dashboard
A dashboard is an analytics panel with charts and counters that show real-time statistics on your entities' records. It's available from the App Management → Dashboards menu or at /dashboards.
Each dashboard consists of a set of charts (widgets); each chart is built on a single entity — using a selected group-by field and a period — and refreshes on demand or automatically.
Dashboard examples
The specific set of dashboards and charts you see depends on which entities and charts are configured for your organization. Below are examples of dashboards typically set up for common scenarios (illustrative, not a ready-made out-of-the-box list):
| Scenario | Example dashboard | What it shows |
|---|---|---|
| IT support | Ticket dashboard | Tickets by status, by priority, trends over time |
| CRM | Sales funnel | Deals by stage, customers by status, sources |
| HR | Workforce | Employees by status, leave by type |
| Projects | Project management | Tasks by status, by priority, active projects |
Viewing a dashboard
- Go to the Dashboards section in the left menu
- Select the dashboard you need from the list
- Chart data loads automatically
Chart types
Charts are built on the ECharts library and support several visual types:
| Type | Description |
|---|---|
| Line (line) | Value trend over a period |
| Area (area) | A line with the area beneath it filled in |
| Bar (bar) / Horizontal Bar (horizontal_bar) | Comparing values across categories |
| Pie (pie) / Doughnut (doughnut) | Distribution across categories (e.g., by status or priority) |
| Funnel (funnel) | Sequential stages (e.g., a sales funnel) |
| Gauge (gauge) | A single value against a range |
| Scatter (scatter) | Spread of values |
Besides the visual type, each chart has additional settings depending on its type: color, legend display, line/bar thickness, fill opacity, point size, "donut" mode for pie charts.
Chart period and data grouping
Each chart is built on a single entity and period:
| Period | Description |
|---|---|
| 24 Hours | The last 24 hours |
| 7 Days | The last 7 days |
| 30 Days | The last 30 days |
| Month | The current calendar month |
| Custom Days | A specified number of recent days |
The Group By (Category Field) field determines what the chart's bars/segments show:
- If no group-by field is set, the chart plots a trend by record creation date (how many records were created over the selected period, by day/hour)
- If a group-by field is set (e.g. "Status" or "Priority"), the chart shows the distribution of records across that field's values over the period
You can add data filters to a chart — conditions of the form "field — operator (=, ≠, >, <, ≥, ≤, contains) — value"; all filters on a chart are applied simultaneously (AND logic). For example, "Status = 4" or "Created < 2025-11-12".
Editing a dashboard and its charts
Administrators and users with edit permissions can change the dashboard and its set of charts:
- Open the dashboard in edit mode
- Add a chart and select it in the list on the left
- On the General tab, set the chart's label (in each language) and an internal description
- On the Data tab, choose the target entity, the group-by field, and the period (and, if needed, the number of days)
- On the Appearance tab, choose the visual type, width (full row or half), and type-specific styling options
- Configure data filters if needed
- Save
Auto-refresh
In dashboard view mode, you can enable automatic refreshing of all charts:
- Off — manual refresh only
- 30 seconds — for real-time monitoring
- 1 minute — standard mode
- 5 minutes — background mode
An indicator next to the toggle shows whether auto-refresh is active and how many seconds remain until the next refresh.
Charts as standalone objects
Each dashboard chart isn't just a setting inside a dashboard — it's a separate record (a "Chart" object) that's always linked to a specific dashboard via the Dashboard field. Charts have their own section in the system, not directly tied to the dashboard screen:
| Address | Purpose |
|---|---|
/charts | A list of all charts across all dashboards |
/charts/:id | View and edit a specific chart — the same settings form (entity, type, period, grouping, filters, styling) as when editing a chart inside a dashboard |
The "Charts" section is currently hidden from the menu (the menu.dashboards.graphs entry is commented out), but it's functional — you can open it directly at /charts. The practical use of a separate chart list is to quickly find and edit a specific chart anywhere in the system without opening the dashboard it belongs to; a link to the "parent" dashboard is shown right in the chart's form.
Creating a new chart through the /charts/new wizard assumes the chart is initially created inside a dashboard (via the + Add button on the dashboard edit screen) — that's how a chart gets its required link to a dashboard.
See also
- Entities overview
- Categorization — a chart's group-by field often uses a category or a state model
- Calendars — an alternative way to visualize records with dates