📊 Dashboard

Visual analytics and dashboard creation in AMIGO for program oversight and reporting

📖 Introduction

Dashboards in AMIGO provide visual representations of key metrics, KPIs, and program health indicators. Each dashboard component is linked to an underlying report, allowing you to create powerful visual displays that help stakeholders quickly assess program status.

🔗 Schema

Report (Data Source)
    ↓
Dashboard Component (Visualization)
    ↓
Dashboard (Layout Container)
    ↓
Dashboard Folder (Access Control)

Key Relationship: Each dashboard component has a 1:1 relationship with a single report. However, the same report can be used in multiple components on a dashboard.

📋 Dashboard Types

Program Dashboard

Overview of program-level metrics:

Project Dashboard

Project-specific metrics and status:

Personal Dashboard

User-specific views and tasks:

Governance Dashboards

Pre-built dashboards for RAID management:

• Risk Register Dashboard
• Issue Log Dashboard
• Change Request Dashboard
• Key Decision Dashboard
• Lesson Learned Dashboard

⚙️ Available Features

New Dashboard

Create a new dashboard:

1. Navigate to Dashboards tab
2. Click New Dashboard
3. Enter dashboard details: | Field | Description | |——-|————-| | Name | Dashboard title | | Description | Purpose and audience | | Folder | Storage location (affects access) |
4. Click Create
5. Add components (see below)

Adding Components

1. Click + Component on the dashboard
2. Select source report
3. Choose visualization type:

1. Configure component settings:
   • Title
   • Drill-down report
   • Display units
   • Sort order
2. Click Add

New Folder

Organize dashboards in folders:

1. Navigate to Dashboards tab
2. Click New Folder
3. Enter folder name
4. Set access: | Option | Description | |——–|————-| | Private | Only you can access | | Public | All users can view | | Shared | Specific users/roles/groups |
5. Click Save

Dashboard Rearranged by Category

Organize dashboard components:

1. Open the dashboard in Edit mode
2. Drag components to rearrange
3. Create sections by category:
   • Status - Progress and completion metrics
   • Quality - Testing and defect metrics
   • Risk - RAID indicators
   • Financial - Budget and cost metrics
4. Click Save

🎨 Customization Options

Layout Options

Component Sizing

• Small: 3x3 grid units
• Medium: 6x3 grid units
• Large: 9x6 grid units
• Custom: Drag to resize

Filters

Add dashboard-level filters:

1. Click + Filter in edit mode
2. Select filter field (e.g., Program, Project, Date)
3. Set default value (optional)
4. Enable filter for relevant components

Refresh Settings

💼 Business Usage

PMO Application

Dashboards support critical visibility activities:

• Executive Reporting: Provide at-a-glance program status
• Steering Committee: Support governance meetings
• Team Visibility: Show team members their impact
• Trend Analysis: Identify patterns over time

Common Use Cases

• Weekly Status Meetings: Display program dashboard
• Risk Reviews: Show risk heat maps and trends
• Resource Planning: Visualize utilization and capacity
• Quality Gates: Track testing progress and defects

Dashboard Best Practices

1. Know Your Audience: Design for the intended viewer
2. Focus on Actionable Metrics: Show data that drives decisions
3. Keep It Simple: Limit to 6-8 components per dashboard
4. Use Consistent Colors: Establish a color scheme (red=risk, green=good)
5. Include Context: Add benchmark lines and targets

🔐 Access Control

Folder-Based Security

Dashboard access is controlled by folder:

Running User Options

📚 References

• Reports - Report creation guide
• Report and Dashboard - Overview
• Governance - RAID dashboards

Salesforce Resources

• ☁️ Salesforce Dashboards
• 🎓 Trailhead: Reports & Dashboards

For dashboard creation assistance, contact your AMIGO Administrator.