In CoreBridge, a Dashboard is a customizable overview where you can gather and display key information relevant to your workflow using applications known as Widgets. Customizing your Dashboards can help you view useful data and analytics at a glance.
Table of Contents
Finding a Dashboard
To find a Dashboard, select Dashboard from the main navigation (sidebar). The Dashboard is typically the default view when you first log in. In EVO, you may see more than one dashboard view (e.g., Dashboard and Sales Monitor) as buttons or tabs at the top of the dashboard area. Click the desired view to switch between dashboards. Within each dashboard, different Widgets display statistics and information relevant to your workflow. Which widgets you see is determined by your permissions.
Adding a Widget
1. Click the Add Dashboard Widget icon.
2. Select the appropriate Widget from the list. You may be able to filter Widgets by category using a dropdown or use a search bar to find a specific Widget.
3. When a Widget is selected, a preview may be shown. Click Add to add the widget to your dashboard.
Refreshing a Widget
Widgets are typically set to update automatically on an interval (e.g., every 30 minutes). For a quick update, you can refresh the widget manually.
1. Click the Refresh icon at the top right of the widget to refresh its data.
Note: Refreshing the browser page does not refresh individual widgets. Use the refresh control on each widget when you need updated data right away.
Moving a Widget
You can rearrange widgets on the dashboard by moving them to a different area.
1. Hover your cursor near the top bar of the Widget until a Move cursor (hand) appears.
2. Click and drag the Widget, then drop it in the desired position on the dashboard.
Viewing and Editing Settings
Each Widget can have settings that control its name, refresh interval, location filter, and other options. The exact settings depend on the widget type.
1. Click the ellipsis at the top right of the Widget.
2. Select Settings to open the widget settings. The ellipsis menu may also offer options such as Clone or Remove to duplicate or remove the widget.
Common settings include:
a. Widget Information – A brief description of what the widget displays.
b. Name – The name of the widget as it appears on your dashboard.
c. Refresh Interval – How often the widget updates (e.g., every 30 minutes). You can change this value; the minimum is typically 5 minutes. Refreshing too frequently can affect system performance.
d. Filter by Location – If your system has multiple locations, you can filter the data shown in the widget by location.
e. Options – Additional options specific to the selected widget type.
3. Click Save to apply your changes.
Note: Viewing each widget is permission-based, determined by employee roles. Widget permissions can be managed in Settings.