Introduction to the dashboard builder

Find all the information about how getting the dashboard builder for your company and how to use it.

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Written by Raouaa
Updated over a week ago

Our embedded dashboard builder is the final step of the advances analytics suite of SimpliField. If your needs are not entirely covered by our standard dashboards and if you want to leverage the power of analytics for more specific use cases of your business, our embedded dashboard builder is the right solution ! Use it to create custom dashboards directly within SimpliField and share your custom dashboards with specific teams.

Note: The embedded dashboard builder is a paid add-on, please contact your CSM to have more information about the set up.

What is the embedded dashboard builder ?

Imagine having the power to create your own customized data dashboards without any technical hassle. With the embedded dashboard builder in SimpliField, you're in control.

You can easily turn your raw data into meaningful visuals like charts, graphs, and tables, all right within the same platform you're already using. You will be provided some pertinent datasets with all your SimpliField data. You can also load external files to display data from your other systems.

No coding required – just a simple drag-and-drop interface that lets you arrange and style your data elements as you like. Think of it like putting together a puzzle that reveals insights.

Want to dive deeper? The interactive features let you filter, sort, and explore your data. And when it comes to presentation, you're spoiled for choice with various visualization options: from classic bar charts to dynamic heatmaps, there's a style for every story your data tells.

The best part? You don't have to juggle between different tools. With the embedded dashboard builder right here in SimpliField, you seamlessly go from data to decisions.

Keep an eye on your most important metrics, track performance, and make informed choices, all without leaving the comfort of the platform you know.

In a nutshell, our embedded dashboard builder puts the magic of data visualization and analysis in your hands, making your workflow smoother and your insights sharper. Say goodbye to the complexity and hello to a whole new level of data-driven control.

Example of some use cases

Competitive intelligence:

Use your reports' answers to create charts representing the share of shelves in your stores.

Time management:

Display information about the time allocation of your categories of events among your users.

Operations performance:

Monitor the performance of your operational events by tracking answers and scores on the associated checklists.

Task management:

Check compliance of your teams on resolution of the tasks. Create a monitoring dashboard to highlight tasks at risk.

Admin monitoring:

Create a dashboard to ensure all your users are using SimpliField. Monitor their activity within the application (who has not been connected in a while, number of reports created, etc…)

Conversion of your newsfeed posts:

Create a dashboard to monitor the conversion of your newsfeed posts among your users.

Validations monitoring:

Display all the ongoing validations on your checklists on a friendly monitoring dashboard.

Custom exports to dashboard:

Recreate the KPIs from your templates custom exports to display all the information you need on a user friendly dashboard you will be able to present to high management.

Note that for each use case you will be able to create a specific dashboard and share it exclusively to the users interested in your content !

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