Live dashboards
Live dashboards give leadership a real-time view of headcount, attendance, spend, projects and SLAs — all in one place.
Where to find them
Sidebar → Reports → Dashboards.
Built-in dashboards
Executive overview
For C-level. Shows: headcount, attendance %, monthly spend, open approvals, projects on/off track.
HR dashboard
Headcount by department, hiring funnel, leave balances, performance review status.
Operations dashboard
Attendance compliance, open tickets, asset utilization, vendor performance.
Finance dashboard
Spend by category, budget vs actual, AR aging, payroll cost trend.
Filtering
Most dashboards have global filters:
- Date range (this week / month / quarter / custom)
- Department (single or multiple)
- Work location
Filters apply to every widget on the page.
Drill-down
Click any number on a dashboard to drill into the source records. E.g.:
- Click "17 approvals waiting" → opens the approval queue filtered to those 17.
- Click "$45k procurement spend" → opens the PO list for the period.
Customizing
Click Customize in the top-right of any dashboard to:
- Reorder widgets.
- Hide widgets you don't use.
- Add other widgets from the catalog.
Customizations are per-user.
Sharing
To share a dashboard view with the team:
- Set up the filters and layout you want.
- Click Save view → Share.
- The view becomes a saved item under Reports → Saved Views.
Other users with the right permission can use it.