The Dashboard is the first thing you see when you log in to Productive, which you can customize to have the most important data displayed at all times.
Dashboard sharing is available on the Professional and Ultimate subscription plans.
Creating A New Dashboard
To create a dashboard, click on the dashboards dropdown menu in the main navigation pane and select '+ Add New':
Note that you can have multiple dashboards and quickly switch between them. So for example, one dashboard can be related to invoicing metrics, one can be dedicated to revenue figures, and another can track your team's time off.
Sharing A Dashboard
A dashboard can also be shared with other users and/or teams. In the sharing options, you can also decide on the permission level for each person/group.
In the upper right corner, select Sharing options:
There are three levels of permissions on each dashboard:
Can view - user/group can only view the dashboard and cannot make any changes
Can edit - user/group can edit the dashboard (its widgets and layout)
Full access - in addition to view and edit rights, users/groups with this permission can also delete and share this dashboard
Important
Keep in mind that each user will only have access to the data that is allowed by their permission set.
Certain widgets will appear as "restricted widgets" to users who do not have the necessary data access permissions!
Switching Between Dashboards
If you have multiple dashboards set up, quickly switch between them through the dropdown menu:
Widgets
The building blocks of a dashboard, Widgets, have been vastly improved and expanded, so now there are even more options on what you can add to your dashboard.
Widget data is automatically updated every 60 seconds.
Adding A Widget
To add a widget, click on the + Widgets button in the upper right.
You have two options for creating a widget:
Create a widget from scratch using data sources you have access to like projects, tasks, time entries, capacity and availability information, budgets, deal, financial items, and bookings, among others.
Use the "From library" option to access pre-existing widgets (reports) categorized under My work, Organization, or Copy from Reports in the Widget library.
My work and Organization contain predefined widgets, and in the Reports category, you can add your custom-built reports.
Reports that can be added as widgets are the ones that have been created in the Reports menu. Also, the Reports category, when adding a widget, is only available to those roles that can see the report menu (coordinators, managers, and admins).
💡 Note that once a report is added as a widget, the relationship with the original reports is 'broken'. In other words, when a report that is now a widget is edited via the "Edit widget" option, it will not affect the original report located in the Reports tab.
Editing A Widget
To edit a widget, click on the ✏️ icon:
From there, you can edit the widget's name and type, as well as use options you usually find in Reports: filters, grouping options, and fields.
A widget can also be resized - to expand or shrink it, hover over its border and drag it to the desired spot.
Full-Screen View
A dashboard can be displayed in a full-screen view, making this a great option for everyone who has a lot of widgets and is looking for a better overview of their dashboard.
Click on the dashboard menu (...), and select Full-screen view. To exit the full-screen mode, hit ESC.
Why Can't I See Values On The X And Y-Axis?
That is due to the size of the widget. Try resizing it so the widget is at least 15 "squares" wide and 11 "squares" tall.
YouTube Video
For a comprehensive overview of how to set up and customize your dashboards, check out our video demonstration showcasing the process and best practices!