Dashboards within Equinox Corporate+ offer a dynamic means to comprehend evolving business dynamics, facilitating informed decision-making based on real-time data acquired through reports. Leveraging dashboards in an intellectual property (IP) management system such as those in EC+ enables users to discern trends, analyze quantities, and assess the efficacy of their endeavors promptly. Delving into the essentials of dashboard utilization within this context is paramount.
Reports Integration
Reports serve as the data foundation for dashboards, which can amalgamate insights from multiple reports.
Ensuring efficient dashboard performance necessitates that all associated reports run smoothly during refresh cycles.
Dashboard Sharing
Dashboards are disseminated through folders, granting access to users with permission to the designated folder.
It's imperative to save dashboards in relevant folders to streamline accessibility and maintain data security.
Dashboard Editor
The Dashboard Editor, a user-friendly drag-and-drop interface, empowers users to craft and refine dashboards seamlessly.
Initiate dashboard creation or editing by launching the Dashboard Editor and selecting "New Dashboard".
Widgets
Widgets constitute the building blocks of dashboards, each encapsulating a chart or metric derived from a specific report.
Facilitate diverse data visualization capabilities using widgets.
Running User (Viewing As)
Dashboards in Equinox Corporate+ adhere to user permissions, displaying data accessible to the dashboard's designated running user.
Differential user access ensures tailored data presentation, aligning with individual roles and responsibilities.
Constructing a Dashboard
Share pertinent Equinox Corporate+ data with colleagues by constructing comprehensive dashboards, integrating charts, tables, and metrics sourced from reports.
Facilitate deeper insights by enabling colleagues to access underlying reports for additional information.
Dashboard Filtering
Implement dashboard filters to enable users to customize data perspectives effortlessly.
Filters correspond to fields within source reports, allowing users to refine data visualization based on specific criteria.
(find this at the top right of the dashboard)
Dashboard Data Visibility Control
Administrators can regulate data visibility within dashboards, aligning with the permissions of the running user.
This feature ensures data confidentiality and adherence to organizational protocols.
Subscription and Scheduling
Automate dashboard refreshes and receive updated results via email on predefined schedules.
Streamline workflow by subscribing to relevant dashboards, ensuring timely access to refreshed data insights.
Troubleshooting and Performance Optimization
Address discrepancies in dashboard data display by ensuring the latest data refresh, verifying user permissions, and validating data sources.
Optimize dashboard performance through efficient report structuring and strategic scheduling of refresh cycles.
Enhancing Performance
Leverage Equinox Corporate+'s multi-tenant infrastructure to optimize dashboard refresh times, capitalizing on off-peak hours for expedited processing.
Implement caching strategies and adhere to best practices outlined to mitigate sluggish dashboard performance effectively.
In conclusion, leveraging Equinox Corporate+ dashboards within an IP management framework empowers organizations to glean actionable insights, foster collaboration, and optimize operational efficiency, thereby facilitating informed decision-making and driving business success.