How do I Configure Intelligence Dashboards in the Estimates App?

Updated on April 22, 2022 01:20AM by Admin

Apptivo Intelligence Dashboards for Estimates app gives you the ability to visualize and analyze your data using custom dashboards. You can create and customize dashboards to get a simpler overview of the real-time information about your current business process in the sort of charts and tables.

To add the Intelligence Dashboard please follow the steps.

  • Create a Chart
  • Create a New Dashboard

Steps to Create Charts:

  • Log in and access the Estimates App from the universal menu.
  • Click on the More(...) icon and select Settings.
Estimates - Settings
  • On the Settings page, go to Intelligence → Charts → App.
  • Click on the Create button and select the Column Chart.
Estimates - Col Chart Create
  • You will be redirected to the Create Column chart.
  • Enter the Name for the Chart and set the Privileges.

Note: Based on the Selected Privileges of the Cases the employee will have access to the Charts.

  • Enable the Toggle to display the chart in the Dashboard.
Estimtes - Name Col Chart
  • Then, you can customize the Chart.
    • Change the Title and the Sub Title of the Chart in the Title and Short Description section.
    • Background: You can customize the background color for the chart.
    • Height: The height section enables you to alter the height of the chart.
    • Legend: Disabling, removes the legend from the chart.
Estimates - Ins Tab
  • Then, Enable the Value Restriction to set criteria for the values which are to be included in the chart.
  • Click on the Condition.
Estimates - Col Chart Condition
  • Here, set the Criteria on Value Restriction: Condition to include the records only if the estimate’s customer is not empty.
  • Once the criteria are set, click on the Create button.
Estimates - Con Created
  • In the X-Axis, you can set the Data type as Monthly, Weekly, Discrete Values, and Numeric Ranges. You can also add a label for it from the label section.
  • You can also set the X Data Attribute value. Here, the attribute is chosen as the Data Type is Time (Monthly) and the Attribute is Estimate Date.
Estimates - X-axis
  • Once the attribute is set for X-Axis, you can set the attribute for Y-Axis.
  • You can set the Aggregation Type of the Y-axis to be either Sum or Count. Here, it is set as a Sum.
  • In the Attribute chosen as Total.
Estimates - Y-axis
  • Then, click on the Filter Tab, and enable the Filter and Advanced Filter.
  • Here, the Status attribute is selected for the Filter option.
  • Then, Click on the Create button.
Estimates - Col Chart Created
  • You can view the Created chart on the List.

Step 2: Create a Dashboard

  • Once the Column chart is created, it is mandatory to create a dashboard for the chart to reflect in the Cases App.
  • On the Settings page, click on the Intelligence → Dashboards → App.
  • Click on the Create button to create a new dashboard.
Estimates - DB Create
  • You will be redirected to the Create App Dashboard page, and add the Name, and Description of the dashboard.
Estimates - Name of DB
  • Using the drag and drop a section from the Palette tab followed by the desired chart.
Estimates - DB Palette
  • Click on the Section Name, and you will be navigated to the Inspector tab on the Right side.
  • Then, click on Create.
Estimates - DB Created
  • The new dashboard will be created and you can view the Created Dashboard in the List.
Estimates - DB Lists
  • Now, go to the Dashboard section in the Estimates App.
  • You can see the created dashboard - Estimate Amount Chart.
Estimates - DB Home page
  • To filter out the records, you can click on the Filter icon and determine the status based on which the record is to be filtered.
Estimates - Filter icon
  • You can also download the chart in CSV format by clicking on the hamburger icon.
Estimates - CSV Download
  • Now the downloaded data will be as shown below.
Desktop - Chart Data