AdvoLogix Matter Management



A dashboard shows data from source reports as visual components, which can be charts, gauges, tables, metrics, or Visualforce pages. The components provide a snapshot of key metrics and performance indicators for your organization. Each dashboard can have up to 20 components. Administrators control access to dashboards by storing them in folders with certain visibility settings. Dashboard folders can be public, hidden, or restricted to groups, roles, or territories. If you have access to a folder, you can view its dashboards. To view a dashboard component, users need access to the folder for the underlying source report. Follow a dashboard to get updates about the dashboard posted to your feed.

Each dashboard has a running user, whose security settings determine which data to display in a dashboard. If the running user is a specific user, all dashboard viewers see data based on the security settings of that user—regardless of their own personal security settings. For dynamic dashboards, you can set the running user to be the logged-in user, so that each user sees the dashboard according to his or her own access level.

Dashboards Tab

Dashboards TAB

Dashboard View

Dashboard View

This can provide a snapshot of key metrics and performance indicators for your organization (based on source reports).

Individual Dashboard Component

Individual Dasboard Component

Each dashboard can have up to 20 components (three are shown above).  Click a dashboard component or its elements to drill down to the source report, filtered report, record detail page, or other URL

Source Report

Source Report
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