Dashboard Form

Use the Dashboard form to view business information, create and modify dashboards with dashparts, and assign user access to each dashboard to fit your needs.

Your personalized Dashboard brings together all of the Vantagepoint information and tools that you rely on most.

Dashboard content is divided into individual dashparts that can be easily managed. A dashpart is a chart or table that provides visual indicators of your project's key information, enabling you to track how your project is trending and identify any areas that might need attention. Dashparts provide access to specific hub records, company data, and activities. The system dashparts include My Activities, a Pipeline chart, and an Upcoming Milestones chart. In addition to these system dashparts, your administrator can create and edit other pre-defined dashparts and dashboards.

Create and Manage Your Dashboards and Dashparts

With appropriate access rights, you can click Edit Mode to access the dashboard and dashpart designer where you can create and modify dashboards and dashparts. Depending on your access rights, you can create and modify dashboards and dashparts that you can share with the employees in your company, or you can create and modify personal dashboards that only you can access.

To learn more about the fields and options that are available in the dashpart designer, refer to Dashpart Designer Form.

Multiple Companies and Dashboards

If your firm uses multiple companies, the data that is displayed in the dashboards and dashparts is based on the active company. When you change the active company, Vantagepoint refreshes the dashboards and dashparts and displays data from the company that you select.