Dashboards

Dashboards are dynamic and interactive information displays that share insights on customer behaviour and operational activities within your Apteco data.

These dashboards are designed to automatically update visualisations to reflect the most recent data refresh, ensuring that your teams always have access to the latest information.

Upload your logo and customise colour themes to create branded dashboards.

Using Dashboards

Where Dashboards are already present, when you click the Dashboards’ tab, the window opens and displays a default Dashboard view.

Selecting a Dashboard

To select a Dashboard

• Click the menu icon in the top left of the Dashboards window

The selector pane opens to display all available Dashboards.

• Click to select and open

You can select and set your own default dashboard by clicking the Home icon next to the chosen Dashboard’s description

To set a Home Dashboard:

• Click the Home icon next to a Dashboard

To Pin a Dashboard:

• Click the Pin icon next to a Dashboard

Creating a Dashboard

Users with Admin permission can create new and edit existing Dashboards in Orbit.

Different types of visualisations and charts are available.

Basic

Text

Add free text to provide context to the dashboard. See Text tile and visualisation annotations

Number Card

Display a single value either as a count or as a calculated aggregation.

Note: Displays only measures.

Note: You can specify any global currency in settings independently of user locale. This extends to number cards using expressions or calculated measures.

Maps

• UK Postal Area Map - Display categorical data for each UK postal area with shades representing the category's values
• NL Provinces Map - Display categorical data for each NL Province with shades representing the category's values
• NL Municipalities Map - Display categorical data for each NL Municipality with shades representing the category's values.
• DE 2 Digit PostCode Map - Display categorical data for each DE PostCode with shades representing the category's values
• Switzerland 2 Digit PostCode Map -Display categorical data for each CH PostCode with shades representing the category's values
• Australian 2 Digit PostCode Map - Display categorical data for each AU PostCode with shades representing the category's valuesshades representing the category's values
• US States Map - Display categorical data for each US State with shades representing the category's values.

Pareto

Banded Pareto

Identify your best-performing customers grouped by value see Banded Pareto

A Category Pareto chart displays one dimension in vertical bars banded by the category and combines another layer of data using a line chart.

You can select how many bands are displayed.

Categorical Pareto

Identify your best-performing products based on their value - see Category Pareto

A Category Pareto chart displays one dimension in vertical bars banded by the category and combines another layer of data using a line chart.

The line shows the cumulative percentage of multiple data series and other percentage values for each bar, where the total (cumulative) of all the stacked bars always equals 100%.

The right vertical axis displays the second layer value range which is represented by a line for each dimension two band

Example - Bookings and Profit

See Creating a Dashboard

Filters

When you create a Dashboard, you can apply Dashboard Filters which control the subset of rows displayed. When you use a Dashboard, you can also apply User Filters to the display through the selection of criteria in one or more of the Dashboard tiles. Any filter you apply to a tile will constrain the data available and displayed in all tiles within the dashboard. See Dashboard Filtering

Sort Ascending, Descending or Natural

The sort order in bar, column, radar column, funnel and pareto dashboard charts can be changed in view mode.

Drilldown

Drilldown within a tile – typically by one or more categories in a Dimension – allows you to access and examine subsets of your data through another visualisation using a different dimension, for example to first select a number of regions on a map and then view a breakdown of this selection by income band presented as a pie chart or gender as a column chart.

See Dashboard Drilldown

Creating an Audience

Using drilldown and filters you can create a marketing audience that can be used in a PeopleStage Campaign or for further analysis in Apteco FastStats.

If you are an unlicensed user you can drill and filter but you will not be able to create an audience or view the data.

Note: You must be a licensed user to be able to create an Audience.

Saving a Dashboard as a PDF

You can export your Dashboard to PDF using the Save as PDF button.

Sharing a Dashboard

Dashboards can be shared internally or to external users controlled by the email domain.

See Sharing, unsharing, and group editing of Dashboards