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Business Intelligence Dashboards

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BigChange has identified the need for a more robust, dependable, and highly performant visualisation capability to serve customer needs better.

Currently, we offer paginated reports which displays data, but does not necessarily offer insight. Customers are downloading this data, combining it with data from other reports, and manually using various tools to analyse and understand it. With the introduction of the new Dashboards, customers will have access to visuals with the ability drill into the data.   In addition to the powerful business intelligence insights gained through the data visualisation, we believe this new feature will deliver incredible time and cost-savings to our customers.

In the first phase of this new feature release, 6 new Analytics Dashboards will become available including, Job Performance, Sales Opportunities, Customer Service, Invoices Due, Quotes Overview and Resource Utilisation.

The Power of Data

Information is a critical part of running a successful business; with the right information, at the right time, you can make more informed decisions quickly. So, what is the difference between information and data? The simple answer is none. Data, particularly data about your business, is information you need.

Data, as a concept, generally refers to information that has been structured in some way to support better usage. 

Within business, data is often a key component of decision-making.

If we agree that data is so important to business, it makes perfect sense why we spend so much time producing and analysing it. So, is there an easier, quicker and more effective way to do this? Yes, Data Visualisations; these are visual elements used to better express the significance of data, often in form of tables, graphs, and charts.

Data analysis is becoming an increasingly important element of business analytics however, not all of us have a background in data or statistical analysis.  Data visualisations enable decision-makers, particularly those who aren’t as comfortable with data to quickly understand it, and make sense of what it’s showing.

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Benefits of BigChange Visualisations

Save time – Spend less time creating and analysing data. BigChange data visualisations are available at a click of button! Data is often processed much more quickly by the human brain when it is in a visual form.

Find trends and patterns – Data visualisation often expose trends, patterns and insights that can often remain unnoticed in raw data, or other forms of reporting.

Call for action – Data visualisations make things happen. Way beyond supporting decision-making, visualisations often expose the need for decisions to be made and actions to be taken. Decisions and actions often result when potential issues or opportunities for improvement are identified in the visuals.

Inclusive – not everyone likes data; it can be it cumbersome and difficult to gain any value from. Visual learners will benefit immediately from “seeing” the data. For those who like the raw data, can “drill-down,” getting straight to the detail which sits behind the visuals.

Performance – combining all the benefits of using data visualisations, efficiencies grow, productivity rises, and results are delivered.

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Accessing the Dashboards

As explained earlier, the power of data cannot be unstated, therefore access must be managed. Not all users of BigChange will be able to see or access the dashboards. Access will be determined by you, providing you with control over who can access this information.

To access the data visualisation dashboards, users will need to be granted permission. Currently, any user that has either the role permissions “Administer the account full access” or  “Administrate web users” can enable access to the dashboards, on a user by user basis.

Access is provided by the allocation of a Dashboards “Viewer” license.

To allocate/unallocate a viewer license:

  • Navigate to: [Top menu] Profile (icon) Admin Settings  Web Users → [side menu] Add – edit > User [select] Edit Dashboard [tab] Viewer [radio button]

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Once permission has been granted, navigate to the Analytics and Reporting Tab within BigChange, and select from the following dashboards:

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Select image to enlarge

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Dashboard filters and Controls

 

Global Filters

BI-Dash-3.pngYou will notice at the top right of the each dashboard screen, a selection of global filters can be exposed by selecting the “Category Objects” icon.

By using these filters, you can change the data being displayed within the visualisations.

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Filters vary by dashboard, taking into consideration the purpose of the dashboard and the data it represents.

BI-Dash-5.pngShould you wish, you have the option to pin the global filters on screen, keeping them in view for as long as needed.

Please note, after making your selections across the global filters, you must select the “Apply” button to update the data visualisations.

BI-Dash-6.pngTo return to an unfiltered dashboard view, select the “Reset to the default view of the category” icon.


Dashboard Controls

Each visualisation will have several options, which may include:

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Full screen – Select to enlarge the visualisation to full screen.

Please note, when in full screen mode, a “peak” option will appear in the bottom-left corner of your screen. This allows you to quickly look at the other data visualisations without changing screens.

BI-Dash-8.pngNotifications – Dashboard information including any relevant data filters or restrictions that have been applied.


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Drill-down – Denotes the user can drill-down the visualisation, accessing the data which sits behind it.


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Three-dot menu – Select to export the visualisation in the format of your choice (CSV, PDF, Word, Excel, PowerPoint).


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Parent chart – Denotes when a dashboard is a parent chart and will affect all other charts in the dashboard.


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Reset to original chart – Select to clear the parent chart selection, returning the dashboard to its original state.


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Data grids – when data is surfaced as a grid, selecting the column headers will sort/unsort the column data.