How to use dashboards

The dashboard is a robust tool designed for efficient management of product information in e-commerce contexts. It features a comprehensive user interface that simplifies the process of handling product data. For more information about dashboards see our concept article.

Its functionality is largely dependent on filters, which are detailed in the Search & Filters section, and further explained in the guide on How to Search and Filter in PIM.

Creating a dashboard

Below is a step-by-step guide for creating a new dashboard and populating it with several widgets. In this example we are creating a simple SEO dashboard for products with no meta description, but you can add as many widgets as you want. The dashboard is then shared with users in the Role1-role.

Follow these steps to create the dashboard:

1. Click on Dashboards in the main menu
2. Click on + Dashboard
3. Add a name and click the Create button
4. Click on + Add widget
5. Select Statistics in the Chart type field, add a title, select at dataset (filter) and add a label text
6. Click Save
7. Repeat to add other widgets
8. To share a dashboard with other users
   1. Click the ... button right next to the + Add widget button
   2. Click Assign
   3. Choose a role or user
   4. Click Save

Creating a filter directly from a widget

In the following example, a new widget is added to an existing dashboard, which shows the amount of red products in the product catalog.

1. Open an existing dashboard
2. Click on + Add widget
3. Set All red products as widget title
4. Select Statistics in the Chart type field
5. Under Data, click the + Create New Filter button
   1. This will navigate to the product list page in Widget Dataset Filter mode
6. Set a product filter to show all red products
   1. Click the Basic filters button
   2. Select the Color attribute from the list
      1. Search for it if it is not visible
   3. Select the Equals operator under Field type specific operators
   4. Select Red as value for the filter
   5. Click the Save and Set as Widget Dataset button (in the top right corner of the screen)
   6. Set the name of the new filter and click Save
7. Set Red products as value in the Label field
8. Click the Save button

Setting a filter as a trend filter

A trend line chart shows how a product count changes over time. Before you can add it to a dashboard, you need at least one trend filter. A trend filter is a shared filter that Bizzkit PIM tracks once per day. For more information, see the Trends concept article.

1. Open the product catalogue page
2. Click the Saved Filters button
3. Find the shared filter you want to track
   1. If the filter is not shared yet, share it first
4. Turn on the Trend toggle on that filter row
   1. The filter now appears under the Trend Filters category
5. Wait for data to be collected
   1. A snapshot is taken once per day, so the first data point appears after the first daily snapshot

Creating a trend line chart widget

Once you have one or more trend filters, you can visualise them on a dashboard.

1. Open an existing dashboard, or create a new one
2. Click on + Add widget
3. Select Trend line chart in the Chart type field
4. Add a title
5. Under the trend selection, click Add trend
   1. Use the Select trends field to choose a trend filter
   2. Set a label for the trend, which is shown for its line in the chart
   3. Repeat to add more trends to the same chart, giving each a unique label
6. Click Save
7. On the dashboard, use the View selector on the widget to switch between the last 7, 30, or 90 days