Overview

This document provides information on BrightGauge dashboards. Dashboards enable you to put your KPIs on display. Create dashboards for your entire company, individual team members, and clients.

To access your dashboards, select Dashboards from the top menu bar.

List View

The new Dashboards list view provides a better way to manage numerous dashboards. Use advanced filtering capabilities and layout options to more easily organize and manage your dashboards.

Functions

The following functions are available in Dashboards list view:

View a Dashboard

From the Dashboards list view page, click any dashboard name to open it.

Filters

The Filters menu allows you to filter dashboard results. Type in the Value field to search within columns to find matching results, which display in near real-time.

 

Click Add filter + to add multiple filters. The Filters button shows a number to indicate how many filters are in place on the current view.

 

Columns

The Columns menu allows you to switch specific columns off and on to display the selected information in the Dashboards list view.

 

Density

The Density menu allows you to select different spacing options between items in the Dashboards list view.

 

Create Dashboards with Additional Details

A Create Dashboard button is available on the Dashboards list view controls to make creating dashboards with additional details easier.

1. From the Dashboards list view, click the Create Dashboard button in the upper-right of the page. From the traditional view on any individual dashboard, navigate to More > Create New Dashboard in the upper-right.
   
2. Complete the details in the Create Dashboard pop-up. You can give the dashboard a unique name, description, assign it to an existing category, and select users who have access to the new dashboard.
   
3. Click Create to proceed to the Add/Remove Gauges screen to finish building your new dashboard.

Edit Dashboard Details

Follow the steps below to edit dashboard details, including the users that have access, as well as the dashboard name, description, and categories from the list view:

Click the ⁝ (kebab) icon to the right of a dashboard to access dashboard edit options.

 

Dashboard Users

1. Select Dashboard Users to view the users that have access to this dashboard.
2. Select the checkboxes to add or remove users, then click Apply.
   

Rename

1. Select Rename to open the Rename pop-up.
2. Edit any of the following details: Dashboard Name; Description; Category. 
3. Click Save to commit your changes.
   
   

    

Dashboard View

Dashboard Controls

The Dashboards screen provides the following controls or viewing dashboards.

Dashboard Selector	Click to switch dashboards.
Gauges	Click to add or remove gauges, text modules, or image modules.
Add A Filter	Click to create a dashboard filter.
Present	Click to present the dashboard.
More	Click to access additional dashboard options.
	Dashboard Users	Select which users can access the dashboard.
	Favorite Dashboard	Add the dashboard to your Favorites.
	Clone Dashboard	Create a copy of the dashboard.
	Rename Dashboard	Rename the dashboard.
	Convert to Report	Convert the dashboard to a report for your company or for a client.
	Delete Dashboard	Delete the dashboard.
	Create New Dashboard	Create a new dashboard.

Dashboard Shortcuts

Use the following shortcut keys to quickly switch between dashboards and dashboard modes.

• s opens the list of available dashboards.
• m opens the More menu.
• t enters and escapes from TV Mode.
• esc cancels inline edits to the dashboard name without saving.

Default Dashboards

To save you time getting your dashboards ready, BrightGauge includes a number of pre-configured dashboards that are available in your account as soon as you connect a datasource. We focused on the most common metrics that our clients are using. To view your dashboards, expand the dashboard menu in the top left corner of the screen.

Create a Dashboard 

1. Click on the green plus sign in the top menu bar and select Dashboard. 
2. Assign a title to the dashboard.
3. Click Create. You are redirected to the dashboard and the gauge list is available for you to add gauges to the dashboard. 

 

Add/Remove Gauges on a Dashboard

To add or remove dashboard gauges:

1. Click on the Gauges button in the top-right corner of the dashboard. A drawer opens from the right to select or deselect gauges.
2. Click on a gauge in the list to add it to the dashboard. Filter and sort the gauge list to quickly locate the desired gauge. Closing the drawer automatically saves all edits.

 

Add Text and Image Modules

To add a text or image module to your dashboard:

1. Select Gauges in the top-right corner of the dashboard.
2. Select either Text or Image.
   • If you add a text module, the Text Editor window opens. Enter and format the desired text, then click Create.
   • If you add an image, the Select an Image window opens. Select the image or upload a new image from your computer. Then, click Add Image.

You may resize the module to get the image and text to fit just right. You have a range of style options to help you modify your text module too.

 

 

Size and Arrange Dashboards

Size Gauges 

By default, when added to a dashboard, all gauges occupy a 5x4 space. To resize a gauge, click and hold the bottom right corner of the gauge, drag to the desired size, and release. 

Move Gauges

To move a gauge, click on the title (if you hover over the title, a four-way arrow appears) and move the gauge to the new location. While dragging the gauge around, it displaces other gauges. If the gauge you are moving can rest inline with another gauge, it will. Drag the gauge to the desired location and release. 

Resize Dashboards 

Dashboards automatically resize themselves and their gauges' aspect ratio, according to the size of the web browser window in which they are displayed. The screen size and resolution also affect how a dashboard resizes and appears. The larger the screen and the higher the resolution, the more realty space you have to include gauges.

 

Dashboard Filters

Dashboard filters provide a great way to apply filters across all the gauges in your dashboard while saving the time you'd spend modifying filters separately on the gauge level. Information on how dashboard filters work and how they can be configured is available here. 

 

Public Dashboards

For information on Public Dashboards, please refer to the Public Dashboards article.

Share Dashboards

Dashboards can be shared with Admins, Analysts, Viewer users internally within your company, or Viewer users created for clients. For information on how to create users, please refer to this article.

For information on creating dashboards for team members, click here. To learn about creating dashboards for clients, click here.

Share from a Dashboard

To share a dashboard:

1. Click More and select Dashboard Users.
   
2. A modal appears with a list of all users currently on the account.
3. Select the checkbox for the desired user(s) and click Apply. To cancel any changes, click on the X in the top right of the modal.
4. After a dashboard is shared with a user, it appears in the user's Dashboard menu when they log in to their account.  

Note: If sharing a dashboard with a client, a client dashboard filter must be applied in order to only display that specific companies data. For information on creating dashboard filters, please refer to this article. To share a dashboard with a client, please refer to the Client Dashboards article.

 

Share from Your Account Settings

You may also share dashboards from an Analyst's or a Viewer's user settings page.

Share with an Analyst

To share with an Analyst:

1. Navigate to Your Account > Users.
2. Click on the Edit icon for the desired user.
3. Select the checkbox for each dataset, dashboard, and report you would like to share with the Analyst. Be sure to allow access to all necessary datasets. If an Analyst has access to a dashboard but they do not have access to the dataset supplying data to that dashboard, they will not be able to see data on that dashboard.
4. Click Save.

Share with a Viewer

To share with a Viewer:

1. Navigate to Your Account > Viewers.

   

2. Click on the Edit icon for the desired viewer.
3. Select the checkbox for each dashboard you would like the viewer to access.
   
4. Click Save.

 

Clone Dashboards

To clone a dashboard:

1. Click More and select Clone Dashboard.
   
2. Enter a new Title and click Create. The dashboard is cloned and the Gauges drawer appears for you to add or remove any desired gauges.

Edit Dashboard Names 

1. Click on the More button with a gear icon on the top right of the dashboard and select Rename Dashboard.
   
2. A modal titled Change Name will appear in the center of the screen with an editable text box. Here you can make any desired changes to the dashboard's title. 
3. Click on the blue Change button to save any changes, or the X icon to cancel any changes.

Gauge Menu 

While on a Dashboard, hovering over the top left corner of each gauge reveals a circular menu icon with three dots in it. Selecting this icon opens up a small dropdown gauge menu with some additional features. 

• Gauge Info: Modal that displays the gauge's description, the dataset used, the refresh cycle of dataset, and the last refresh time for that dataset as well.
• Sync Now: Allows a manual sync to be triggered for that gauge's dataset. 
• Copy Gauge Link: Copies that gauge's URL to your clipboard. 
• Edit in Gauge Builder: Opens up that current gauge in the gauge builder. 
• Export as CSV: Exports the raw data for that particular gauge to a CSV in the form of a table. An email is generated with the CSV and sent to the current user that selected the option. 
• Remove Gauge: Removes that particular gauge from the dashboard.

Alerts

Turn on audio thresholds for gauges in dashboards! To set audio thresholds for a gauge:

1. Open a gauge in the Gauge Builder.
2. Select the Design tab.
3. Click on a metric in the Sound & Color Thresholds section.
4. Select the Play Dashboard Alert checkbox.
5. Select the desired alert sound. When the gauge syncs on a dashboard and meets the threshold, the alert sound plays.

How it works is fairly straightforward but here are the rules implemented:

• Any time the Gauge syncs and meets the threshold configured, the sound will alert.  
• If the gauge continues to sync and meet the threshold, the sound will repeat on each sync.
• If the gauge is on a dashboard rotation, and the gauge syncs while not on the shown dashboard, the next time the dashboard shows up, the sound will alert.
• The Gauge will have a red sound alert icon to signify which alert just went off.

Presentation Mode

Present a Dashboard

Present Mode enables you to display single or multiple dashboards on TVs and monitors. For example, you can display a dashboard with daily ticket metrics in your help desk bullpen.

Display a Single Dashboard

To display a single dashboard:

1. Select DASHBOARDS from the top menu bar.
2. Click the dashboard name to open the dashboard selector.
3. Select the dashboard from the list.
4. Select Present > Single Dashboard or press the [t] key on your keyboard. The dashboard automatically resizes to fit the screen.

You can present dashboards with either a light or a dark background. To change a dashboard's display color, display the dashboard, then click the paint brush icon in the upper-right corner of the dashboard. 

Display Multiple Rotating Dashboards

If you would like to present multiple dashboards on a single display, you can create a rotating playlist of up to 10 dashboards.

To create a dashboard playlist:

1. From a dashboard, select Present > Rotate Dashboards.
2. Drag and drop dashboards to create your playlist. To move a dashboard in the playlist, click the three horizontal lines next to the dashboard name, then drag and drop the dashboard to the desired location.
3. Click Save & Present.

The default rotation time for the dashboard is two minutes. To change the rotation time, click the time icon in the upper-right corner of the dashboard.

You can also get the unique URL to go directly into the playlist by clicking on the link icon next to the playlist name.

The PAUSE button on your dashboard has a line that circulates indicating the next time it will rotate. You can always pause your dashboard rotation if you want to drill into a particular gauge.

Change Default Landing Page View

Switch the toggle to List View to make list view the default for your Dashboards landing page. Switch the toggle off to set the traditional Dashboards landing page as your default.