Dashboard
XBuddy Dashboard is your command center — a fully customizable canvas where you build the exact view of your business that matters to your role. Instead of switching between modules to check CRM, Finance, and HR metrics separately, you see the complete picture in one glance, updated in real time.
Every team member gets a personal dashboard tailored to their work: a CEO sees company-wide KPIs, a sales manager sees pipeline health, a warehouse supervisor sees inventory turnover and pending shipments. Each dashboard is independent, shareable, and exportable.
Key Entities
| Entity | Description |
|---|---|
| Dashboard | A named collection of widgets arranged on a grid canvas |
| Widget | A single data visualization: KPI card, chart, table, or text block |
| Data Source | The module and metric that feeds a widget (e.g., CRM → Open Deals, Finance → Monthly Revenue) |
| KPI Target | A configured goal value with warning/critical thresholds and trend direction |
| Dashboard Template | A pre-built layout for a specific role or use case (Executive, Sales, Finance, HR, Operations) |
Getting Started
You need the dashboard:read permission to view dashboards and dashboard:write to create or edit them. All team members can access their personal dashboard by default.
- Open Dashboard — Click Dashboard in the top nav. Your default personal dashboard opens.
- Choose a Template — First time? Click Use Template to pick a pre-built layout for your role (Executive, Sales, Finance, HR, Operations). Templates populate with real data immediately.
- Add Widgets — Click + Add Widget → browse data sources by module. Drag the widget onto your canvas and resize as needed.
- Configure KPI Targets — Click a KPI card → Edit → set Target value, Warning threshold (e.g., 80% of target), and Critical threshold (e.g., 60% of target).
- Set Date Range — Use the global date filter (top-right) to set the period for all widgets simultaneously: Today, This Week, This Month, This Quarter, Custom.
- Drill Down — Click any number on a KPI card or chart bar to see the underlying records in a popup data table. Click through to open the full record in its module.
- Share Dashboard — Click Share → invite team members by name or role. They see a read-only view of your dashboard configuration with their own permission filter applied to the data.
Widget Types
| Widget | Best for |
|---|---|
| KPI Card | Single metric with target, trend indicator, and period comparison |
| Line Chart | Trend over time (daily, weekly, monthly) |
| Bar Chart | Comparison across categories (regions, reps, products) |
| Donut / Pie Chart | Composition (revenue by segment, tickets by status) |
| Funnel Chart | Pipeline stages (CRM deal funnel, hiring funnel) |
| Data Table | Top-N list with sortable columns (top products, overdue invoices) |
| Gauge | Single metric vs target (target attainment %, SLA score) |
| Text / Headline | Context notes, section labels, or formula results |
| Heatmap | Activity intensity by day/hour (support tickets, sales calls) |
| Combo Chart | Revenue (bars) + Margin % (line) on same axis |
Core Workflows
1. Build a Role-Specific Dashboard from Scratch
- Click + New Dashboard → name it (e.g., “Weekly Sales Review”).
- Select background layout: 2-column, 3-column, or free canvas.
- Add a KPI Card: choose data source → CRM → Open Pipeline Value. Set target = your monthly sales quota.
- Add a Bar Chart: CRM → Deals Closed by Rep → group by rep name → last 30 days.
- Add a Funnel Chart: CRM → Pipeline → show stage counts from Lead to Closed Won.
- Add a Data Table: Finance → Overdue Invoices → filter by status = Overdue → sort by amount descending.
- Save and pin to your sidebar for quick access.
2. Cross-Module Executive Dashboard
The power of Dashboard is combining data from multiple modules in one view. A typical CEO dashboard layout:
| Row | Widget | Data Source |
|---|---|---|
| Top KPIs | Revenue MTD | Finance — Invoice revenue |
| Top KPIs | New Customers | CRM — Accounts created this month |
| Top KPIs | Open Headcount | HR — Unfilled positions |
| Top KPIs | SLA Compliance | Service Management — SLA pass rate |
| Charts | Monthly Revenue vs Target | Finance — trend line |
| Charts | Pipeline by Stage | CRM — funnel |
| Tables | Top 10 Overdue Invoices | Finance — data table |
| Tables | Open High-Priority Tickets | Service Management — data table |
3. Configure KPI Alerts
- Open a KPI card widget → Edit Widget → Thresholds tab.
- Set: Target = 100,000, Warning = 80,000 (80%), Critical = 60,000 (60%).
- Choose alert channels: In-app notification, Email, or both.
- Save. The KPI card now shows green (above warning), amber (at warning), or red (at critical) automatically.
- View all triggered alerts in Dashboard → Alert Log tab.
4. Period-Over-Period Comparison
Any KPI card or chart can show a comparison vs the previous period:
- Open widget → Edit → enable Comparison Mode.
- Choose comparison: vs Previous Period (e.g., last month vs the month before), vs Same Period Last Year.
- The card shows: current value + change amount + change % + trend arrow (up/down/flat).
Configuration
| Setting | Where | Default |
|---|---|---|
| Default date range | Dashboard Settings → Defaults | This Month |
| Auto-refresh interval | Dashboard Settings → Refresh | Every 15 minutes |
| Personal vs shared dashboard | Dashboard → Share settings | Personal |
| Widget data limit (top-N tables) | Widget → Edit → Limit | 10 rows |
| KPI comparison mode | Widget → Edit → Comparison | Off |
| Mobile layout | Auto-responsive | Enabled |
Permissions
| Permission Key | What it allows | Default Roles |
|---|---|---|
dashboard:read | View dashboards shared with you | All staff |
dashboard:write | Create and edit dashboards | Staff, Manager, Admin |
dashboard:share | Share dashboards with others | Manager, Admin |
dashboard:manage | Manage company templates and role defaults | Admin |
Pre-Built Dashboard Templates
XBuddy ships with 12 role-based templates you can activate in one click:
| Template | Key widgets included |
|---|---|
| Executive Overview | Revenue, Pipeline, Headcount, SLA, Cash Position |
| Sales Manager | Pipeline by stage, Deals by rep, Win rate, Activity volume |
| Sales Rep | My open deals, My activities today, My target attainment |
| Finance Manager | Cash flow, AR aging, AP due, Revenue vs Budget |
| HR Manager | Headcount by dept, Open positions, Leave overview, Attrition trend |
| Operations Manager | Inventory value, Production orders, Shipments in transit, Quality pass rate |
| Customer Success | Customer health scores, NPS trend, Renewal pipeline, Churn risk |
| Service Manager | Open tickets by priority, SLA compliance, MTTR, Technician utilization |
| Marketing | Lead volume, Lead sources, Campaign ROI, Conversion rate |
| Project Manager | Projects by status, Overdue tasks, Budget utilization, Milestone burn |
| Procurement | Open POs, Vendor lead time, Spend by category, PO approval backlog |
| Warehouse | Stock levels, Pending shipments, Receiving queue, Low stock alerts |
AI Agents
| Agent | Schedule | What it does | Output |
|---|---|---|---|
| Weekly Business Digest | Every Monday 7 AM | Cross-domain summary: Finance, Sales, HR, Operations, and CRM — key wins, risks, and recommended actions for the week | Email + in-app report |
| KPI Alert Agent | Continuous (every 15 min) | Monitors all configured KPI thresholds; fires alert when any metric crosses warning or critical level | Push notification + email |
| Master Orchestrator | Weekly / On demand | Coordinates 17 domain AI controllers simultaneously; produces unified company-wide risk and opportunity report | Executive PDF report |
| Dashboard Data Freshness | Daily | Checks that all widget data sources have been updated within their expected window; alerts admin if a source is stale | Admin notification |
Integration Map
| Module | Dashboard widgets available |
|---|---|
| CRM | Open deals, Pipeline by stage, Activities, Win rate, Conversion |
| Sales | Revenue, Orders, Average order value, Sales rep performance |
| Finance | Cash position, AR aging, Revenue vs budget, Profit margin |
| HR | Headcount, Attrition, Leave utilization, Recruitment pipeline |
| Inventory | Stock value, Low-stock alerts, Inventory turnover |
| Manufacturing | Production orders, OEE, Scrap rate, Work order cycle time |
| Service Management | Open tickets, SLA compliance, MTTR, Technician utilization |
| Projects | Project count by status, Overdue milestones, Budget burn |
| Logistics | Shipments in transit, On-time rate, Exception count |
| Quality | Inspection pass rate, NCR count, CAPA open rate |
FAQ
Q: Can I have multiple dashboards? Yes — create as many as you need. Pin your most-used ones to the sidebar. You can also have a “shared” team dashboard that the whole department uses.
Q: Can I export a dashboard as a PDF or image? Yes — click Export on any dashboard. Options: PDF (formatted for print/email), PNG image, or schedule automatic PDF delivery by email on a daily/weekly/monthly cadence.
Q: My KPI card shows different numbers than the module. Why? Check the date range filter on the dashboard — it might differ from the module’s default view. Also verify the widget’s data source configuration (metric, filter, and grouping) matches what you’re comparing it to.
Q: Can dashboard data be filtered by a specific region or team? Yes — widgets support dimension filters. Edit the widget → Filters tab → add “Region = North” or “Assigned To = [Team]”. The filter applies only to that widget; the global date range still applies.
Q: Can I embed a dashboard in an external tool (e.g., Slack, Notion)? You can export a snapshot (image or PDF) and paste it. Live embedded iframes are on the roadmap.
Q: How is the “trend indicator” on KPI cards calculated? The trend arrow compares the current period’s value to the previous equivalent period (e.g., this month vs last month, or this week vs last week). Green arrow = improvement; red = regression; flat = within ±2% tolerance.