How do I Configure Intelligence Dashboards in the Estimates App?

Apptivo Intelligence Dashboards for Estimates app gives you the ability to visualize and analyze your data using custom dashboards. You can create and customize dashboards to get a simpler overview of the real-time information about your current business process in the sort of charts and tables.

To add the Intelligence Dashboard please follow the steps.

• Create a Chart

• Create a New Dashboard

Steps to Create Charts:

• Log in and access the Estimates App from the universal menu.

• Click on the More(...) icon and select Settings.

• On the Settings page, go to Intelligence → Charts → App.

• Click on the Create button and select the Column Chart.

• You will be redirected to the Create Column chart.

• Enter the Name for the Chart and set the Privileges.

Note: Based on the Selected Privileges of the Cases the employee will have access to the Charts.

• Enable the Toggle to display the chart in the Dashboard.

• Then, you can customize the Chart.

• Change the Title and the Sub Title of the Chart in the Title and Short Description section.

• Background: You can customize the background color for the chart.

• Height: The height section enables you to alter the height of the chart.

• Legend: Disabling, removes the legend from the chart.

• Then, Enable the Value Restriction to set criteria for the values which are to be included in the chart.

• Click on the Condition.

• Here, set the Criteria on Value Restriction: Condition to include the records only if the estimate’s customer is not empty.

• Once the criteria are set, click on the Create button.

• In the X-Axis, you can set the Data type as Monthly, Weekly, Discrete Values, and Numeric Ranges. You can also add a label for it from the label section.

• You can also set the X Data Attribute value. Here, the attribute is chosen as the Data Type is Time (Monthly) and the Attribute is Estimate Date.

• Once the attribute is set for X-Axis, you can set the attribute for Y-Axis.

• You can set the Aggregation Type of the Y-axis to be either Sum or Count. Here, it is set as a Sum.

• In the Attribute chosen as Total.

• Then, click on the Filter Tab, and enable the Filter and Advanced Filter.

• Here, the Status attribute is selected for the Filter option.

• Then, Click on the Create button.

• You can view the Created chart on the List.

Step 2: Create a Dashboard

• Once the Column chart is created, it is mandatory to create a dashboard for the chart to reflect in the Cases App.

• On the Settings page, click on the Intelligence → Dashboards → App.

• Click on the Create button to create a new dashboard.

• You will be redirected to the Create App Dashboard page, and add the Name, and Description of the dashboard.

• Using the drag and drop a section from the Palette tab followed by the desired chart.

• Click on the Section Name, and you will be navigated to the Inspector tab on the Right side.

• Then, click on Create.

• The new dashboard will be created and you can view the Created Dashboard in the List.

• Now, go to the Dashboard section in the Estimates App.

• You can see the created dashboard - Estimate Amount Chart.

• To filter out the records, you can click on the Filter icon and determine the status based on which the record is to be filtered.

• You can also download the chart in CSV format by clicking on the hamburger icon.

• Now the downloaded data will be as shown below.