# Dashboards Dashboards are visual display tools used in data management and analysis to track, analyze, and display key performance indicators (KPIs), metrics, and data points. They provide an at-a-glance view of the current performance and historical trends, often presented in graphs, charts, and tables, enabling users to make data-driven decisions efficiently. Dashboards can be customized to show real-time data specific to a business’s goals and objectives. The BI Dashboards on the [FieldWorker platform](https://dev.fieldworker.ai/reports) serve as the central intelligence hub for an agency. This section transitions from simple data entry to high-level business intelligence, providing administrators and owners with a real-time, visual pulse on every facet of their operations. By aggregating data from across the system—including [Customers](https://dev.fieldworker.ai/reports), [Billing](https://dev.fieldworker.ai/reports), and [EVV](https://dev.fieldworker.ai/reports)—these dashboards transform raw information into actionable insights for strategic decision-making. #### Domain-Specific Intelligence The dashboards are organized into a tabbed interface, allowing you to pivot your focus across different operational domains: * Demographics: Deep-dive into the makeup of your participant population (Age, Gender, Race, etc.). * HR: Oversight of staff metrics, tenure, and organizational structure. * Financial: Real-time tracking of revenue, outstanding invoices, and profitability. * Customer & Employee: Individualized performance and engagement metrics. * Company & Units: Macro-level views of agency-wide performance and service unit utilization. * EVV: Compliance tracking for field visits and electronic verification. #### Visual Analytics Components Each dashboard utilizes a consistent set of visual tools to make complex data digestible at a glance: * KPI Scorecards: Large-format counters at the top of each page provide instant totals (e.g., Total Customers: 2,001) and month-over-month comparisons to track growth or attrition. * Interactive Charts: Using donut charts, line graphs, and bar visualizations, the system breaks down data by category—such as Customer Population trends over the last 12 months. * Drill-Down Tables: Beneath the visual layers, the Tabular Data section allows admins to view the raw records (e.g., `cus_id`, `cus_name`) that feed into the charts, ensuring total transparency and auditability. #### Reporting and Automation Beyond static viewing, the dashboard functionality is built for ongoing oversight: * Real-Time Sync: Data is pulled directly from the [FieldWorker](https://dev.fieldworker.ai/reports) database, ensuring that today's field notes and billing entries are reflected in your analytics immediately. * Report Scheduler: Integrated with the Report Scheduler sidebar, these visual insights can be automated for delivery, ensuring that stakeholders receive performance updates without manual exporting. > Manager Tip: Use these dashboards to prepare for state audits or board meetings. The visual nature of the reports makes it easy to demonstrate Service Integrity and Regulatory Compliance without needing to manually compile spreadsheets. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fieldworker.gitbook.io/fieldworker-docs/fundamentals/pages/dashboards.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.