Dashboards

All the information on a single screen

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.

Dashboards in Fieldworker

For a social agency, Business Intelligence Dashboards provided by the platform provided a whole range of information on a single topic, or employee, or a customer in a user-friendly graphical way. The dashboards, if subscribed by your agency, are accessible from the Reports screen, which can be reached from the icons at the top right.

The platform currently supports various dashboards catering to specific audiences.

Demographic dashboard

provides key characteristics of the population served by the agency, changes in the population, and a summary of attributes in a table for all active customers.

HR Dashboard

an overview of all your employees, their distribution under various managers, and the no of customers being served by them.

Financial Dashboard

provides a visual summary of the revenue cycle in a given month.

Customer Dashboard

for a selected customer, indicates month-over-month changes, or growth on various parameters.

Employee Dashboard

a summary of the work being done by an employee, and changes month over month