Praxsuite

Dashboards in Praxsuite

documentation/core/dashboards

Dashboards in Praxsuite

Learn what Praxsuite Dashboards are, how to use them to monitor KPIs and operations, and how to configure charts, public or private visibility, active status, and automatic update intervals.

Dashboards are the visible layer of Praxsuite. They transform the data stored in your Tables into clear, visual insights that help you monitor performance, detect issues early, and make decisions faster.

A good way to think about it:

  • Tables store the truth

  • Dashboards show the truth

Dashboards do not store or modify your data. They read from Tables and display the information in a format that is easy to understand and share.

What dashboards are used for

Dashboards help business owners and teams answer questions like:

  • What’s happening right now in my operation?

  • What changed this week compared to last week?

  • Where are we improving and where are we falling behind?

  • Which areas need attention first?

They are commonly used for:

  • KPI monitoring and executive reporting

  • Operational control (work queues, bottlenecks, SLA risk)

  • Sales and pipeline visibility

  • Customer support performance

  • Project progress tracking

Common dashboard use cases

Here are broad examples that work across most businesses:

Sales dashboard

  • Pipeline by stage, monthly revenue trend, win rate, top accounts

Operations dashboard

  • Open vs closed work, backlog, cycle time trends, SLA compliance

Customer support dashboard

  • Tickets by priority, response time trend, unresolved cases list

Finance dashboard

  • Expenses vs budget, cashflow trend, overdue invoices

Leadership overview

  • High-level KPIs across departments or regions in one place

How dashboards are built in Praxsuite

Dashboards are built using a grid layout and widgets.

  • The grid is the canvas where you place visuals.

  • Widgets are the components you drag onto the grid (charts, KPI tiles, etc.).

  • Each widget connects to a data source (usually a Table) and uses selected columns to display information.

Dashboards are designed so you can start simple (a few charts) and expand over time as your reporting needs grow.

Creating a dashboard

You can create a dashboard from the main navigation area (Home menu) using the Create New Element flow.

Typical creation flow:

  • Click Create New Element (+)

  • Select Dashboard

  • Enter a dashboard name

  • Create and open the dashboard editor by clicking in the "Edit Mode" Button located on the top right corner

Once created, you can start dragging widgets into the grid and configuring them.

Dashboard chart widgets available

Praxsuite dashboards support several chart types, each useful for different questions:

Area Chart

  • Best for showing trends over time with volume or accumulation (growth, activity, usage)

Bar Chart

  • Best for comparing categories (sales by region, tickets by priority, revenue by product)

Line Chart

  • Best for tracking change over time (revenue trend, daily activity, progress over weeks)

Pie Chart

  • Best for showing proportions (market share, distribution by category, composition of a total)

Radar Chart

  • Best for comparing performance across multiple dimensions (strengths vs weaknesses across areas)

Radial Chart

  • Best for showing progress or completion across categories in a compact format (goal progress, KPI completion)

User Time

  • Best for tracking or displaying time-based user information (useful in time monitoring and activity contexts)

Key dashboard features

Public vs Private

Dashboards can be set to:

  • Public: shareable and accessible via a public view (useful for external reporting or broad internal visibility)

  • Private: restricted to authorized users inside the Workspace

This lets you decide whether the dashboard is meant for internal teams only or for wider audiences.

Active vs Inactive status

Dashboards support a status setting:

  • Active: the dashboard is live and intended for use

  • Inactive: the dashboard is not currently in use (useful for drafts, archived reporting, or temporary dashboards)

This helps keep your Workspace clean and prevents teams from relying on outdated dashboards.

Update interval

Dashboards can be configured to refresh automatically using an update interval (for example, every 30 seconds, 1 minute, or 5 minutes).

This is useful when dashboards are used as live operational monitors, such as:

  • real-time ticket monitoring

  • live production or logistics tracking

  • current queue/backlog control

View mode and editing

Dashboards support an editing experience where you:

  • drag widgets onto the grid

  • configure data sources and chart settings

  • save changes

  • switch into a viewing mode for clean presentation

Branding and appearance

Dashboards can include visual settings such as:

  • titles and headers

  • default widget titles

  • branding toggles

  • background and panel colors

  • typography (font and size)

This is especially useful when dashboards are shared across teams or used in leadership reporting.