Dashboards
Build custom dashboards to monitor procurement metrics
Updated 2025-01-154 min read
Dashboards
Create custom dashboards to monitor the metrics that matter to your business. Track vendors, agencies, opportunities, and market trends in one place.
Dashboard Overview
Dashboards provide:
- Real-time monitoring - Live data updates
- Custom layouts - Arrange widgets your way
- Multiple dashboards - Different views for different needs
- Team sharing - Share insights across your organization
Creating a Dashboard
Available Widgets
Metrics Widgets
| Widget | Shows |
|---|---|
| Opportunity Count | Active opportunities matching criteria |
| Pipeline Value | Total value of tracked opportunities |
| Win Rate | Your historical success rate |
| Contract Value | Total active contract value |
| Days to Close | Average time to contract award |
Chart Widgets
| Widget | Visualization |
|---|---|
| Spending Trend | Line chart of spending over time |
| Category Breakdown | Pie chart of spending by category |
| Vendor Comparison | Bar chart comparing vendors |
| Agency Distribution | Treemap of agency spending |
| Timeline | Gantt-style contract timeline |
List Widgets
| Widget | Content |
|---|---|
| Top Opportunities | Best matching opportunities |
| Closing Soon | Opportunities nearing deadline |
| Recent Awards | Latest contract awards |
| Watched Vendors | Activity from tracked vendors |
| Watched Agencies | Updates from tracked agencies |
Tip
Start with a template dashboard and customize from there.
Configuring Widgets
Each widget can be configured:
Data Source
- Select data type (opportunities, contracts, vendors, etc.)
- Apply filters (date range, agency, category)
- Set aggregation (count, sum, average)
Visualization
- Choose chart type
- Select colors
- Configure axes
- Set thresholds/alerts
Display Options
- Widget title
- Size (small, medium, large)
- Refresh interval
- Show/hide details
Dashboard Templates
Start with pre-built templates:
Pipeline Dashboard
- Active opportunities
- Pipeline value by stage
- Closing timeline
- Win rate trend
Competitive Intelligence
- Watched vendor activity
- Recent competitor wins
- Market share trends
- Category changes
Agency Focus
- Single agency deep dive
- Spending by category
- Top vendors
- Upcoming opportunities
Market Overview
- Government-wide spending
- Hot categories
- Emerging trends
- Policy impacts
Arranging Layouts
Drag and Drop
- Click and drag widgets to reposition
- Drag edges to resize
- Snap to grid for alignment
Layout Options
- Single column - Mobile-friendly
- Two column - Balanced view
- Three column - Dense information
- Custom - Freeform placement
Responsive Behavior
Dashboards adapt to screen size:
- Full layout on desktop
- Collapsed on tablet
- Single column on mobile
Dashboard Actions
Refresh
- Automatic refresh at set intervals
- Manual refresh button
- Last updated timestamp
Filters
Apply dashboard-wide filters:
- Date range
- Agency selection
- Category focus
- Value threshold
Export
Export dashboard views:
- Screenshot (PNG)
- PDF report
- Data export (Excel)
Note
Schedule automated dashboard exports to be emailed to stakeholders.
Sharing Dashboards
Team Sharing
Share dashboards within your organization:
- Click Share on the dashboard
- Select team members or groups
- Set permissions (view/edit)
- Send notification
Public Link
Create view-only public links:
- Generate shareable URL
- Set expiration
- Track views
- Revoke access
Dashboard Best Practices
Keep It Focused
- One dashboard, one purpose
- 5-8 widgets maximum
- Clear hierarchy
- Meaningful titles
Design for Scanning
- Most important metrics top-left
- Use consistent colors
- Add context (goals, thresholds)
- Include trends, not just snapshots
Maintain Regularly
- Review relevance quarterly
- Archive unused dashboards
- Update filters as needs change
- Clean up stale widgets
Next Steps
- Vendor Analytics - Data for widgets
- Procurement Analytics - Agency data
- Reports - Detailed reporting
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