Set up your Dashboard

Your product information can be easily viewed through customizable widgets sourced from PIM on the Dashboard. 

Role Access (Managed roles):
System Admin
Read more about access management here.


How to edit dashboard              Dashboard widgets

The benefits of using the Dashboard:

  • Quick access to product information: The dashboard provides an overview of your product information through customizable widgets sourced from PIM. You can add as many widgets as you need to your dashboard, making it easier to quickly access the information you need.

  • Customization options: You can customize your dashboard, so you can organize and present information in a way that works best for you. You can create new widgets, edit existing ones, and even share your dashboard with other users.

  • Improved productivity: By easily accessing important information, you can work more efficiently and make better decisions. The dashboard also offers a clear view of tasks and deadlines, helping you stay on top of your work and manage your time more effectively.

TipEdit the default Dashboard under the settings for all users. 


How to edit your dashboard
  1. To edit your dashboard click on the Edit button in the upper right corner. 
  2. Then select whether you want to edit your own or another user's dashboard.

  3. You can create a new Dashboard from scratch or copy one from another user by clicking the + icon to access the available widgets.


Dashboard Widgets

 

There are several different widgets to choose from:


    Asset Analysis Box View

    The Asset Analysis Box View widget shows how many assets you have in your saved asset view. To have any views to select, you need to create views on assets. 

    Tip! A view includes your current filter selection. 


    How to add the Asset Analysis Box view:

    1. Filter on the asset labels that you want to save a view from.
    2. Click the Save View icon. 

    3. Create a new or update the existing view by entering a name and clicking Save.

    4. Go the Dashboard by clicking the Bluestone PIM logo in the upper left corner.
    5. Go into edit mode
    6. Click on the + icon to see the widgets. 
    7. Find the Asset Analysis Box View, and click Add widget

    8. Select the recently saved view, context, and information.
    9. Click on Save, and add a widget.

    10. You will see the widget on the Dashboard in Edit mode. Drag and drop the widget to move it.
    11. Hover over to edit widget settings or delete the widget.
    12. Click Save to update the Dashboard.

    13. Click on the widget to see the assets you have saved to your asset view.

      Back to the widgets overview

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      Product Statistic Chart

      The Product Statistic Chart consists of 4 different widgets; product status, product activity, product asset information, and product completeness. Click a chart pie to view the resulting items in the grid. 



      How to add the Product Statistic Chart:
      1. In the Dashboard, go into edit mode.
      2. Click on the + icon to see the widgets. 
      3. Find the Product Statistic Chart, and click Add widget.
      4. Select the context and type, such as product status, activity, asset information, or completeness.
      5. Save your selection and add a widget to your dashboard.
      6. In Edit mode, you can move the widget by dragging and dropping it.
      7. To edit or delete a widget, hover over it and adjust the settings as needed.
      8. Click Save to update your dashboard with the changes.


      Product Status

      The Product Status will show the amount and percentage of products with status; Published, Draft, On hold



      Product Activity

      The Product Activity will show the amount and percentage of products with status; Created, Updated, Unchanged.

      The status can be filtered by, Today, Last 7, 14, 30, and 90 days. 



      Product Asset Information

      The Product Asset Information will show how many products have assets assigned or not, With Assets, Without Assets. 





      Product Completeness

      The Product Completeness will show how many product statuses are; Complete, Need work.



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      Product Analysis Last Updated

      The Product Analysis Last Updated widget shows products that recently have changed. If a product has several changes, only the latest change will be shown in the list. The overview will display the product name, number, and updated timestamp information. 

      How to add the Product Analysis 'Last Updated':

      1. In the Dashboard, go into edit mode.
      2. Click on the + icon to see the widgets. 
      3. Find the Product Analysis Last Updated, and click Add widget.
      4. In Edit mode, you can move the widget by dragging and dropping it.
      5. To edit or delete a widget, hover over it and adjust the settings as needed.
      6. Click Save to update your dashboard with the changes.

      In the dropdown menu, click on the filter to see updates made in the Last 24, 48, and 72 hours. Either by All or My updates.

       

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      Product Analysis List View


      The product analysis list view widget shows products from a saved view, which displays the product name, product number, and updated timestamp information. 

      • Click on View all, to see more details about the products.

      Tip! Click the Bluestone PIM logo to go back to your Dashboard

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      Product Analysis Box View


      The product analysis box view widget shows a quick summary of the number of products in the current view.

      • Click on the widget to see more details about the products. 

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      My tasks 


      The My Tasks widget shows all tasks that are assigned to you. 

      • Click on a task to see more details in the tasks grid.

      • Filter tasks in the drop-down menu.


      Please note: The default dashboard is visible for users with no widgets assigned to their personal dashboard. 

       

      • Click the Settings icon in the left main navigation bar, then click on Default Dashboard. 
      • Then add widgets to make a default dashboard for all users who don't have access to edit their dashboard. 

      Learn how to set up the Dashboard widgets 

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