Dashboard
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      2. 2 - Product management in Bluestone PIM
      3. Dashboard

      Set up/edit your dashboard

      Quickly access important information

      The Dashboard improves productivity by offering quick access to important information, helping you to work efficiently and make better decisions.

      The Dashboard consists of customizable widgets sourced from products, assets and tasks information in PIM. Set up your own dashboard presenting information in a way that suits you the best.

      Note: Your organization might have set up a default dashboard for all users. See Set up the default dashboard for more information. Once edited, you will get your personal dashboard. 


      Do the following to set up/edit your dashboard:

      1. Select Dashboard from the main navigation bar:

      2. Click Edit in the upper right corner to start setting up the dashboard.
      3. If relevant, you can select 'Copy from another user'. Then the selected user's dashboard is copied and can be edited as your own.
      4. Add widgets by clicking the plus icon (Add widget). The following page is presented:



      5. Select the relevant type of widget from the categorized list on the left-hand side. 
        See Dashboard widgets for details about each widget type.
      6. If the selected widget needs to be connected to a Saved view, click the dropdown to select the relevant view.

        Tip! Please see Product views and Asset views for information on how to create such views.   

      7. If the selected widget needs to be connected to a Context, click the dropdown to select the relevant context.
      8. The "number" widgets (e.g. 'Products in saved view (number)') are presented with a colored header. Select relevant color from the Information dropdown.
      9. Verify your setup in the Preview.
      10. Click Add to dashboard. 
      11. Repeat steps 4 - 10 until all desired widgets are added.
      12. Optionally re-arrange the placement of your widgets by using drag-n-drop:

      13. If you need to change the configuration of a widget, hover it and click the cogwheel icon.
      14. If you want to remove a widget, hover it and click the trashbin icon.
      15. Click Save when you are happy with the setup.

      Tip! Pie chart slices can be hovered to view the %. When clicked, the resulting items are presented in the grid.

       

      Dashboard widgets

      The following widgets are available, categorized into 'Assets', 'Products', 'Tasks' and 'Other':

      Assets

      • Assets in saved view (number)
        Displays how many assets there are in the selected asset saved view.

      Products

      • Product activity
        Presents the number/percentage of products that were Created, Updated and Unchanged in the selected context during the selected time period.
      • Product analysis last updated
        Presents a list of products that were updated during the selected time period.
      • Product completeness
        Presents the number/percentage of products that fulfill and do not fulfill the completeness requirements in the selected context and category.
      • Product status
        Presents the number/percentage of products with status Published and Draft in the selected context.
      • Product trends
        Presents a graph showing the number of/difference in products matching a query from day to day for the selected time period. Note that this option is only available for organizations having the Metrics plugin activated.
      • Product with/without assets
        Presents the number/percentage of products having/not having assets in the selected context.
      • Products in saved view (list, PPE)
        Presents a list of products from the selected saved view in the selected context. To be set up for PPE users.
      • Products in saved view (list)
        Presents a list of products from the selected saved view in the selected context.
      • Products in saved view (number, PPE)
        Displays the number of products from the selected saved view in the selected context. Widget color can be selected according to the type of information. To be set up for PPE users.
      • Products in saved view (number)
        Displays the number of products from the selected saved view in the selected context. Widget color can be selected according to the type of information.

      Tasks

      • My tasks
        Presents a list of All/Unresolved/Resolved tasks assigned to you. The tasks can be sorted by ascending/descending title or due date.
      • My tasks PPE
        Presents a list of All/Unresolved/Resolved tasks assigned to you. The tasks can be sorted by ascending/descending title or due date. To be set up for PPE users.

      Other

      • JSON import status
        Presents a list of initiated/performed imports with relevant status. The list can be sorted by status. 
      • Product base price updated
        Presents a list of products where the base price was updated during the selected time period. Note that this option is only available for organizations having the Price management plugin activated.