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PilotWorks - Dashboards tab

PilotWorks’ live, role-based dashboards allow organisations to tailor information to specific functional roles. For example, a marketing director’s dashboard might include summary information about advertising costs per lead, while a sales manager’s might include summary information about new opportunities created, deals stuck in the pipeline, and sales performance by region. Unlike static dashboards that provide only summary information, PilotWorks’ can be linked to underlying analyses, allowing deeper investigation to isolate and understand the drivers of performance. Dashboards can be expanded beyond functional groups and made public or kept private to be viewed only by the individual who created it.

Dashboard screenshot

Personalized dashboards can be tailored to specific objectives, individuals or groups

Key features and benefits

  • Live dashboards: Dashboards are automatically refreshed to provide latest performance information.
  • Personalized, role-based dashboards — departmental, regional or individual: The ability to create an unlimited number of dashboards, tailored to specific objectives, individuals or groups, delivers directly relevant information to users. Publishing rights can be defined as public, limited to a group, or private.
  • Drill-down capabilities: Managers can probe deeper into areas of interest, directly from dashboards into related reports, to isolate and understand the drivers and roadblocks to progress toward goals.
  • Packaged dashboard templates — Benchmarking, Trending, Ranking, Contributions: Simplifies the process of creating dashboards:
    • Compare up to 10 items with user-defined targets, another metric or time period (e.g., yearly, last seven days).
    • Display trends over multiple periodicities and time periods.
    • Show top performers for specific time periods.
    • Use familiar bar charts to decompose metrics into defined components.
  • Customized dashboards: Users can build a dashboard from scratch or personalize an existing one to suit their needs.
  • Multiple-model dashboards: Information can be drawn from multiple sources, but displayed in a single panel.
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