Overview
LinkSquares Custom Dashboards are tailored to your specific business needs.
LinkSquares Custom Dashboards include additional filter options, and the ability to edit existing reports and personalize new reports.
Your Customer Success Manager can guide you in what the best option is for your workflow and output of reporting.
If you would like to learn more about the basics of the LinkSquares Analyze Dashboard, refer to our article on Analyze Dashboard.
Process
The LinkSquares Dashboard can be accessed by navigating to the Dashboard tab within the navigation bar.
Editing Dashboard Filters
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Created this year
- Version was updated in the last seven days
- Pen activity in the last 30 days
- Time selector set by day increments
From here, click the Filters option. These filter conditions can be changed by any user who can view the dashboard.
To set a new default that all users will see, click the kebab menu in the corner of the dashboard and select Edit dashboard. A pencil icon will appear next to the filters.
Editing Existing Tiles
Any tile can be resized or moved within the dashboard.
To do this, click the kebab icon in the corner of the tile. Select the Edit option.
If you choose to delete a tile, there is no undo button. You will have to re-create it.
However, if this occurs and you need assistance, LinkSquares Support at support@linksquares.com can recover a tile or the entire dashboard.
Creating Sections
Since we currently only allow one dashboard per LinkSquares instance, one way to section a dashboard for different users is to introduce sections with a text box.
To do this, click Edit and then Add Tile where you can add a flexible text box to place on the dashboard.
Adding New Tiles
To add a new tile, click Edit and then Add Tile where you can add a new visualization.
After selection, an Explore menu will open up with the following sections:
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Field Picker (Left)
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Filters (Top)
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Visualization (Middle)
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Data (Bottom)
Select fields for your data on the left of the screen. Fields can either be a "Dimension" or a "Measure," which are clearly indicated in the drop-down menus.
The remainder of Explore consists of filters, visualization, and data which are the building blocks for creating a new dashboard tile.
Filters (Top)
For any field, click the filter icon to make it a filter, rather than a data source for your visualization.
Visualization (Middle)
Once you have selected source fields for your visualization, you can click Run and a visualization will appear.
From here, you can edit the type of chart/graph you want, and modify display settings like the legend and axis labels for your graph.
Data (Bottom)
Overview:
- Fields you have selected as source data appear at the bottom
- Dimensions are highlighted in blue
- Measures are highlighted in orange
From here, you can also pivot the data for example with Smart Values (e.g., Automatic Renewal). The pivot icon can be viewed in the Field Picker and easily applied to the data.
Note: When you have added new fields to the data below, columns will appear empty until you click Run. Remember to click Run to see the updated results.
Simulation
Making a Bar Chart
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Effective date [dimension] >>> Event Date (Day/Month/Quarter) + Event Type (Effective Date)
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Automatic Renewal [dimension] >>> PIVOT
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Total Agreements [measure]
Switching Axes
It is very easy to switch axes by selecting different chart options within the Visualization menu.
Applying Stacked Bars
After pivoting with a Smart Value (e.g. Termination for Convenience), it is useful to view the visualization as a stacked bar. You can apply this in the Edit section of the Visualization bar as illustrated above.
Examples
Please refer to the Tile Guide attached at the bottom of the article for more detail.
The following examples are shown below:
Example 1: Agreements Uploaded by Month
Example 2: Agreements by Agreement Type
Example 3: Agreements Renewing by Month With Automatic Renewal
Example 4: MSAs Renewing This Year by Month With Automatic Renewal & Termination for Convenience
Example 5: Agreements Renewing This Year by Month and Agreement Type With Automatic Renewal
FAQ
I added new agreements/Smart Values/terms but they are not showing up in my dashboard. What happened?
First, every user with access to the dashboard will have to click Clear cache and refresh in the dashboard menu to see if the new data and tiles show for them.
If the dashboard filter has not been changed, the previous results will be stored in a cache on each user's browser until they refresh or edit their filter.
Can two users edit the dashboard at the same time? What happens if they both try to edit the same tile?
No. It is best practice and important that only one user edits the dashboard at a given time.
Can user-generated Terms be used for filters or new tiles?
Yes. You can find user-generated Terms and values in Explore for Analyze.
You can use these in the same way for Smart Values:
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User-Generated Values >>> FILTER
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User-Generated Term Values >>> PIVOT
How can we currently handle different users wanting to see a different dashboard?
Currently, LinkSquares only allows one dashboard per LinkSquares instance.
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Create sections with a label for each department and relevant charts underneath. Reference the Creating Sections section within this article.
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Create a dashboard-wide filter on a tag or type, and have users filter on that tag or type to filter all cards on the dashboard to only agreements relevant to them. Reference the Editing Dashboard Filters section within this article.