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Dashboard Functionalities: Parameters, Load Time, Inbox, and Chart Tables

Devree Czupinski

The overall product idea is for improvements to dashboards via four main items:

Parameters
1. I would love to see the option to parameterize by more custom field types. One of the easiest things for us to group/parameterize by would be Client ID, but that isn't something I can choose as a parameter today.
Improved Load Time
1. Some days our dashboards load faster than others, but most of the time, when you click into any widget or table, it can take a good bit to fill in the custom fields in that table view.
Inbox in Dashboard
1. The notes that say that dashboards work better if you don't constantly reload them are useful, but that is only feasible for me right now if I don't have to go to the Inbox window separately and then back to the dashboard which leads to reloading everything.
Chart Table Views
1. The expanded capabilities in the Table Type Widgets are nice (grouping, subitems, etc.), I am wondering if these can also be applied in the chart widgets for when you select a portion of the chart to see the table view? Having the "number" or "chart" widgets help see the summary, but often we need to click in to see the details and we don't have those new table widget capabilities there (such as grouping by a custom field).

Anyone else have these items on their wish list? Thanks!

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Comments

Pietro Poli

Love your suggestions @Devree Czupinski

Rohan V

Hi @Devree Czupinski 👋

Appreciate you taking the time to share such a detailed feedback post! This has been shared with the Product Manager. @Pietro Poli, thanks for adding your support too!😊

Devree Czupinski

Thank you @Rohan V for sharing it with the product manager!

Daisy Hibbard

+1 for all four of these ideas!

Parameters - "Location" would for SURE be the most useful for me.
Improved load time - I experience the same thing Devree mentioned.
Inbox - The most requested feature by our employees. They want to see everything they're responsible for in one place.
Chart Table views - What Devree is asking for would be helpful for sure! I run into the same issue of drilling into a piece of a chart for more details, especially in our Projects space. I think I can accomplish what I would like, but it would require setting up another widget, and often what I need is situational. For example, I have a pie chart that shows the breakdown of project owners across the entire company. If I want to see how many projects I'm leading that are website-related, I'm unable to click my piece of the pie and filter by my "Web" custom field. Not the end of the world, but making features consistent and accessible across the board where possible is always great from a user perspective!