TABLE OF CONTENTS

• How to Create a New Dashboard?
• Default Charts that can be added to Rocketlane Dashboards
• Default Cards that can be added to Rocketlane Dashboards
• How to Create and Add Custom Cards to your Dashboards?
• How to Add Custom Charts to your Dashboard?
  
  

Dashboards help you to present your project data in a manner that visually tracks, analyses, and displays key performance indicators (KPI), metrics, as well as key data points, allowing you to monitor the current state of your projects. It is a collection of widgets that present data in a way that gives you an overview of important KPIs.

You can create your  own custom dashboards in Rocketlane by adding widgets namely charts and cards.

How to Create a New Dashboard?

1. Click on the New dashboard button from the top right corner of the screen.
   
   
2. Add a name for the dashboard and choose the visibility for the same. You can either let the dashboard be visible to everyone or you can choose for it to be private to you. Click Create to add the dashboard to your Saved Dashboards list.
   
   
   
   
3. Click on the hamburger icon from the top left side of the screen to switch the dashboard views.
   
   
   
   
4. The dashboards that you have created irrespective of whether they are private or shared will be visible to you under the 'My saved dashboards' section. 
   
   The icon preceding your dashboard name will help you to identify whether it is shared/ private.
   
   
   
5. Click on 'New chart' to select from a range of default and custom widgets namely cards and charts to add to your dashboard.
   
   
   
   
6. Select from a range of default chats and cards available to add widgets to your dashboard. You can also create and add custom widgets to your dashboard.
   
   
   

Default Charts that can be added to Rocketlane Dashboards

Charts are widgets that add a strong visual impact to your data and make it easier to spot trends, areas of concern, and successes. You can create insightful charts by comparing different values and KPIs.

• Inferred Progress by Project Owner
  Know which project owners are keeping projects running on track or late and allocate resources better
  
  
• Project by Status
  Know the number of projects that have been completed or are in progress or blocked etc
  
  
• Project by inferred progress
  Know how many projects are running late, on track or running ahead of time
• Task by status
  Know how many tasks are in progress, blocked, completed etc
  
  
• Status by phase
  Know how many phases are in progress, overdue, completed etc
  
  
• Inferred progress by template
  Know which of your projects split by template source are on track or running late

Default Cards that can be added to Rocketlane Dashboards

Cards are widgets that will display the total or average of all the project fields that have numeric values. This is a great way to display important project metrics.

• Project Count
  Apply filters and get the number of projects which match the filter conditions
  
  
• ARR
  Apply filters and get ARR which matches the filter conditions

Note: You can customise default charts and cards by applying filters for the values to be displayed. This will help you to customise the widgets based on your requirements.

How to Create and Add Custom Cards to your Dashboards?

A custom card will display the total or average of all the project fields that have numeric values. This is a great way to display important project metrics.

1. Click on New chart.
   
   
   
   
2. From the New chart dialog box, select Add custom card and click Next.
   
   
   
3. In the New card dialog box, choose the relevant information and customise your card.
   • Card Name: Add a card name. 
     
     
   • Choose a field for the card: Choose from a range of default or custom project fields that you want to display on the card. 
   • Total/ Average: You can also choose if you want to see the total value (in cases where you need absolute figures) or the average value (in cases where you want an idea of the typical values) of the field. 
     
     
   • Add Unit (optional): Add the unit for the numeric value being displayed on the card. For example, in case you want to display the Annualised Recurring Revenue (ARR)/ Project Fee generated by the projects, you can add $ or USD as the unit value to make the card more comprehensible in the first glance. 
     
     You can choose to add the unit as a prefix or a suffix.
     
     
   • Add Dynamic Conditions (optional): You can add filter conditions in case you want to view specific values only.
     
     
     
     
4. Make sure to name the card appropriately based on the filters applied. Click Create to add the custom card to your Dashboard.
   
   
   

How to Add Custom Charts to your Dashboard?

Custom charts add a strong visual impact to your data and make it easier to spot trends, areas of concern, and successes. You can create insightful charts by comparing different values and KPIs.

1. Click on New chart.
   
   
   
   
2. From the New chart dialog box, select 'Add custom chart' and click Next.
   
   
   
3. In the 'New chart' dialog box, choose the relevant information and customise your chart.
   • Chart Name: Add a relevant name for your chart.
     
     
   • Chart Style: Choose whether you want to see a column or a line chart. The information below can help you determine which chart type would be better option for you.
     
     
     • Column Charts are used to demonstrate how data evolves over time or to compare two things side by side. Comparing numerical data, such as monthly sales of a product, that was recorded on several dates or under various circumstances, is one example.
       
       Grouped column charts are a useful tool for displaying data on several subgroups of the primary categories, such as monthly sales for a variety of products. Use bar or column charts if you are interested in specific data rather than overall trends.
       
       
       
     • Line charts should be used in cases of comparing many dependent variables to one independent variable, for as the sales figures for various regions during a specific period of time. 
       
       Using line charts, you can quickly identify spikes and crashes in a continuous data stream. Since the rate of change is frequently more obvious in a line chart, they are particularly useful for highlighting patterns over time. 
       
       
       
   • Create Chart Based on: You can choose to define your chart based on either Projects or Tasks. This depends on the granularity of the metrics you want to compare and present.
     
     You can choose to display the values for project fields on the x and y axes by selecting Project, and you can do the same for task fields by selecting Task.
     
     
     
   • X axis: Choose the project/ task fields you want to display on the x axis of your chart. Note that the x axis will only display project/ task fields with non numeric values.
     
     
     
   • Scale (conditional): Any fields with date as value type, will have an additional filter called scale which helps you choose how you want to group the data with the options being weekly, monthly or yearly.
     
     
     
   • Y axis: Choose the project/ task fields you want to display on the y axis of your chart. Note that the y axis will only display project/ task fields with numeric values.
     
     
     
   • Total/ Average: You can also choose if you want to see the total value (in cases where you need absolute figures) or the average value (in cases where you want an idea of the typical values) of the field.
     
     
     
   • Group by: You can choose to group the x axis values based on other project/ task fields. Grouped charts are a useful tool for displaying data on several subgroups of the primary categories, such as monthly sales for a variety of products.
     
     
     
   • Add Dynamic Conditions (optional): You can add filter conditions in case you want to view specific values only.
     
     
     
     
4. Make sure to name the chart appropriately based on the filters applied. Click Create to add the custom chart to your Dashboard.
   
   
   

Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.