With ITBOOST Business Intelligence (BI), creating your own custom BI Dashboard & Metrics are simple!
You can add your very own Business Intelligence (BI) dashboard, which serves as a high-level overview of your business operations and allows you to create standardize metrics to establish understanding of the new trends that you can use for optimization of your MSP performance. Let's take a look, shall we?
1. Log in to ITBOOST.(Need help? Click here!)
You already have good idea about features of the Main Navigation Bar . One of those options is Business Intelligence (BI).
At Main Navigation Bar, go to BI Dashboard by clicking at icon "Pie Chart":
That's the one. Give it a click.
Hang on! . . . . . . There's MORE to the story!
Here, you'll explore lots of great BI Metrics on the BI default dashboard “Companies” and you can reuse them on your custom dashboard.
- Ticket by Owners
- Nos of Tickets
- Board Wise Acknowledgement Time
- Avg Acknowledgement Time
- Ticket by Priority
- Ticket by Statuses
- Ticket by Boards
Now, you can see most of the pre-designed BI Metrics on default tab “Companies”, but this is not enough? Let's look at what we have here, you can add custom tab and widgets of your own.
Remember how we talked about those tabs on the Global Dashboard? The ones that group categories into separate heads-up displays?
No? You don't remember this?
Yeah! Those tabs!
Well, suppose we told you that you could actually MAKE your own BI tabs? And name them? AND pick the icon to go along with them?
2. The top of your ITBOOST screen should look similar to this:
3. See right under the ITBOOST logo, where it says Companies? This is your default tab!
So let's suppose you want another tab? Easy peasy. See that Add Tab icon right next to Companies?
Yep, that one. Click it!
And here we are.
Here, you can name your new tab anything you like.
Once that's done, you have some options. Click the drop-down arrow at the right-end of Options to see. They are:
- Add Blank Tab - which lets you build a new tab from scratch
- Copy Default Tab - which lets you build a new tab out of one of the native tab (Companies)
- Copy Existing Tab - allows you to make a copy of a previous tab you created and use it as a foundation to build a new tab
- Reopen Closed Tab - for when you've gotten rid of a tab you only thought you didn't need. Silly you.
Now, once you've selected everything, just click the Save button, and Voila!
Now, click on the Gear icon again, and you'll be taken to a screen where you can add whatever widgets you like. Just find them in the drop-downs at the top of the screen, and place check marks by the ones you want or create your custom widgets!
This is all part of our efforts to help you to manage your BI Dashboard and add Custom BI Widgets the way you want it to look.
Note: Please note that the default Companies BI Dashboard and its widgets is only for reference. You may have to create your own Dashboard according to your requirements and add/configure widgets accordingly.
Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.