Overview of Dashboard

Yeeflow team
Yeeflow team
  • Updated

A dashboard in Yeeflow is a form page of data visualization, it has multiple types of user interface which often provides at-a-glance views of key performance indicators relevant to a particular objectives or business intelligence in real-time. 

Why a dashboard

How to add a dashboard

Blocks of a dashboard

Why a Dashboard

Yeeflow Application offers six components to manage your whole business process. The Data List,  Approval Form, Document Library, Calendar and Form Report, which help you to build your business use and process. Likewise the Dashboard as a tool that allows us to store and display important information from multiple data sources into one, easy-to-access place.

A great dashboard connects to your resource data,  services and APIs, that help you to visually track, analyze and display key performance, metrics and key data points to monitor your business use and process. They are customizable to meet your specific needs of a team or organization. 

Obviously a real-time monitoring will also reduce your repeated work on the hours of manual analyzing that may challenged business.  

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How to add a Dashboard

When you are in the Application page, choose the Dashboard and Name it. Click the more action button and manage its Permissions

After that you may continue to EDIT PAGE and manage blocks. 


  • Manage Permissions ②

Before you start to choose blocks, you may need set the permission for this page of dashboard. All blocks in this page of dashboard will have the same one permission as defined. 

Dashboard has only the VIEW permission only and it has the defaulted permission to all authorized users in this Application. 

Click Edit and you may define new permission for the full page of this dashboard. 

Yeeflow provides the permissions by User(s), Organization(s) and User Group(s)

It is noteworthy that any source data in that block should have the enough permission to view or more actions. Or the user can not see anything or do anything.


  • Edit Page ③

After clicking EDIT PAGE and you may Add a block to this page.  

Yeeflow offers 12 types of block to be assembled in a one dashboard page.  You may add one or multiple blocks before you Publish it. 


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Blocks of a Dashboard

Yeeflow offers 12 blocks that can be assembled to one dashboard page. Also you can create a number of dashboards per your business needs.

Click on each block and you will see some brief description for it. 

Click Add to page will be redirected to the block settings page. 


A table contains the data from source data list. It can also be alternative entrance to add, edit, delete, import and export data item(s). 

A source "Data List" that is used for managing business logic and data. Instead of that, you add this block to have some specific display fields in sorted by conditions generally. 

>> Learn more about the source Data List.

The gallery block creates the card view from the specified data list.

A calendar block displays the schedules of appointments, meetings and important notes. It can be a separate one or contains the data from a source data list. 

A document library block is used to display the documents in designated location("folder") and authorized permission. 

Use a pivot table block to build a list of unique values from a large, detailed data set.

Likewise a pivot table in Excel, Yeeflow offers a powerful tool to calculate, summarize and analyze source data and lets you see comparisons, patterns and trends in your business data. 

As a diagram block,  it always display the graphical representation of source objectives created and managed in Yeeflow. 

Use a summary block to get a summarized number by conditions from a large source data list. 

A description block is a Rich Text. You may use it for information sharing or announcing. 

>> Learn more about Rich Text. 

A text & image block give you a richer way to display the format text, set the background color and images

Use the image gallery block to dynamically display the images in multiple layouts from a source data list or document library. You may set the source where the images stored and the filter conditions, you may also limit the number of images.

Embed video, livestream, feed, post, or widget that from all over the internet site. It helps users to watch the outside resource without jumping. 

  • Custom Code

Custom code block is a definitely a most powerful tool that allows you to implement any function you need by JavaScript code. 

It requires to implement an interface and you may learn more about how to use Custom Code

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