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Dashboard types

You can manage single-estate or multi-estate dashboards.

Multi-estate dashboard

The multi-estate dashboard lets you view data for multiple sub-estates simultaneously.

Restriction

You can select only 200 sub-estates at a time.

To select which sub-estates' data is shown on the dashboard, do as follows:

  1. On the Manage dashboards page, click a multi sub-estate dashboard.

    Tip

    In the Type column, you'll see if a dashboard is a Multi or a Single type.

  2. On the search bar, click the Sub-estate icon Sub-estate icon..

    Multi-estate search bar.

  3. On the Select sub-estates page, do as follows:

    1. In Data regions, select a data region.
    2. In Sub-estates, select the sub-estates for which you want to display data.

      You can see your selected sub-estates in the Selected column.

    3. Click Apply.

    Select sub-estates page.

Data for your selected sub-estates shows on your dashboard and widgets.

Single-estate dashboard

The single-estate dashboard lets you view data for a single sub-estate.

To view a sub-estate's data, do as follows:

  1. On the Manage dashboards page, click a single-estate dashboard.

    Tip

    In the Type column, you'll see if a dashboard is a Multi or a Single type.

  2. On the search bar, click the Sub-estate icon Sub-estate icon..

  3. Select a customer for which you want to display data.

    Single-estate search bar.

Data for your selected sub-estates shows on your dashboard and widgets.