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Enobase Dashboards · Platform

See the numbers. Find the work behind them.

Give the team a useful review page.

Arrange indicators, charts and records around a specific question. A clear scope matters more than filling every available space.

See it on your own data

Three ways to read the same operation.

Start with the indicators

Select the few measures the team uses to decide what needs attention.

Three ways to read the same operation.

  1. Select the few measures the team uses to decide what needs attention.

  2. Place a relevant list beside the summary so the number has context.

  3. State the period and scope before comparing results.

The details that make the record useful.

Choose the fields that explain the work and the next decision.

See it on your own data

Focused indicators

Use a small set of measures with an explicit business meaning.

Charts with context

Choose a chart that answers the question, and name what it counts.

Supporting lists

Bring the records needed for the review into the same page.

A workspace-specific view

Compose the dashboard around the way your team operates.

The same starting point, shaped for different teams.

These illustrative configurations show how the unit of work changes with the operation.

See it on your own data

A service team reviews open work

Show open jobs and the period under review. Separate work still to complete from work already delivered.

Finance reviews outstanding invoices

Show unpaid invoices with their due dates and amounts. Keep the list that explains the total beside the indicator.

Keep the hand-offs explicit.

Start from the records on each side, then agree which actions belong in the configured process.

See it on your own data

Read the commercial context

Use customer and opportunity records to explain a sales review.

Read the commercial context

Explain the financial position

Bring the relevant accounting records into the review scope.

Explain the financial position

Questions about Dashboards

Start with a defined process and its required records. Agree the configuration and connected actions before extending it to other teams.

CRMExplore the connection with CRM.ExploreProjectExplore the connection with Project.ExploreAccountingExplore the connection with Accounting.Explore

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marketing/screen-finance-dashboard
widget: marketing/screen-finance-dashboard family: screen kind: screen frame: desktop subject: Give the team a useful review page. move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; adapt the record labels and fields to this module; keep the existing screen composition props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-kpi-bar
family: widget; kind: figure; frame: sticker; subject: Focused indicators; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; show Use a small set of measures with an explicit business meaning.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-kpi-bar
family: widget; kind: figure; frame: sticker; subject: Charts with context; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; show Choose a chart that answers the question, and name what it counts.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-kpi-bar
family: widget; kind: figure; frame: sticker; subject: Supporting lists; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; show Bring the records needed for the review into the same page.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-kpi-bar
family: widget; kind: figure; frame: sticker; subject: A workspace-specific view; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; show Compose the dashboard around the way your team operates.; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-kpi-bar
widget: marketing/widget-kpi-bar family: widget kind: figure frame: sticker subject: A service team reviews open work move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: Show open jobs and the period under review. Separate work still to complete from work already delivered.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-kpi-bar
widget: marketing/widget-kpi-bar family: widget kind: figure frame: sticker subject: Finance reviews outstanding invoices move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: Illustrative configuration: Show unpaid invoices with their due dates and amounts. Keep the list that explains the total beside the indicator.; use fictitious Belgian company Atelier Renard; label records consistently; do not present this as a customer testimonial props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-kpi-bar
widget: marketing/widget-kpi-bar family: widget kind: figure frame: sticker subject: The source and destination of a business hand-off move: Highlight the relevant record or field; preserve the operational context neighbour: Other slots explain adjacent steps; this slot shows only the named subject content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance props: Record identifier, source, owner, state and the fields named in the sample not: A claim of universal integration support or an automatically completed business action static: yes
Open asset editor
marketing/widget-kpi-bar
family: widget; kind: figure; frame: sticker; subject: Read the commercial context; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; relationship to crm; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor
marketing/widget-kpi-bar
family: widget; kind: figure; frame: sticker; subject: Explain the financial position; move: Highlight the relevant record or field; preserve the operational context; neighbour: Other slots explain adjacent steps; this slot shows only the named subject; content: September 2026 review; invoices INV-2026-0041 EUR 1200.00 and INV-2026-0042 EUR 800.00; unpaid total EUR 2000.00; illustrative data, not customer performance; relationship to accounting; props: Record identifier, source, owner, state and the fields named in the sample; not: A claim of universal integration support or an automatically completed business action; static: yes
Open asset editor

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