Visual Cockpit
15. Real-Time Dashboard Builder
The Dashboard Builder enables teams to compose tailored executive cockpits. Combine high-level revenue counters, bar graphs, pipeline funnels, and recent activity streams into flexible layouts.
Available Widget Types & Visualizations
Flexible modular widgets that compose comprehensive executive views:
| Widget Type | Supported Data Sources | Business Purpose |
|---|---|---|
| Metric Counter Card | Deals, Invoices, Leads, Custom Modules | Highlights high-level totals (e.g., Monthly Closed Revenue) |
| Stage Distribution Bar | Deals Pipeline, Custom Workflows | Visualizes volume distribution across sales milestones |
| Recent Activity Stream | Activities, Calls, Meetings, Stage Moves | Keeps management apprised of real-time team actions |
| Table Snapshot | Overdue Invoices, Hot Inbound Leads | Lists actionable high-priority items requiring immediate intervention |
Dashboard Builder Alternatives Comparison
| Dashboard Dimension | SHPI Dashboard Builder | Standalone Dashboard Tools | Spreadsheet Summary Tabs |
|---|---|---|---|
| Ease of Composition | Drag-and-drop widget arrangement with instant live data | Requires complex SQL queries or proprietary formula languages | Formulas easily broken by teammates inserting new rows |
| Security & Permissions | Inherits workspace role-based access rules automatically | Requires managing separate accounts and access permissions | Spreadsheet link sharing often exposes sensitive financial data |
| Speed & Responsiveness | Rendered instantly on-device without cloud latency | Heavy queries cause dashboard pages to lag and freeze | Recalculating entire workbooks slows down user machines |