Overview

A Visualization Dashboard is a professional data visualization capability in the Report module of Sanplex, designed for enterprise reporting scenarios. It supports viewing built-in dashboards and designing/managing custom dashboards. Using an intuitive drag-and-drop designer, you can assemble charts, pivot tables, and metrics into a dynamic dashboard to meet data presentation needs across multiple scenarios.

Sanplex provides built-in dashboards under three major dimensions—Macro Management, Efficiency Management, and Quality Management—and also supports creating dashboards from scratch with flexible layout and parameter configuration.

Core capabilities include:

• Flexible design: Add charts/pivot tables/metrics, adjust layout, and configure interaction parameters in the dashboard designer.
• Global filters: Configure global filters to drive linked filtering across the entire dashboard with a single action.
• Full lifecycle management: Create, edit, delete, and categorize dashboards.

Use Cases

• Executive decision-making: Leadership reviews key annual KPIs (e.g., revenue growth, market share) through macro dashboards to support strategic planning.
• Project governance: PMO monitors project progress, resource consumption, and risk signals with tracking dashboards to improve cross-team transparency.
• Quality review and improvement: Quality teams visualize defect distribution and resolution trends to identify improvement priorities and report outcomes.
• Customized reporting: Business teams build dedicated dashboards to consolidate campaign performance, user insights, and operational metrics for stakeholder reporting.

In Report > Visualization Dashboards, you can view built-in dashboards and custom dashboards, create new dashboards, and manage existing dashboards. Key functions include:

• View built-in dashboards and custom dashboards on the dashboard browse page.
• Use the dashboard designer to reference charts and pivot tables, add widgets, arrange the canvas, and configure page parameters.
• Use actions on the browse page to design, edit, or delete dashboards.

1. View Visualization Dashboards

Macro Management provides built-in dashboards such as: Macro Data Review Dashboard, Company Annual Summary Data Dashboard, Annual Summary Dashboard, Annual Leaderboard Dashboard, Burndown Dashboard, and Sanplex Monthly Application Health Check Dashboard (Standard Version).

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Efficiency Management provides built-in dashboards such as: Annual Completed Projects – Process Data Dashboard, and Annual In-Progress Projects – Process Tracking Dashboard.

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Quality Management provides built-in dashboards such as: Company Quality Data Review Dashboard.

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2. Create a Visualization Dashboard (Standard Version)

On the Report > Visualization Dashboards browse page, click Create Dashboard to open the dashboard designer. You can reference existing charts and pivot tables, add widgets, arrange the layout, and configure page parameters to complete the design.

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3. Manage Visualization Dashboards (Standard Version)

On the Report > Visualization Dashboards browse page, click More on a dashboard card to Design, Edit, or Delete the dashboard.

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