Dashboard Overview

Understand your HiDesc dashboard and customize it for maximum productivity

Dashboard Section – Personalized Overview Panel

The Dashboard is a personalized overview panel that displays real-time statistics, updates, and insights into tasks, projects, team performance, and more. It allows users to monitor work progress and upcoming deadlines efficiently with support for custom widgets.

Dashboard – Central Hub for Activity Tracking

The Dashboard in Hidesc is the central hub for tracking personal, team, and organizational activities. It provides:

Default Layout

Predefined view with essential widgets for quick insights.

Custom Layouts

Fully configurable dashboards where users can add, remove, and arrange widgets to match their workflow.

Dashboards help users monitor tasks, progress, deadlines, performance, sales, and communication in one place.

1. Layout Options

Default Layout

  • Preconfigured set of widgets (e.g., Status Counts, Task Statistics, Updates, Chats).
  • Provides a quick overview without customization.
  • Suitable for new users and simple tracking.
Default Dashboard Layout

Default dashboard layout with predefined widgets

Custom Layouts

  • Users can create multiple layouts.
  • Allows selection and arrangement of widgets.
  • Layouts can be saved and reused.
  • Ideal for team leads, managers, or admins needing deeper analytics.
Custom Dashboard Layout

Custom dashboard layout with user-selected widgets

2. Widgets – Dashboard Building Blocks

Widgets are the building blocks of the dashboard. Users can add, remove, and arrange them to personalize their view according to workflow and information needs.

Available Widgets

Status Counts

Shows tasks by status – Todo, In Progress, To Verify, Done, Failed, and All.

Task Statistics

Visual graph showing task distribution across different statuses.

Calendar

Displays tasks, events, and deadlines with view types: Week, Day, Month, and Team.

Upcoming Deadlines

Lists upcoming tasks and projects approaching their due dates.

Workload Statistics

Displays task load distribution across users or teams.

Sales Report

Tracks sales KPIs and related performance data.

Customer

Displays customer-related tasks, activities, or support tickets.

Task Report

Tabular breakdown of tasks per user – Todo, In Progress, and Completed.

Template Report

Tracks usage and performance metrics of templates.

Performance Report

Displays productivity metrics per user or team.

3. Adding & Configuring Widgets

1
Add Widget

Click the “+” (Add Widget) button and choose a widget type such as Calendar, Task Statistics, or Task Report.

2
Configure Widget

Configure layout, templates, user type, and view preferences:

  • Columns – Choose 1, 2, or 3-column layout.
  • Template – Select predefined templates (if available).
  • User Type – Choose between Personal or Team view.
  • View Types – Week, Day, Month, or Team (for calendars).
3
Save & Place

Click Save to add your widget. The widget appears in your dashboard under the selected layout.

4. Benefits of Dashboard

Personal Productivity

Monitor your tasks, progress, and deadlines efficiently in one place.

Team Management

Leaders can view overall task distribution and workload across teams.

Transparency

Gain easy visibility of performance and progress across the organization.

Customization

Flexible dashboard layouts for different roles such as Employee, Manager, or Admin.

Data-Driven Decisions

Access sales, performance, and workload reports instantly for informed decision-making.

5. Best Practices

The Dashboard in Hidesc is a customizable control center that combines default insights with user-defined layouts. With widgets ranging from task tracking to performance reports and sales data, it ensures every user — from employees to admins — has the information they need to stay productive.

Start with Default Layout to get familiar with essential widgets and navigation.

Create Custom Layouts for role-specific needs (e.g., Sales Dashboard, Team Performance Dashboard).

Use Task Report for team leads to track team progress effectively.

Use Performance Report and Workload Statistics for accurate resource allocation.

Review Upcoming Deadlines daily to avoid missed commitments and ensure timely completion.

Quick Summary

  • Default Layout → Quick start with essential metrics.
  • Custom Layouts → Flexible, role-based dashboards with advanced widgets.
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