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Metric Dashboard Layout Settings

Metric Dashboard Layout Setting allows you to create charts and adjust the elements to customize the dashboard’s metric display.

Navigate to the section by clicking it.

  1. At the desktop’s navigation bar, go to Company > Metric Dashboard.
    Open Metric Dashboard Here: https://system.caction.com/dashboard/metric/overview/template

    Metric Dashboard Layout Settings Step 1


Create Dashboard Group

  1. For example, if you want to create a dashboard for admin group. Click “Create Group”.

    Metric Dashboard Layout Settings - Create Group Step 1

  2. Enter the details of the dashboard group.

    Metric Dashboard Layout Settings - Create Group Step 2

  3. Click “Create Group”.

    Metric Dashboard Layout Settings - Create Group Step 3

  4. The admin group’s dashboard has been created successfully.

    Metric Dashboard Layout Settings - Create Group Step 4

  5. If you want to change the UI settings of another dashboard group, click here to select the dashboard group.

    Metric Dashboard Layout Settings - Create Group Step 5


Create Chart

  1. If you want to create a chart for a dashboard, click “Create Chart”.

    Metric Dashboard Layout Settings - Create Chart Step 1

  2. Select the domain.

    Metric Dashboard Layout Settings - Create Chart Step 2

  3. Select the chart type.

    Metric Dashboard Layout Settings - Create Chart Step 3

  4. To configure the basic settings of the group, enter the required details of the desired chart.

    Difference between Date Range Condition

    Terms Description
    Within Includes dates within the specified range (e.g., within this year).
    Till Includes dates up to and including the specified end date.
    Upto Includes dates up to but not including the specified end date.

    Metric Dashboard Layout Settings - Create Chart Step 4

  5. Click “Save Chart”.

    Metric Dashboard Layout Settings - Create Chart Step 5

  6. The chart has been created successfully.

    Metric Dashboard Layout Settings - Create Chart Step 6


Edit Created Chart

  1. If you want to edit the details of a chart, click on the settings icon.

    Metric Dashboard Layout Settings - Edit Created Chart Step 1

  2. To configure the basic settings of the group, enter the required details of the desired chart.

    Metric Dashboard Layout Settings - Edit Created Chart Step 2

  3. Click “Save Chart”.

    Metric Dashboard Layout Settings - Edit Created Chart Step 3

  4. The chart details have been changed successfully.

    Metric Dashboard Layout Settings - Edit Created Chart Step 4


Delete Chart

  1. If you want to delete a chart, click on the “X” icon.

    Metric Dashboard Layout Settings - Delete Chart Step 1

  2. The chart has been deleted successfully.

    Metric Dashboard Layout Settings - Delete Chart Step 2




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