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Kompass has several dashboards, built for different audiences, because what a board needs to see is not what a branch manager needs to act on.

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The groups

The All dashboards panel groups dashboards by purpose. We build your starting set with you during onboarding. After that they are yours to add to, rename or retire.

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What a dashboard holds

  • Title, description and status. The description says who it is for; draft marks one still being built.
  • Sections, such as Financial Overview.
  • KPI tiles: one figure each, with its period underneath. Read the period before quoting the number.
  • Charts, such as Revenue vs Expenses Trend.

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Steps

  1. Click + at the top of the panel to start from scratch, or the sparkle icon to have Kompass propose one.
  2. Add sections, KPI tiles and charts.
  3. Use settings (the gear) for the title, description and group.
  4. Use export for a copy, or send to distribute it.
Delete removes the dashboard, not the data.
Give each dashboard one audience. One that serves the board, finance and six department heads is too detailed to present and too shallow to work from. Make two instead.