Whether it's statistics, useful links, notifications of upcoming events or reminders of tasks that are approaching their due date: With Ailance, you can create meaningful dashboards that meet your own and your organization's needs. These four tips will help you use your Ailance dashboard effectively.
Using Dashboad effectively in Ailance
Creating a meaningful dashboard with Ailance requires mastering the selection and customization of widgets. This allows you to meet the specific requirements of the organization. Whether you are monitoring operational metrics and compliance status or conducting integrated risk management (IRM), understanding how to use widgets is key to gaining actionable insights.
- Define clear goals:
Formulate clear goals before designing your dashboard.
Example: For IRM solutions, the objectives could be to monitor risk exposure, track compliance and analyze operational key figures. - Select suitable widgets:
Select widgets that match your goals and data visualization requirements. Nine practical examples of widgets can be found below. - Optimize the layout to increase user-friendliness.
- Prioritize placement: Place important widgets in a prominent position for easy access.
- Group related widgets: Arrange widgets logically to enable efficient data analysis.
- Ensure a balanced visual appearance: Pay attention to a clear layout for a better overview and navigation.
- Use the extended widget properties:
Customize the appearance and functionality of the widgets.
For example, adjust sizes and colors to highlight risk severity, or enable tooltips and drill-down functions for more detailed data analysis.
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9 practical examples of widgets
- Visualize data interactions: Use the heatmap widget to visualize data relationships and interactions.
Example: Evaluate the relationships between risk factors, compliance metrics or operational data.
- Track the number of elements: Use the "Number of elements" widget to track the number of elements and compare the number between different elements.
Example: Track the total number of compliance reports and incidents.
- Analysis of item groups: Use the "Number of items grouped by a specific field" widget to group items by specific field values for detailed monitoring.
Example: Group compliance incidents by severity to identify areas that require immediate attention.
- Personalize the user greeting: Use the "Greeting" widget to display custom messages to users.
Example: Display a personalized greeting with the user's name and current compliance status when they log in.
- Embed custom content: Use the HTML Content Widget to seamlessly integrate detailed reports and summaries into your dashboard.
Example: Integrate detailed risk assessment reports or compliance summaries. Customize the formatting to improve readability. Integrate external data sources that are relevant to IRM practices.
Quick access: Use the "Quick Link" widget to create links to important resources inside or outside Ailance for easy navigation.
Example: Create quick links to important IRM policies, risk management guidelines or regulatory updates using icons for easy recognition and quick access.
- Track changes: Use the "Last Modified" or "Last Created" widget to monitor updates in real time and track compliance incidents.
Example: Track changes to compliance documents by displaying the timestamp and the user who made the changes. Or track recently created incidents.
- Track user status: Use the "User Overview" widget to track the status of users in your organization.
Example: Monitor the status of users in your organization and ensure that all relevant employees are active and up to date.
Track the geographical distribution of elements: Use the world map widget to visualize the geographical distribution of elements.
Example: Display the distribution of compliance incidents or risk events in different countries to identify geographical trends.
If you follow these tips, you can use Ailance to create meaningful dashboards that exceed all expectations in terms of functionality and user-friendliness.
If you need more information on dashboards, visit the Ailance knowledge base and see the following sections: Dashboards, Instructions for Dashboards and Widgets.
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