Compass - Nimbly Documentation

Nimbly Dashboard Suite: Your Holistic Command Center

8 min read

🌐 Dashboard Map of Content

🎯 Overview

Central hub for all Dashboard documentation across Nimbly Compass. The Dashboard suite provides comprehensive analytics, insights, and monitoring capabilities tailored to different user roles and business needs.

Unlock unparalleled operational intelligence with the Nimbly Dashboard Suite. This comprehensive, interconnected collection of web-based analytical tools empowers every user—from field operators to top executives and administrators—with actionable insights into critical business areas.

Quick Start

🎯 Nimbly Dashboard Modules: Focused Insights Across Your Enterprise

The Nimbly platform delivers a specialized array of dashboards, each meticulously crafted to address distinct operational and analytical needs:

Core Dashboards

Specialized Dashboards

Administrative Dashboard

1. 📊 Executive Dashboard

Purpose: Provides a high-level, customizable overview of key performance indicators (KPIs) across three critical domains: Issues, Reports, and QC Performance. It’s designed for rapid assessment of overall organizational health.

Highlights:

  • Health Scores: Visual indicators (often with contextual explanations) summarizing performance.
  • Performance Comparisons: Insights comparing your performance against benchmarks (e.g., “above industry peers”).
  • Top 10/Bottom 10 Charts: Identify best and worst performers quickly across dimensions like Sites or Categories.
  • Aggregated KPI Cards: At-a-glance metrics for crucial KPIs such as Issue Resolution Rate and Report Completion Rate.

Key Features:

  • 🗺️ Heatmap View:
    • A powerful geographical visualization that overlays metrics (e.g., Open Issues Count, Issue Resolution Rate) onto an interactive map.
    • Enables rapid identification of regional hotspots or areas of excellence.
  • 📈 “Basic” View (Trends Focus):
    • KPI Summary Cards: For Total Issues, Resolved Issues, and Open Issues with trend indicators.
    • Central Trends Chart: A dual-axis line/area chart tracking Issues (broken down by status: Opened, In Progress, Under Review, Resolved, Invalid) and Reports (Completed, Incomplete) over selectable periods (Daily to Yearly).
    • Detailed Drill-Down Charts:
      • Top Issues: By Categories and Questionnaires.
      • Performance by Dimension: Dedicated sections for Site View, Assignee View, and Department View, each displaying:
        • Issue Volume (Donut Chart)
        • Report Dashboard

Purpose: Offers a more focused, day-to-day snapshot of critical operational KPIs, primarily centered around issues and reports, for managing immediate performance.

Highlights:

  • Prominent KPI Overview: Donut charts for high-level metrics like Issue Resolution Rate and Report Completion Rate.
  • Summary Cards: For Issues (Total, Resolved, Open, Average Resolution Time) and Reports (Scheduled, Ad Hoc, Completed, Missed, Pending).
  • “Top Sites” Performance Charts: Visualize performance by Site, Department, etc., for both Issues and Reports.
  • Trends Charts: Line/area charts illustrating trends for Issues (Cumulative/By Status) and Reports (Completed/Incomplete) with flexible period selection.

Key Features:

  • Deep Drill-Down Capability: Strong emphasis on “Drill into” links that seamlessly navigate users to more specialized and detailed dashboards like “Issue Insights” and **“Report

Purpose: A dedicated, deep-dive analytical tool specifically engineered for comprehensive analysis of issue data.

Highlights:

  • Multi-Dimensional Analysis: Utilizes interactive donut charts to break down issues by:
    • Issue Status
    • Severity
    • Priority
    • Flag
    • Secondary Status
    • Approval Status
  • Core Tables: Detailed tables for Issue Count and Issue Resolution Time.

Key Features:

  • Interactive Filtering: Clicking on donut chart segments dynamically filters other visualizations and provides “Drill By” options (e.g., by Site, Department, User, Category, Questionnaire) for granular exploration.
  • “View Details” Modals: Access granular issue data directly and facilitate data export.
  • Summary Metrics Card: Provides key statistics for quick understanding of issue performance.

4. 📝 Report

Purpose: A dedicated, deep-dive analytical tool specifically designed for comprehensive analysis of report data.

Highlights:

  • Interactive Distribution: Interactive donut charts displaying breakdown by:
    • Report Status (Completed, Missed, Pending)
    • Report Type (Scheduled, Ad Hoc)
  • Drill By Capabilities: Similar to Issue Insights, allowing for multi-dimensional analysis.
  • Core Tables: Detailed tables for Report Count and Report Completion Time.

Key Features:

  • “View Details” Modals: Access granular report data directly and facilitate data export.
  • Summary Metrics Card: Provides key statistics for quick understanding of report

Purpose: The central control panel for administrators, providing a high-level overview of system usage, user activity, and overall platform health.

Highlights:

  • Key Summary Metrics: For Total Active Users, Average Logins, Total Active Sites, and Storage consumption.
  • Activity Charts: Visualize trends for Users/Sites Created vs. Updated, User/Site Status Distribution, Monthly Active Users, and Total Reports (with a toggle for Average Reports Per Site).

Key Features:

  • Flexible Date Range Filtering: Customize the timeframe for all displayed data.
  • “Download Usage Report”: Generates a comprehensive Excel file with general, site, and user-specific usage metrics.
  • “Download Usage Invoice”: Creates a PDF summary for billing purposes, detailing monthly usage.

6. 📦 Inventory

Purpose: A specialized dashboard for robust monitoring of stock levels across various sites and Stock Keeping Units (SKUs).

Highlights:

  • “Stock Balance Table”: Displays current stock quantities for SKUs across different locations, including daily balances over a specified date range.
  • “Low Stock Table”: Proactively identifies and lists SKUs that are currently below their predefined low stock thresholds, enabling timely replenishment.

Key Features:

  • Targeted Filtering: Refine data by Site, SKU ID, and SKU Name.
  • Data Export: Versatile export options (Excel, CSV, PDF) for both tables.
  • Pagination: Seamless navigation through extensive inventory

Purpose: Enables deep, granular trend analysis of answer patterns for specific questions within selected questionnaires over time.

Highlights:

  • Granular Filtering: Highly precise filtering by Questionnaire, Question Category, specific Question, User, and Date Range.
  • Question Type Tabs: Allows analysis based on specific question types (e.g., Yes/No, Score, Multiple Choice).
  • Visualizations: Includes a User Answers Bar Chart (tally of responses) and a Percentage Pie Chart (distribution of answers).

Key Features:

  • Detailed “Answer Details” Table: Lists individual responses for a transparent view.
  • Data Export: Convenient export to CSV for further offline analysis.

💡 Common Themes & Overarching Capabilities Across the Nimbly Dashboard Suite

The entire Nimbly Dashboard Suite shares a consistent philosophy and a powerful set of common capabilities:

  • Data-Driven Insights: Every dashboard is meticulously designed to transform raw operational data into clear, understandable visualizations, empowering users to make informed decisions swiftly.
  • Comprehensive Filtering: Across the suite, robust global and local filtering options (including Date Range, Site, Department, User, Questionnaire, Category, etc.) enable users to precisely narrow down data to their specific areas of interest.
  • Deep Drill-Down Functionality: A core strength, users can almost universally click on chart elements, table rows, or “View Details” buttons to progressively access more granular data, often leading to specific item lists or even individual record pages for root cause analysis.
  • Customizable Views: Users frequently have the flexibility to select which metrics to display in charts, configure columns in tables, and save their preferred filter sets for recurring analysis.
  • Universal Data Export: A widespread capability across all dashboards, allowing users to download data in various formats (Excel, CSV, PDF) for comprehensive offline analysis, custom reporting, or integration with external systems.
  • Consistent Visualizations: The suite employs a consistent and effective use of various chart types (bar, line, donut/pie, area) and tables to present information in an intuitive and impactful manner.
  • Role-Based Access & Permissions: Access to specific dashboards and the precise scope of data visible to a user are always meticulously governed by their assigned user roles and permissions, ensuring data security and relevance.
  • Seamless Interconnectivity: Dashboards are often intelligently linked, enabling users to seamlessly navigate from high-level summaries to more detailed analytical views, fostering a continuous flow of investigation and insight.

📈 Overall Purpose and Value Proposition

The Nimbly Dashboard Suite collectively empowers organizations to:

  • Monitor key performance indicators in real-time or over selected historical periods.
  • Identify critical trends, underlying patterns, and operational anomalies that require attention.
  • Efficiently drill down to the root causes of issues or performance deviations.
  • Track system usage, user adoption, and critical administrative metrics for platform optimization.
  • Manage vital resources (such as inventory) more effectively and proactively.
  • Make agile, data-informed decisions that directly lead to improved efficiency, enhanced compliance, and superior overall business outcomes.

🔧 Technical Implementation

Backend Architecture

  • API Layer: Dashboard API - RESTful endpoints for data retrieval
  • Data Processing: Analytics Service - Real-time data aggregation
  • Caching Layer: Redis - Performance optimization

Frontend Components

🔗 Data Sources & Integrations

Primary Data Sources

External Integrations

👥 Role-Based Access

User Roles & Permissions

  • Executive - Full access to all dashboards
  • Admin - Administrative dashboard + full feature access
  • Supervisor - Operational and specialized dashboards
  • Field Worker - Limited dashboard views

Access Control Features

🔄 Related Features

Core Dependencies

Enhanced Analytics

Graph View

Backlinks