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Understanding the Metrics Dashboard

3 min. readlast update: 05.14.2025

The Metrics Dashboard is used for monitoring key performance indicators and providing an overview of job statuses and service performance to assist in effective job management and decision-making.

Benefits :

  1. See all critical business metrics in a single, unified view.
  2. Transform complex data into easy-to-understand visual representations.
  3. Arrange and resize charts to prioritize the metrics most important to your role.
  4. Base decisions on real-time performance data rather than guesswork.

 

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

Metric Dashboard Step 1

 

Navigate to the section by clicking it.

Filter by Date Range

  1. Click on the “Date Range”.

    Metric Dashboard Filter by Date Range Step 1

  2. Select the date range of the data you want to view.

    Metric Dashboard Filter by Date Range Step 2

  3. The date range has been applied successfully.

    Metric Dashboard Filter by Date Range Step 3



Filter by User List

  1. Click on the “User List”.

    Metric Dashboard Filter by User List Step 1

  2. Select the user/department’s data you want to view.

    Metric Dashboard Filter by User List Step 2

  3. Click “Save”.

    Metric Dashboard Filter by User List Step 3

  4. The dashboard filter applied by the selected user has been applied successfully.

    Metric Dashboard Filter by User List Step 4



View Mode

  1. View Mode will be the default mode when you enter this page. 

    Metric Dashboard View Mode Step 1

  2. Click on the three dots icon.

    Metric Dashboard View Mode Step 2

  3. You can either choose one of them.

    Terms Description
    View More View the full details of the selected chart.
    Download Chart Download the selected chart in your device.

    Metric Dashboard View Mode Step 3



Edit Mode

*Note: Edit Mode in this page is only use for expand the graph and change position.

Resize Chart

  1. Click “Edit Mode”.

    Metric Dashboard Edit Mode - Resize Chart Step 1

  2. Click on the three dots icon to adjust the graph size.

    Metric Dashboard Edit Mode - Resize Chart Step 2

  3. The adjustment has been made and will be automatically saved.

    Metric Dashboard Edit Mode - Resize Chart Step 3

     

Reposition Chart

  1. Long click the chart you want to reposition.

    Metric Dashboard Edit Mode - Reposition Chart Step 1

  2. Drag the chart to the desired location.

    Metric Dashboard Edit Mode - Reposition Chart Step 2

  3. The adjustment has been made and will be automatically saved.

    Metric Dashboard Edit Mode - Reposition Chart Step 3



Select Group

  1. Click on “Dashboard” at the top left corner of the page.

    Metric Dashboard Select Group Step 1

  2. Tick the box to select a group for your dashboard.

    Metric Dashboard Select Group Step 2

  3. Click “Save”.

    Metric Dashboard Select Group Step 3

  4. The dashboard has been applied successfully.

    Metric Dashboard Select Group Step 4

 

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