Navigate through the dashboard

The dashboard gives you a clear overview of risks, supplier performance, and operational progress in your ProductIP account. By using the dashboard, you can monitor key metrics, spot delays early, and make informed decisions based on real data from your technical files and suppliers.

Feature access

This feature is available to Professional and Enterprise customers.

If you want to enable dashboards for your account, contact sales@productip.com. 

Before you begin

• Configure requirements, document risk, workflow status and supplier profiles.

• Ensure technical files and supplier profiles contain complete and up-to-date data.

Video instructions

Prefer to watch instead? We’ve created a short walkthrough video.

Steps

1. Open the Dashboard

• Go to Dashboard in the main navigation.
• The dashboard opens with two sections: Operational performance and Supplier performance.

2. Review default dashboard elements

• Review the charts generated from the data available in your account.

3. Reorder dashboard elements

• Drag and drop elements to change their position on the dashboard.
• The new order is saved automatically.

4. Edit or remove an element

• Hover over an element until the three dots icon appears.
• Click the icon to:
  • View the element description.
  • Change the element title.
  • Remove the element from the dashboard.
  • Export the element to your computer or clipboard.
  • Change the visualisation type.

5. Create a new dashboard

• Click the hamburger menu icon.
• Click + Add dashboard.
• Enter a name and click Create.
• The new dashboard appears in the left-hand menu, where you can rename, duplicate, or delete it.

6. Add elements to a dashboard

• Open the dashboard you want to edit.
• Click + Add dashboard elements.
• Select the elements you want to display.

7. Download a dashboard

• Click Download dashboard.
• A copy is saved to your computer, ready to share with colleagues or suppliers.

Tips and best practices

• All dashboard changes are user-specific. Other users must configure their own dashboards.
• Keep requirement lists up to date. Avoid leaving requirements open or excluded without a reason.
• Use document risks to reflect real operational impact. Low-risk documents reduce false alerts and improve dashboard status accuracy.
• Update workflow status to track progress and mark technical files as completed when work is finished.
• Activate supplier profiles to identify suppliers that delay document delivery.
• Review element descriptions in ProductIP to choose the most relevant charts for your workflow.

Troubleshooting

• No data shown on the dashboard

Ensure technical files, workflow status, and supplier profiles are configured and contain data.

• Charts show incorrect status

Check that document risks and requirement statuses are set correctly.

FAQ

• Can other users see my dashboard changes?

No. Dashboard configuration is saved per user.

• Can I share dashboards with external users?

You can download and share dashboards, but external users cannot access them directly in ProductIP.