Dashboards provide a centralized way to visualize operational data across your workspace. Teams can create custom dashboards tailored to their role, workflow, or program using configurable widgets, charts, filters, and live operational data from across Epsilon3.

Dashboards can be used to monitor manufacturing activity, execution progress, inventory health, issue trends, schedule status, operational throughput, and leadership metrics all from a single view.

The Dashboards module is available from the left navigation.

The main Dashboards page displays all dashboards available within the workspace.

Dashboards can be viewed in either Card or List view depending on how users prefer to browse operational data. Both views display the dashboard name, description, creator, and creation date.

Use the search bar to quickly locate dashboards by name or description.

Selecting a dashboard opens the full dashboard view where widgets, charts, and operational metrics are displayed.

Dashboard views support filtering and date scoping to narrow the displayed data.

Use the date range controls at the top of the dashboard to quickly switch between common time ranges such as the last 7, 30, or 90 days, or define a custom date range using the calendar selectors.

Project filters can also be applied to scope dashboard data to specific projects or operational areas.

Each widget can also be exported to CSV individually using the 3 dot menu on the widget.

From the main Dashboards page, each dashboard card also includes a three-dot menu with additional actions. Dashboards can be saved as reusable templates or deleted directly from this menu.

Deleted dashboards are moved into the Recently deleted section where they can be reviewed and restored if needed.

To create a new dashboard, select + New Dashboard from the Dashboards page.

Provide a dashboard name and description to define the operational purpose of the dashboard. Dashboards are commonly organized around specific teams, workflows, programs, or reporting goals.

After creating the dashboard, begin adding widgets to build the dashboard layout.

Widgets are the building blocks of dashboards and define how operational data is visualized.

When adding a widget, configure the visualization using the widget builder modal.

Each widget begins with a title that identifies the purpose of the visualization within the dashboard.

Next, select a chart type. Dashboards support multiple visualization styles depending on the type of operational insight being displayed. Available chart types include:

Different chart types are useful for different operational reporting needs.

KPI cards are commonly used for high-level summary metrics, while bar and pie charts are useful for comparing operational categories and distributions. Line and area charts help visualize trends over time, and data tables provide detailed operational records directly inside the dashboard.

Each widget references a live operational data source from within Epsilon3.

Available data sources include:

The selected data source determines which dimensions, measures, and filters are available for the widget.

Dimensions define how dashboard data is grouped or categorized within the visualization.

For example, a widget may group issues by severity, runs by status, or purchase orders by supplier.

Available dimensions vary depending on the selected data source.

Dimensions are commonly used to break operational data into meaningful categories for comparison and analysis.

Measures define the calculation or metric displayed by the widget. Available Measures vary depending on the selected data source.

Measures determine how operational data is aggregated within the chart or visualization.

For example, a widget may display the total number of open issues, the average execution duration of runs, the maximum schedule delay, or the count of distinct procedures executed within a time range.

Filters narrow the operational data included in the widget.

Multiple filters can be added to refine the displayed information. Filters support configurable fields, operators, and values depending on the selected data source.

For example, widgets may be filtered to show only open purchase orders, active runs, critical risks, or procedures belonging to a specific project.

Date grouping controls how time-based data is organized within charts and trend visualizations.

Depending on the widget configuration, data may be grouped by day, week, month, or other time intervals to help visualize operational trends over time.

The Order By configuration controls how widget results are sorted.

Widgets can be sorted using different fields and directions depending on the selected data source and visualization type. Sorting helps prioritize the most important operational data within charts and tables.

Limits can also be configured to control how many records or categories are displayed within the widget.

Existing widgets can be modified at any time from dashboard edit mode.

Select the gear icon on a widget to open the widget editor and update the chart configuration, filters, dimensions, measures, or data source.

The widget preview updates as changes are made, allowing teams to validate the visualization before saving.

Dashboard widgets can be rearranged directly within the dashboard.

To move a widget, click and drag it to a new location within the layout.

Widgets can also be resized by selecting and dragging the lower-right corner of the widget container.

This allows teams to prioritize larger visualizations for important operational metrics while keeping supporting widgets smaller and more compact.

Dashboard layouts are flexible and can be customized to match the operational priorities of each team.

Templates provide prebuilt dashboard configurations that can be reused across teams and programs.

From the Dashboards page, templates can be previewed before use. Selecting Use creates a new dashboard based on the selected template.

Templates are fully editable after creation, allowing teams to customize widgets, filters, layouts, and visualizations as needed.

Existing dashboards can also be saved as templates using the three-dot menu on the dashboard card. This allows organizations to standardize reporting layouts and operational views across multiple teams or programs.

Deleted dashboards are retained within the Recently deleted section for recovery purposes.

Deleted dashboards can be restored from this collapsable list.

This provides a safeguard against accidental deletion of operational reporting dashboards.

After configuring dashboard layouts and widgets, save the dashboard to preserve the current configuration.

Saved dashboards automatically continue updating daily using the latest operational data available within the workspace.

There are two permissions required for viewing and editing Dashboards.

View: Dashboards

Edit: Dashboards
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Users will need to have at least one role assigned with those permissions enabled in order to view or edit Dashboards.