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Adaptive Planning
Last Updated: 2023-06-23
Concept: Dashboards

Concept: Dashboards

Dashboards are self-service, interactive visualizations of data, including Adaptive Planning data.
Dashboards provide visibility into business performance, enable data-driven decision-making, and increase buy-in and accountability throughout the organization.
With dashboards, you can:
  • Monitor and drive business performance.
  • Visualize numbers and charts side by side.
  • Enter data with sheets on dashboards and dynamically see your charts update.
  • Analyze current data over time and apply what you've learned to improve your plan.
  • Add text on dashboards to create notes and collaborate with your team.
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Perspectives

Perspectives group dashboards. Example: You can group dashboards by business unit, or by task. Perspectives have filters that provide contextual views of all the dashboards inside them.
The sortable list of perspectives available to you displays on the center panel when you select
Dashboards
from the main menu.

Dashboards

Dashboards group charts or other data analysis inside perspectives. You can organize dashboards by theme or subject. Example: You can have a dashboard for revenue and a dashboard for expenses.
In a perspective, each tab is a dashboard and often displays several charts. You can select grid or presentation mode to view the charts on the dashboard.

Charts

Charts are the visualization of your data. Dashboards provide several different types of charts and other tools that you can add to the dashboard. Chart types have different settings and capabilities, so you can select the one that best suits the data you're visualizing. Even without edit permission, you can interact with the charts and manipulate the presentation of data.