Skip to main content

Dashboard

In the constantly changing world of e-commerce, it is essential to keep an overview of the numbers and data of your online business. Thus, plentymarkets offers you a new dashboard that enables you to access the current key figures of your company and decide if further action is needed. Create your individual dashboard by combining various key figures, statistics, graph types and format options. The dashboard allows you to be as flexible and creative as you like.

Especially when creating your first dashboard, there are some important considerations. Thus, pay close attention to the preparatory settings and follow the instructions in the following chapters carefully:

1. Carrying out the preparatory settings

Only a few preparatory settings are necessary before you can set up your individual dashboard. These settings are described in the following chapters.

1.1. Creating key figures

Key figure availability depends on plentyBI tariff

To create key figures, you need to book a corresponding plentyBI tariff. Go to plentymarkets logo (Start) » My account » Contracts. Different plentyBI tariffs with varying scopes are available in the Book plentyBI tariff section. In addition, tariff information is displayed for each key figure in the Setup » plentyBI » Key figures menu.

To display data on your dashboard, you need to create key figures first.

Key figures essentially allow you to create different data sets. This way, key figures are a basis for the values and data that you can then display and track on your dashboard. Your plentymarkets system provides so-called dimensions for each key figure. Dimensions determine the criteria that are used to group the data included in the key figure. This way, you can precisely define the conditions for the calculation of each key figure.

You can create key figures in the separate menu provided for this purpose. Alternatively, you can create key figures directly from the dashboard. Both methods are described in the following chapters.

Pay attention to user rights

If users without admin access to your plentymarkets system should be allowed to create key figures, assign the necessary user rights first.

1.1.1. Creating key figures in the setup menu

This method is especially useful if you want to create a high number of key figures at once. Table 1 contains a list of available key figures. Click on the respective link for more detailed information on setting up the key figure and carrying out the available settings.

Creating key figures in the setup menu:

  1. Go to Setup » plentyBI » Key figures.

  2. Carry out the settings according to Table 1.

  3. Save () the settings.

Table 1. Creating key figures
Setting Explanation

Name

Enter a name for the key figure.

Key figure

Comment

If needed, enter a comment for the key figure. This comment is saved with the key figure and can help to provide you and your employees with specific information on the key figure.

Target values area

for days and weeks, for months, for quarters, for years

Enter target values that should be reached by the key figure. Depending on the desired period of time, you can make flexbile entries for the target values you are planning for the key figure.

1.1.2. Creating key figures on the dashboard

Do you want to add key figures to a new or existing dashboard? You can conveniently do so on the dashboard itself.

Possible settings when creating key figures on the dashboard

When creating key figures on the dashboard, it is not possible to set up target values for those key figures. However, you can later add those settings for the key figure in the Setup » plentyBI » Key figures menu.

Creating key figures on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().
    → The settings menu opens.

  3. Drag-and-drop an element from the settings menu on the dashboard.

  4. Move the cursor over the element and click on ().
    → The settings menu for the element opens.

  5. Drag-and-drop an element within the area outlined in blue.

  6. Move the cursor over the element and click on ().

  7. In the settings menu, click on Key figure and select the option New key figure.
    → A window for setting up the new key figure opens.

  8. Enter a name for the key figure.

  9. Carry out the settings according to Table 1.

  10. Click on Save ().

1.2. Assigning user rights

When working with key figures, you should decide which of your employees should be allowed to view which key figures. Users with admin access to your plentymarkets system can view all key figures and create new key figures by default. Users with a Back end account have to be assigned those rights by a user with an admin account.

Proceed as described below to determine which key figures should be visible for users.

Assigning rights for viewing key figures:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.
    Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  2. Click on Search ().
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  3. Click on the appropriate account.

  4. Click on Resources.

  5. Click on Key figures.

  6. Activate all key figures that should be visible for the user.
    Optional: Click on All key figures if all existing key figures should be visible for the user.

  7. Save () the settings.

Do you want to allow employees without admin access to your system to create key figures? Then carry out the following additional settings.

Assigning rights for creating key figures:

  1. Go to Setup » Settings » User » Rights » User.
    → The overview opens.
    Optional: In the filter settings on the left, enter an ID or a name to limit the search results.

  2. Click on Search ().
    → The user accounts that correspond to the search criteria are displayed.
    Tip: Accounts that are greyed out have admin rights.

  3. Click on the appropriate account.

  4. In the plentyBI area, activate the option Key figures.

  5. Save () the settings.

2. Setting up the dashboard

As soon as you have carried out the preparatory settings, you are ready to set up your dashboard.

The first steps on a new dashboard always consist of placing different areas for display on the dashboard. Then, you fill these areas with data that can be displayed in the form of different elements. You can add and individually position several elements per area.

2.1. Available settings in the editing mode

The dashboard allows you a high degree of flexibility for positioning content and data. This works by intuitively positioning areas for content and elements on the dashboard via drag-and-drop. Each area and each element can be further edited by clicking on (). The following table contains an overview on the functions available in the general editing mode in the upper right corner of the plentymarkets logo (Start) » Dashboard menu.

Element Explanation

Edit view ()

Opens the dashboard for editing.

Undo ()

Undoes the last change, unless this change has already been saved.

Redo ()

Restores the previously undone change.

Default view

This area displays the dashboard view that is currently opened. Click on () to switch to another view or to create a new view.

Restore previously saved state ()

Resets the dashboard to the state that was last saved.

Save ()

Saves the changes made to the dashboard.

Close ()

Closes the editing mode. In case of unsaved changes, a dialogue is displayed.

2.2. Setting up a new dashboard view

In addition to the default view available in the plentymarkets logo (Start) » Dashboard menu, you can create and save additional individual views. Depending on how detailed the visualisation of data on your dashboard should be, you can create separate views for different topics and data.

Setting up a new dashboard view:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Default view in the upper right corner.

  3. Click on Create new preset.

  4. Assign a Name for the view.

  5. Click on Create view.
    → The new view opens. By default, a new view is always a copy of the view that you have created before. Use the editing mode to delete elements that are not needed and to add further elements to the newly created view.

  6. Save () the settings.
    → The new view is saved.

In addition, you can determine the visibility of the created views so that only specific users or user roles can access them. Refer to the following chapter for more information.

2.3. Assigning rights for dashboard views

Decide which users should see the default view. Also, you can determine the visibility of additional views that you have created per user or user role.

Activate the editing mode () for an already existing dashboard view. Click on Rights management to access the settings for users and user roles and decide which dashboard view(s) should be visible for them.

Additional information and an instruction on how to assign rights for users or roles is available on the manual page on user accounts and access.

Navigating between dashboard views

As a logged in user, you can easily see which dashboard views you can access and quickly switch between them. In the plentymarkets logo (Start) » Dashboard menu, click on the menu icon on the left (). A list of dashboard views that have been made visible to you opens. Click on a dashboard view to open it. The currently opened dashboard view is displayed in blue on the list.

2.4. Adding elements to the dashboard

The dashboard offers you a variety of different possibilites for visualising your data. You can use the following types of elements:

The process of placing an element on the dashboard is always the same, regardless of the element type. The following instructions explain how it works.

Adding an element to the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().

  3. Drag-and-drop an element from the settings menu on the dashboard.

  4. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  5. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  6. Save () the settings.

The following chapters describe how to use the different elements and which settings are possible for each element.

2.5. Setting up tiles

Tiles are simple square areas. Data in tiles is displayed exclusively as text and numbers. You can select different colours and settings for time intervals and target values.

First, add a tile as described above. Then, proceed as described below to carry out individual settings for the tile.

Setting up tiles:

  1. Click on Edit () in the top right corner of the tile.
    → The settings menu opens.

  2. Carry out the settings for the tile.

  3. Save () the settings.

Carrying out settings for tiles
Setting Explanation

Tile configuration templates

Click on this button to use a tile configuration template provided by the system. This way, the tile displays the selected data so you do not have to select data manually in additional steps.

Key figure

Select a key figure that should be displayed in the tile from the dropdown list. Alternatively, click on Create new key figure () to create a new key figure.

Title

Enter an appropriate title for the tile. The title is displayed as name on the tile. Click on () if no title should be displayed on the tile.

Period

Select the period of time for which the data of the key figure should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the tile.

Primary value

The primary value is displayed a little bigger than the Secondary value on the tile. For this option, you can select the simple Key figure result or the difference (Delta) between the actual value and the target value defined in the key figure. You can display the difference (delta) as an absolute value or as a Percentage. Click on () to determine how many decimal places should be displayed for the value.

Secondary value

This value is displayed smaller than and above the primary value. The settings available for the secondary value are identical to the ones available for the Primary value. Select the option None if no secondary value should be displayed on the tile.

Target

Do you wish to display the target value defined in the key figure on the tile? Select one of the options Display or Do not display.

Unit

Decide if the unit of the key figure should be displayed on the tile.

Colouring

Do you want to display the tile in a particular colour? Select the option Display and click on (). A settings window opens. On the left, select the colour for the tile. If you want the colour of the tile to change according to the value of the key figure, select an Operator and enter a Comparison value before clicking on Save.
Tip: Click on () to save further conditions for different colours.

Custom shortcuts

Use this setting to add a customised option to the Actions menu () on the tile. You can also determine conditions that have to be fulfilled for the option to be displayed, and decide what happens if users click on the option.
Click on () to add one or more shortcuts.

Link to detailed dashboard view

Select which already existing dashboard view to be opened of you open the Actions menu () on the tile and select the option Tile details. If you select the option None, a default dashboard view provided by the system is opened when you clicked on Tile details. This dashboard view contains more detailed information on the results and the data of the key figure that has been selected as a basis of the tile.

Parameters for detailed view

Have you selected an already existing dashboard view for the setting Link to detailed dashboard view? Then use this setting to determine how the data included in the dashboard view will be filtered. Click on Parameter configuration () to determine one or more criteria. Depending on the key figure represented on the tile, the parameters Country of delivery, User or Message tag are available.

2.6. Setting up tables

To provide an easy overview of data, you can display data on the dashboard as tables. Basically, the settings available for tables are identical to the ones for tiles. Further settings that are specifically available for tables are described further down in this chapter.

First, add a table as described above. Then, proceed as described below to carry out individual settings for the table.

Setting up tables:

  1. Click on Edit () in the top right corner of the table.
    → The settings menu opens.

  2. Carry out the settings for the table.

  3. Save () the settings.

Carrying out settings for tables
Setting Explanation

Table configuration templates

Click on this button to use a table configuration template provided by the system. This way, the table displays the selected data so you do not have to select data manually in additional steps.

Result sort order

This option allows you to sort the values in the Result column of the table. Select one of the options Ascending or Descending.

Scale basis sort order

If multiple results have the same value, this option allows you to sort the values in the Dimension column of the table. Select one of the options Ascending or Descending.

Aggregate

Select how to collect the data. Available options are sum (Σ), average (∅), maximum, and minimum.

Items per page

Depending on the number of entries, the table can be displayed on several pages. Select if 10, 25, 50, 75 or 100 entries should be displayed per page.

Group by dimension

If activated, multiple entries of the same dimension are collapsed into one.

Mapped column

Every mapped columns corresponds to one column in the table. For every column, select one of the options Calculation date, Dimension, Primary result, Result unit, Scale basis or Target.

2.7. Setting up graphs

Graphs allow you to visualise data on your dashboard in an even clearer way. The following types of graphs are available:

The following chapters explain how to place the different types of graphs on your dashboard and which settings are available for each type.

2.7.1. Pie chart

First, add a graph as described above. Then, proceed as described below to carry out individual settings for the pie chart.

Setting up pie charts:

  1. Click on Edit () in the top right corner of the pie chart.
    → The settings menu opens.

  2. Carry out the settings for the pie chart.

  3. Save () the settings.

Carrying out settings for pie charts
Setting Explanation

Key figure

Select a key figure that should be displayed in the graph from the dropdown list. Alternatively, click on Create new key figure () to create a new key figure directly in the settings menu.

Title

Enter an appropriate title for the tile. The title is displayed as name on the pie chart. Click on () if no title should be displayed on the pie chart.

Period

Select the period of time for which the data of the key figure should be considered.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, only the value for the current week will be displayed on the pie chart.

2.7.2. Bar chart and line graph

Bar charts and line graphs are also commonly used types of graphs. They are particularly suitable for clear visualisations of how values develop over time. That is why you can select several key figures per element for these graphs.

The available settings are identical for bar charts and line graphs. Thus, the settings for both elements are described in this chapter.

First, add a bar chart or line graph as described above. Then, proceed as described below to carry out individual settings for the graphs.

Setting up bar charts and line graphs:

  1. Click on Edit () in the top right corner of the bar chart or line graph.
    → The settings menu opens.

  2. Carry out the settings for the bar chart or line graph.

  3. Save () the settings.

Carrying out settings for bar charts and line graphs
Setting Explanation

Bar chart configuration templates

Click on this button to use a bar chart configuration template provided by the system. This way, the bar chart displays the selected data so you do not have to select data manually in additional steps.

Key figures and period

Select one or more key figures and periods that should be displayed in the bar chart or line graph. Alternatively, click on Create new key figure () to create a new key figure.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example:*If you have selected the current month as *Period and the option Week as Time interval, the values for each completed week of the current month will be displayed as separate bar or graph.

X-axis

Select the basis for the x-axis. The options Scale basis, Dimension and Calculation date are available.

Y-axis

Select the basis for the y-axis. The options Primary result and Target are available.

X-axis label rotation

Use this setting to determine how the labels for the x-axis are displayed. Select 0 for regular label positions and 45 or 90 to rotate the labels by those degrees.

Number of columns

Select how many units of the selected time interval you want to show in the graph. The starting point depends on the selected time period.

Activate zoom

Activate this option to enable the zoom function for the dashboard element. In addition, determine a Start value to which the zoom should be set by default whenever the dashboard is opened.

Quickly show and hide key figures

You can quickly show or hide a key figure by clicking on its name below the graph.

2.7.3. Heat map

The heat map is a simplified visualisation based on a graph structure in the background. Heat maps display changing colors based on the current value of the key figure. This allows you to identify a possible need for action for the selected key figure.

First, add a Heat map as described above. Then, proceed as described below to carry out individual settings for the heat map.

Setting up a heat map:

  1. Click on Edit () in the top right corner of the heat map.
    → The settings menu opens.

  2. Carry out the settings for the heat map.

  3. Save () the settings.

Carrying out settings for heat maps
Setting Explanation

Key figures and period

Select one or several key figures and time periods that should be visualised by the heat map from the dropdown list. Alternatively, click on Create new key figure () to create a new key figure.

Time interval

This setting narrows down the values of the selected Period. Thus, the time interval always has to be shorter than the selected Period.
Example: If you have selected the current month as Period and the option Week as Time interval, the value of the current week will determine the colour of the heat map.

X-axis

Select the basis for the x-axis. The options Scale basis, Dimension and Calculation date are available.

Y-axis

Select the basis for the y-axis. The options Primary result and Target are available.

X-axis label rotation

Use this setting to determine how the labels for the x-axis are displayed. Select 0 for regular label positions and 45 or 90 to rotate the labels by those degrees.

Number of columns

2.7.4. Progress chart

The settings available for progress charts are identical to the settings available for pie charts. The only difference is the way data is displayed. In contrast do the pie chart, a progress chart displays the data per key figure as part of a bar.

First, add a progress chart as described above. Then, proceed as described below to carry out individual settings for the progress chart.

Setting up a progress chart:

  1. Click on Edit () in the top right corner of the progress chart.
    → The settings menu opens.

  2. Carry out the settings for the progress chart. The chapter on pie charts contains further information on the available options.

  3. Save () the settings.

2.7.5. Using additional functions for graphs

As soon as you have placed graphs on your dashboard, additional functions appear automatically. These additional functions are identical for each graph type and allow you to view detailed information on the data basis or to download data.

Using additional functions for graphs

Using additional functions for graphs:

  1. On the upper right corner of the graph, click on ().
    → A list of available options is displayed.

  2. Select which action you want to carry out for the graph. The following table explains the available options.

Option Explanation

Image

Downloads the content currently displayed by the graph as an image. Select one of the options PNG, JPG, SVG or PDF to determine the format of the image file.

Data

Downloads the currently displayed data of the graph. Select one of the options JSON, CSV, XLSX, HTML or PDF to determine the format of the file.

Print

Opens the print preview for the content currently displayed by the graph. This way, you can quickly start the printing process. In addition to an image of the graph, the printout includes the current date and general information on the plentymarkets System from which the graph originates. As usual, you can use the dialogue window of the printer to carry out settings regarding the alignment, format and numbers of copies to be printed.

Raw data

This options displays the key figure configurations that the graph is based on to the left. Click on the name to open another view that contains the current results of the raw data in more detail.

Change filter

This option allows you to quickly and conveniently change the key figures, time intervals and dimensions that were selected when the graph was created. This way, you can influence the data basis of a graph and display current data, e.g. if you need additional information on very short notice.

2.7.6. Setting up rows

You can display data as simple rows. The settings available for rows are identical to those available for tiles.

First, add a row as described above. Then, proceed as described below to carry out individual settings for the row.

Setting up rows:

  1. Click on Edit () in the top right corner of the row.
    → The settings menu opens.

  2. Carry out the settings for the row. The chapter on tiles contains further information on the available options.

  3. Save () the settings.

2.8. Displaying additional information in areas

In addition to displaying data as tiles, tables, charts and rows, you can display further information within the areas of the dashboard. This way, you can flexibly add text fields with important additional information for your colleagues or customised buttons according to your specific needs.

2.8.1. Displaying formatted text

Formatted text allows you to display information in text form on the dashboard. The text is then displayed next to or below elements such as tiles.

Proceed as described below to add formatted text to the dashboard.

Displaying formatted text:

  1. Click on Edit () for the area in which text should be displayed.
    → The settings menu opens.

  2. In the settings menu, select the element Formatted text and drag-and-drop it to the desired position.

  3. Click on the element Formatted text and enter the desired text in the settings menu.
    Optional: Use the available formatting options for bold, italic or underlined text and for adding bullet points.

  4. Save () the settings.
    → The text is permanently displayed within the area.

2.8.2. Adding customised buttons

Similar to the formatted text described above, you can individually display customised buttons on your dashboard. You can flexibly configure the colour, the text and the functionality of the buttons. The button is then displayed next to or below elements such as tiles.

Proceed as described below to add customised buttons to the dashboard.

Adding customised buttons:

  1. Click on Edit () for the area in which text should be displayed.
    → The settings menu opens.

  2. In the settings menu, select the element Button and drag-and-drop it to the desired position.

  3. Click on the element Button and carry out the settings. Pay attention to the information provided in Table 2.

  4. Save () the settings.
    → The text is permanently displayed within the area.

Table 2. Available settings for customisable buttons
Setting Explanation

Title

Enter a title. The title is displayed as text on the button.

Shortcut type

Select what should happen when clicking on the button. The options Open link and Open dashboard are available.

Link

Enter a link that should be opened when the button is clicked. There are 2 possibilities to enter a link:
Internal link: An internal link opens a menu within the back end of your plentymarkets system. To do so, enter the route of the menu that should be opened beginning with a /. The link has to include everything displayed in the URL of the menu after the terra component. Example: If the order overview should be opened when clicking on the button, enter the link /order/order-search. + External link: Enter the complete link to the external page, beginning with http:// or https://.

Open dashboard

Select a dashboard from the drop-down list that should be opened when the button is clicked. Important: The dashboard has to already exist and users need to be assigned the required rights for the dashboard view to be able to see and select all required dashboards.

Colours

Select the colours in which the button should be displayed. The field on the left determines the background colour of the button. The field on the right determines the colour of the text on the button.

2.9. Displaying notifications on the dashboard

Notifications contain important information on your plentymarkets system. You can access these notifications by clicking on the bell symbol at the top margin of the plentymarkets back end. By clicking on the bell symbol, all current notifications are displayed. In addition, an area for notifications is displayed by default when opening the dashboard for the first time or when creating a new dashboard view. Proceed as described below in case you have deleted this area and want to display it again.

Displaying notifications on the dashboard:

  1. Go to plentymarkets logo (Start) » Dashboard.

  2. Click on Edit view ().

  3. Drag-and-drop the element Notifications from the settings menu on the dashboard.

  4. Save () the settings.

To top