Classic cases and configurations

The goal of this section is to describe the different possibilities for report/dashboard structures, with examples and configurations.

    1. 1 report with 1 dashboard
    1. 1 report with multiple dashboards
    1. Multiple reports, each with its own dashboard
    1. Multiple reports, each with multiple dashboards

*Examples*

Note: In the following schemas, a report will be noted [report], a dashboard will be noted (dashboard)

(1) I want to represent financial data for the France perimeter I have 1 report: ‘France’, and 1 dashboard representing financial KPIs

=> In this case, we arrive directly on the one default report, and its associated dashboard. There is no (and no need for a) search bar

The structure is:

[France] -- (KPIs financiers)

Example on https://sandbox.toucantoco.com/one-report-one-dash

(2) I want to represent some shops sales in a commercial mall. My users are the shop owners, who rent spaces to the mall. In the application, my slides show the revenue of the different shops in the form of a ranking leaderboard. Whether I am the owner of shop A or B, I will see the same slides, with the same data. On the homepage, I have a search bar where I can choose my shop and see the related KPIs.

This means I will have 1 report “Mall” and 1 dashboard per shop + 1 dashboard with KPIs for the whole mall.

[Mall]
  |__ (KPI: All shops revenues)
  |__ (KPI: revenues of shop A)
  |__ (KPI: revenues of shop B)
  ...

Example on https://sandbox.toucantoco.com/one-report-multi-dash

  1. I have a hierarchy :
  • shops
  • regional managers that manage all shops in a given region
  • national managers that manage all regional managers in a given country

Every user, whether shop owner or manager, will have access to similar slides, but with different data scopes. For example, in the case of a customer satisfaction survey, a shop owner will see his own scores, and a manager will see the mean value of all the shop owner in his region.

This means I will need 1 report for every user. Every user will have his own dashboard with his own KPIs

[France] -- (KPI: satisfaction rate for France)
[Ile-de-France] -- (KPI: satisfaction rate for Ile-de-France)
[Rosny sous bois shop]  -- (KPI: satisfaction rate for Rosny sous bois shop)

Example on https://sandbox.toucantoco.com/multi-report-one-dash

(4) This is basically the same case as (3), except multiple dashboards can exist (for example we could have a satisfaction rate dashboard, and a recommendation rate)

[France]
  |__ (KPI: satisfaction France)
  |__ (KPI: recommendation France)
[Ile-de-France]
  |__ (KPI: satisfaction IDF)
  |__ (KPI: recommendation IDF)
...

Example on https://sandbox.toucantoco.com/multi-report-multi-dash