Overview
Your Dashboard can be personalized so the sections you use most often are easier to find. Think of it like a quick access to feature. You can see all of your data points and select the hyper links to quick navaigate to sections. Depending on your permissions and organization setup, you may be able to add, remove, arrange, or configure dashboard tiles.
The available tiles and configuration options may vary based on your role, permissions, and the modules enabled for your organization.
Before You Begin
Before personalizing your dashboard, make sure:
- You are logged in to your B2Gnow account.
- You have access to dashboard personalization options.
You may not see every tile or setting described in this article.
Process
Enabling Section
The dashboard sections available to you depend on the modules enabled for your organization and your assigned permissions.
- In the Dashboard section, select Personalize.
- Select the checkbox for each section you want to add to your dashboard. Clear the checkbox for any section you do not want to display.
- Configure the available display settings for each selected section:
- Data — Choose whether the section displays information assigned to you or information for the entire organization.
- Location — Choose whether the section appears in the left or right column of the dashboard.
- Position — Choose the order in which the section appears within the selected column. Lower numbers display higher in the column.
- Color — Choose the display color, if this option is available.
- Select Add to Dashboard when finished.
- Review your dashboard to confirm that the selected sections appear as expected.
- Select Refresh if the dashboard does not update right away.
- You can return to Personalize at any time to add, remove, or rearrange dashboard sections.
Dashboard Configuration Settings
| Setting | What It Controls |
|---|---|
| Checkbox | Controls whether the tile displays on your dashboard. |
| Location | Controls where the tile displays, such as the left or right column. |
| Position | Controls the order of the tile within the selected column. |
| Color | Controls the display color of the tile, if available. |
| Data | Controls which information appears in the tile, such as organization-wide records or records assigned to you. Not all tiles include this option. |
| Config | Opens configuration settings for a tile that is already enabled. |
| Save | Applies the dashboard display changes. |
| Refresh | Reloads the dashboard so recent changes display. |
Available Dashboard Sections
The dashboard sections available to you depend on your organization’s configuration, enabled modules, and your user permissions. Some sections include clickable counts or links that open the related records or a filtered list.
| Dashboard Sections | What It Shows | Additional Information |
|---|---|---|
| Certifications | Certification processing records grouped by status and age. | Select a count, when available, to view the related certification processing records. |
| Certification Applications | Applications grouped by status and type, along with online application question-and-answer activity. | Counts may open the related application or Q&A records. |
| Certification Stats | A summary of currently certified firms, pending processing records, and firms approaching renewal within the next three months. | Use this section for a quick overview of certification activity. |
| Concession Audits | Concession audits grouped by status and age. | Counts may open a filtered list of concession audit records. |
| Contract Audits | Contract audits grouped by status and age, along with subcontract requests by type and age. | Counts may open the related audit or subcontract request records. |
| Contracts Awarded | Goal and For Credit percentages for the previous and current fiscal years. | The information displayed may depend on your organization’s fiscal year configuration. |
| Contract/Concession Summary | Totals for active, audited, or soon-to-end contract and concession records. | Links in the section may open contract or concession record lists. |
| Contract Summary | Contract totals, combined contract value, payments, payments for credit, goals, and achievement percentages. | The summary may include all, open, audited, or closed contracts. |
| Favorite Reports | Reports you have marked as favorites. | Select a report to open it, or use the available link to view additional reports. |
| Help Desk | Support or Help Desk tickets available to you. | The information you can view depends on your organization’s configuration and your permissions. |
| Insurance | Insurance certificate records grouped by status. | This section is available when the applicable module is enabled. |
| Insurance Audits | Insurance audits grouped by status and age. | This section is available when the applicable module is enabled. |
| Outreach | Outreach campaigns grouped by status. | This section is available when the applicable module is enabled. |
| Priority Flagged Contracts | Key information for contracts that have been flagged as a priority. | Available links may open contract records, payment details, or filtered contract lists. |
| Reviews | Review records grouped by review type and status. | Availability depends on your organization’s configuration and enabled modules. |
| Utilization Plans | Pending utilization plan records grouped by status. | Counts may open the related utilization plan records. |
| Vendors | Pending, active, or total vendor questionnaire records. | Counts may open questionnaire records or online vendor registration records. |
| Workforce Audits | Workforce audits grouped by status and age. | Counts may open a filtered list of workforce audit records. |
Data Display Options
Some dashboard sections can display different sets of information. When the Data setting is available, you may be able to choose whose records are included.
| Data Option | What It Means |
|---|---|
| Organization-wide data | Displays information for applicable records across your organization. |
| Assigned-to-user data | Displays information only for applicable records assigned to you. |
The available options may vary by dashboard section and your permissions.
Fiscal Year Information for Contract Sections
Some contract-related dashboard sections use your organization’s fiscal year settings to calculate and display totals, goals, and achievement percentages.
For accurate dashboard information, your organization’s fiscal year should be configured correctly. An incorrect fiscal year configuration can affect the totals and percentages shown in contract-related sections and may also affect related reporting, budget tracking, and program management.
Tips
- Keep the tiles you use most often near the top of your dashboard.
- Remove tiles you do not use often so the dashboard is easier to scan.
- Use Config to update a tile that is already enabled.
- Use Refresh after saving changes if the dashboard does not update right away.
- Your dashboard may not match another user’s dashboard because tiles depend on permissions and organization setup.
- Not all tiles support color, data view, or user-specific configuration.
Summary
Personalizing your dashboard helps you control which tiles display and how they are arranged. You can choose the dashboard sections that matter most to your work, adjust their location or order, and configure available data views so the dashboard is easier to use.
Related to