Project Goal: Configure a dashboard using an existing service (e.g., Power BI, QuickSight, Tableau) to display business data collected via APIs. The dashboard should be integrated into our private admin panel, with the possibility of exposing certain data via a password-protected public URL if required.
General Requirements - Accessibility: The dashboard must be accessible through our internal admin panel. It should also support the option to expose selected data through a password-protected public URL. - Flexibility and Customization: The configuration must support a multi-tenant setup: each client using our system should see only their relevant data. The data should update dynamically via integration with existing APIs.
Tool Selection: Use a proven dashboarding solution like Power BI, QuickSight, or Tableau to ensure speed, scalability, and ease of use.
Dashboard Structure
Panel 1: Revenue Performance - Data to Display: - Company Revenue (Month to Date): Revenue generated from the start of the current month to date. - Company Revenue (Year to Date): Revenue generated from the start of the current year to date. - Suggested Visualization: - Cards or bar charts. - Highlighted numeric values for quick performance insights.
Panel 2: Revenue Percentage by Business Line - Data to Display: - Revenue percentage for each business line. - Absolute revenue amount generated by each category.
Suggested Visualization: Pie charts for percentages. Side tables for detailed breakdowns.
Panel 3: Revenue vs. Budget by Business Line - Data to Display: Current revenue (Month to Date and Year to Date) for each business line. - Pre-set revenue budget for each line. - Positive/negative variance compared to the budget.
Suggested Visualization: Bar charts for direct comparisons. Color indicators to highlight variances.
Panel 4: Workflow Overview - Data to Display - Total number of tasks categorized by status: - To Be Managed - To Be Scheduled - To Started - In Progress - Completed - Lost - Other Status
Interactive links to drill down into detailed information for each task (e.g., date, client, current status, notes).
Suggested Visualization: Dynamic tables with drill-down capabilities. Bar charts or flow diagrams for overall progress representation.
Technical Specifications API Integration: Configure the chosen tool to fetch data from REST APIs or other supported data sources (e.g., CSV files, SQL databases). Set up real-time or scheduled data refreshes.
Multi-Tenant Access: Apply report-level filters to ensure each client views only their own data. Configure roles and permissions to manage data access.
Admin Panel Integration: Embed the dashboard into the admin panel using iframe or embedded reporting options. Ensure a seamless and responsive user experience.
Public Data Exposure: Configure a specific view of the dashboard to be shared via a password-protected public URL. Limit displayed data for privacy and security reasons.
Scalability and Maintenance: Ensure the configuration is scalable to accommodate new companies, data types, or panels in the future. Simplify modifications to APIs or filters as business needs evolve.
Expected Deliverables 1) Initial Dashboard Configuration with the specified four panels. 2) API Integration to dynamically update data in real-time or at scheduled intervals. 3) Dashboard Embedding within the admin panel. 4) Public URL Configuration (if feasible) to display selected data. 5) Operational Guide for adding new clients or modifying filters.
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