Create your own dashboards in Roughly Now

In Roughly Now you build your own dashboards with the key figures, graphs and tables that matter to you, to a customer or to a team. Each dashboard can have its own widgets, its own period and its own filters.

If your agency uses the standard Roughly Now view, it is still there as one of the dashboards in the list. This article shows how to create your own dashboard and fill it with content.

Before you start

An Admin decides who can create dashboards in Basics, on the Roughly Now tab, under Dashboard settings:

• Use dashboards must be switched on.
• Can create dashboards sets which access levels can create their own dashboards: Coworker, Project manager and/or Admin.

If you don't see the Create new button, your access level doesn't allow you to create dashboards. Talk to an Admin at your agency. Read more in Access levels in Roughly Right.

The same tab also has Use standard Roughly Now, which adds the standard view as a dashboard in the list.

Create a new dashboard

1. Go to Roughly Now in the menu.
2. Click the pencil next to the dashboard picker in the top right. The Edit dashboards box opens, listing all dashboards you have access to.
3. Click Create new at the bottom of the box.
4. Name the dashboard in the box that opens. You then land on the new dashboard, which has an empty widget to start filling in.

A new dashboard is private to begin with. Only you can see it until you share it with coworkers.

If you want to start from an existing dashboard, you can copy it instead, using the copy button on its row in Edit dashboards.

Add widgets

A dashboard is made up of widgets. Scroll to the bottom of the dashboard, click Add widget, choose a type and fill in the settings.

• Key figure: a single number, such as occupancy, planning level or agency fee this year.
• Report: reports built on request, as tables you can sort and export to Excel, such as Ongoing projects, Overspend risk or Planned vs reported.
• Time series: a value over time, as bars, lines or a table, such as agency fee per month or hours worked per week.
• Distribution: a total split by customer, guild or another grouping, shown as a pie chart, bars or a table. For example, hours worked per customer.
• Divider: a line that splits the dashboard into sections.
• Note: free text, for instructions or explanations to the reader.

For each widget you choose what it shows, a name, a period and filters. A Time series can, for example, show hours worked, agency fee, revenue, planned value, profit margin or utilization, and be compared with another series using Compare with.

When you hover over a widget, buttons appear for exporting, editing, copying and deleting it.

Period and filters for the whole dashboard

Instead of setting the same period and filters in every widget, you can set them once for the whole dashboard:

• Dashboard period (the calendar icon) replaces the period in all widgets that follow the dashboard, for example This month, Year to date or Rolling months. The Roughly Now period shows last month, this month and next month. Each widget keeps its own interval per month or week.
• Dashboard filter (the funnel icon) replaces the matching filters in all widgets that follow the dashboard, for example Customers, Guilds, Tags, Project managers or Coworkers. Widgets keep any filters you don't set here.

Switch, copy and delete dashboards

You switch dashboards in the dashboard picker in the top right of Roughly Now. It lists all dashboards you have created or that have been shared with you.

In Edit dashboards (the pencil) you can see who created each dashboard, how many widgets it has and how it is shared. Each row has the buttons Select, share, copy and delete.

Only the person who created a dashboard, or an Admin, can delete it or change how it is shared.