Dashboards

Turn your data into decisions. Dashboards are fully customisable home-screen panels built from Widgets — live charts, KPI numbers, and data grids that query your actual business data in real time. You can create as many dashboards as you need — one for sales, one for warehouse, one for finance — and share them across your team so everyone sees the metrics that matter to their role.

Where to find it

Go to Setup > Reporting > Dashboards.

How to create a dashboard

1. Click + Data Entry > New.
2. Enter a Name and optional Description.
3. Save — the dashboard opens in the designer.
4. Click Add Panel and select a Widget to place on the dashboard.
5. Drag panels to reposition them; resize by dragging their edges.
6. Each panel has its own Refresh Interval so high-priority metrics can update more frequently than static charts.

Import / Export

• Export — click the download icon on a dashboard row to save it as a JSON file. Use this to share a proven dashboard layout with another company on CifraHQ, or to back it up before making changes.
• Import — click + Data Entry > Import and upload a previously exported JSON file to restore or copy a dashboard.

Tips

• Panels sit on a flexible grid layout — stack several small KPI cards in a row alongside a wider trend chart to make every pixel of screen real estate count.
• The Hide Header option on a panel removes the title bar for a cleaner, presentation-ready look — useful when the chart itself makes the metric obvious.
• Dashboards are visible to all Users by default. To restrict a dashboard to specific teams, manage access through the Modules permission settings.

Related: Widgets · Financial Reports · Query Builder · Inventory Report