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Dashboards
A dashboard is a saved collection of reports — the charts you actually keep open, arranged the way you want them. Set one as your default and Flowstate lands you there every time you open Workforce Analytics. Share it with a team and they get the same view.
This is the surface for "the headcount and burn rate I check every Monday morning". Not for ad-hoc digging. For ad-hoc digging, build a report.
What a dashboard is
| Property | Description |
|---|---|
title | Display name. |
description | Optional context — what this dashboard answers. |
visibility | private (only you), shared (anyone in your org), or pinned to specific roles. |
reports | Ordered list of report cards rendered on the page. |
isDefault | Whether this is your personal default dashboard. |
Creating a dashboard
Workforce Analytics → Dashboards → New dashboard. Title, optional description, save. The dashboard opens empty — add reports from the reports list by clicking the dashboard icon on each report card and picking your dashboard, or build a report inline.
Reorder cards by dragging. Resize by dragging the corner. Remove a report from the dashboard without deleting the underlying report.
Setting a default
The star icon on a dashboard card sets it as your personal default. From then on, navigating to /plan/<id>/workforce-analytics redirects you to that dashboard. Each user has their own default — it is a per-user preference, not a shared setting.
TIP
A good default dashboard answers "what changed since yesterday". Burn rate trend, headcount net movement, top variance projects, pending approvals. Save the strategic stuff for a separate dashboard you open once a quarter.
Filtering, sorting, sharing
The dashboards list supports filter by visibility (mine, shared) and sort by title, last updated, or report count. Search is in the header.
Sharing follows the visibility setting on the dashboard. Anyone in your org with permission to read the underlying entities will see the cards on a shared dashboard. Someone without permission to see employee-level cost data will see those particular cards as a permission-required placeholder, but the dashboard frame still renders.
Date ranges and scenarios
Dashboards inherit the active scenario context. Open a dashboard while inside a scenario and every chart re-renders with that scenario's overlays. Switch back to live data and they refresh to baseline.
Each chart card carries its own date range control — you set "last 12 months" on the burn rate card and "this fiscal year" on the labor mix card and they remember independently.
Where to go next
- Reports — build the chart you want to add.
- Strategy view — pre-built strategy charts you can pin.
- Financial view — pre-built financial charts you can pin.