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Dashboard Customization

The BOSS Platform provides a highly customizable dashboard system that adapts to different departments and use cases. Users can create personalized views with drag-and-drop widgets, real-time data, and interactive visualizations.

Dashboard Architecture​

Widget System​

Available Widget Types​

Widget Configuration​

Each widget supports:

  • Size Options: 1x1, 2x1, 2x2, 4x2, full-width
  • Data Sources: Multiple data connections
  • Refresh Rates: Real-time, 30s, 1m, 5m, manual
  • Filters: Department, date range, status, priority
  • Actions: Click-through, drill-down, export

Grid Layout System​

Responsive Grid​

Drag-and-Drop Features​

  • Widget Reordering: Drag to rearrange
  • Resize Handles: Adjust widget dimensions
  • Snap-to-Grid: Automatic alignment
  • Collision Detection: Prevent overlaps
  • Undo/Redo: Layout change history

Dashboard Templates​

Department-Specific Templates​

Sales Dashboard​

const salesDashboard = {
  name: "Sales Overview",
  widgets: [
    { type: "kpi", data: "activeDeals", position: [0, 0], size: [3, 2] },
    { type: "kpi", data: "conversionRate", position: [3, 0], size: [3, 2] },
    { type: "chart", data: "pipeline", position: [6, 0], size: [6, 4] },
    { type: "list", data: "recentDeals", position: [0, 2], size: [6, 4] },
    { type: "timeline", data: "activities", position: [0, 6], size: [12, 3] }
  ]
};

Customer Success Dashboard​

const customerDashboard = {
  name: "Customer Success",
  widgets: [
    { type: "kpi", data: "nps", position: [0, 0], size: [2, 2] },
    { type: "kpi", data: "churnRate", position: [2, 0], size: [2, 2] },
    { type: "gauge", data: "satisfaction", position: [4, 0], size: [2, 2] },
    { type: "chart", data: "retention", position: [6, 0], size: [6, 4] },
    { type: "heatmap", data: "usage", position: [0, 2], size: [6, 4] }
  ]
};

Real-Time Updates​

WebSocket Integration​

Update Strategies​

  • Push Updates: Server-initiated data push
  • Polling: Client-initiated periodic checks
  • Hybrid: Push for critical, poll for others
  • Differential Updates: Only changed data
  • Batch Updates: Group multiple changes

Widget Development​

Creating Custom Widgets​

// Custom Widget Component
interface CustomWidgetProps {
  data: any;
  config: WidgetConfig;
  onUpdate: (data: any) => void;
}

const CustomWidget: React.FC<CustomWidgetProps> = ({ 
  data, 
  config, 
  onUpdate 
}) => {
  return (
    <WidgetContainer>
      <WidgetHeader title={config.title} />
      <WidgetBody>
        {/* Custom widget content */}
      </WidgetBody>
      <WidgetFooter>
        <RefreshButton onClick={onUpdate} />
      </WidgetFooter>
    </WidgetContainer>
  );
};

// Register Widget
widgetRegistry.register('custom-widget', CustomWidget);

Widget Lifecycle​

Performance Optimization​

Rendering Strategy​

Optimization Techniques​

  1. Virtual Scrolling: Render visible widgets only
  2. Memoization: Cache expensive calculations
  3. Code Splitting: Load widgets on demand
  4. Image Optimization: Lazy load, WebP format
  5. Data Pagination: Load data in chunks

Dashboard Management​

User Permissions​

Dashboard Sharing​

  • Public Dashboards: Accessible to all users
  • Department Dashboards: Team-specific views
  • Personal Dashboards: User-customized layouts
  • Shared Links: External sharing with tokens
  • Embedded Views: iFrame integration

Analytics Integration​

KPI Tracking​

const kpiWidget = {
  type: 'kpi',
  metrics: {
    primary: {
      label: 'Active Tickets',
      value: 42,
      trend: '+12%',
      period: 'vs last week'
    },
    secondary: [
      { label: 'Resolved', value: 28 },
      { label: 'Pending', value: 14 }
    ]
  },
  visualization: 'sparkline',
  refreshRate: 30000 // 30 seconds
};

Chart Configurations​

const chartWidget = {
  type: 'chart',
  chartType: 'line',
  data: {
    labels: ['Mon', 'Tue', 'Wed', 'Thu', 'Fri'],
    datasets: [{
      label: 'Tickets Created',
      data: [12, 19, 15, 25, 22]
    }]
  },
  options: {
    responsive: true,
    animations: true,
    interactions: {
      mode: 'index',
      intersect: false
    }
  }
};

Best Practices​

Dashboard Design​

  1. Information Hierarchy: Most important widgets first
  2. Visual Balance: Distribute widgets evenly
  3. Color Consistency: Use theme colors
  4. White Space: Avoid overcrowding
  5. Mobile First: Design for smallest screen

Performance Tips​

  • Limit widgets per dashboard (10-15 max)
  • Use appropriate refresh rates
  • Implement pagination for lists
  • Cache static data
  • Optimize API calls

Next Steps​