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12 – KPI Widget, FlowLogic BI and other FlowLogic Dashboard Customisations

PostedSeptember 2, 2025
UpdatedSeptember 2, 2025
ByDaniel Garvey

In this session, we’ll walk through practical, hands-on training for getting the most out of your FlowLogic Dashboard.

Using the FlowLogic KPI Widget, FlowLogic BI and other dashboard customisations, you can create a visual reporting tool that displays key performance indicators (KPIs) and other critical data, allowing management to quickly understand business performance, identify trends, spot anomalies, and make informed, data-driven decisions. These tools consolidate data from various sources, providing a real-time or near real-time overview of business health and progress towards strategic goals.

This session is ideal for Business Managers, Operations Managers and Business Owners looking to keep a close eye on the day to day operations of their business.

  • Dashboard Customization in FlowLogic: Daniel led a comprehensive walkthrough of dashboard customization in FlowLogic, covering the KPI widget, FlowLogic BI, dashboard record tables, and widget management.
    • KPI Widget Setup and Use: Daniel explained the KPI widget’s role in tracking compliance documentation for staff and clients, detailing how documents are linked to individuals, the importance of expiry date fields, and the need for careful customization to avoid dashboard slowdowns.
    • Assigning Responsibility in KPI Widget: Daniel clarified that the KPI widget is designed for individual ownership of compliance tracking, typically assigning a specific staff member (e.g., HR or team leader) to oversee document status, and the use of automations for notifications.
    • FlowLogic BI Graphical Reporting: Daniel demonstrated FlowLogic BI, which enables graphical representation of user-created reports on dashboards, explained the process for requesting BI graphs via the Helpdesk, and highlighted the ability to export graphs for reporting to stakeholders.
    • Customizing Dashboard Record Tables: Daniel described how users and administrators can add record tables (e.g., risk management, notice board, upcoming shifts) to dashboards, either company-wide or individually, and noted the impact of table view settings on displayed data.
    • Widget Management and User Customization: Daniel outlined how users can reorder, add, or remove dashboard widgets, and explained that some widgets are inactive due to being superseded by newer features like FlowLogic BI, with customization options dependent on user permissions
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