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Custom Dashboards

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Custom dashboards let you arrange your process analysis exactly the way you need it. Instead of accepting a fixed layout, you drag in charts, metric tiles, and text, size them to fit, and group them into rows — creating a view you can share with everyone who works on the process.

ProcessMind dashboard builder with chart elements on the canvas

Creating a dashboard

  1. Open the Dashboards area for your dataset — custom dashboards are listed under Custom in the dashboard list.
  2. Start from a blank canvas, or duplicate one of your own custom dashboards to keep an existing layout as a starting point: open the dashboard list, use the menu on the dashboard row and choose Duplicate. The copy appears under Custom with a (Copy) suffix, ready to edit. Pre-built dashboards cannot be copied into Custom yet.
  3. Drag elements from the library onto the canvas and configure them one by one.

Layout: containers, rows and groups

Every element sits in a container on a grid that keeps the layout aligned:

  • Resize a container by hovering its edge and dragging.
  • Move containers by dragging; they snap into the surrounding grid.
  • Group elements into rows and sections so the dashboard reads top to bottom — headline metrics first, detail charts after.
A finished ProcessMind dashboard with KPI tiles and charts

The element library

  • Charts — all process charts available for your data.
  • Metric tiles — KPI tiles built on the metrics system.
  • Text — annotations and context with markdown notation, or dynamic content with expressions.
  • Interactive elements — filters, case lists and process views that make the dashboard explorable, using the same filters as everywhere else (see Using Filters).

Configuring elements

  1. Select an element on the canvas to open its settings panel.
  2. Choose its data source — the metric, chart type or dataset it should display.
  3. Style it to match your team’s conventions.
  4. Save — the layout is stored as a dashboard you can reopen any time.

Sharing what you built

Dashboards are visible to everyone with access to the dataset, so a good custom view becomes the team’s default. Save interesting states with Process Bookmarks, and see Modeling Canvas for the canvas controls viewers use — zoom, pan, fit to view, and the minimap.

Frequently asked questions

Charts, metric tiles, text and markdown, filters and other interactive elements from the dashboard element library.

Building and editing custom dashboards is available with a Process Intelligence seat or higher.

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