Introduction

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Creating the dashboard

As with Quality Monitoring, creation is quick. You give your dashboard a name, then select the taxonomy or taxonomies to attach. This is where the flexibility of the system really shines:

  • You can attach a complete taxonomy to a dashboard — this is the most common case
  • You can also combine topics from multiple taxonomies to create a custom dashboard centered on a specific angle. For example, extract Delivery topics from an after-sales taxonomy and Delays topics from an e-commerce taxonomy to create a dashboard dedicated to delay-related issues across all sources

This approach allows you to create highly targeted views without having to rebuild a taxonomy from scratch each time.

Inviting people

Same functionality as for QM: you can invite specific people or open access to all members of your Gravite workspace. Differentiated access levels are planned for future platform updates.

Creating views

Once the dashboard is created, you can configure custom views. A view is essentially a set of saved filters that allows you to segment your data according to the angle that interests you — by data source, by period, by specific metadata such as a region, a dealership, a product type, or a channel.

Each view behaves as an independent window on your data: you can thus have a global view, a view by country, a view by customer type, and navigate between them in one click directly from the dashboard.

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Attaching your taxonomy to an insight explorer dashboard

Once your taxonomy is validated, you need to create an Insight Explorer dashboard to visualize the results. This step is done from the All Dashboards tab in the navigation bar.

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