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📊 Dashboard

Real-time overview of your compliance platform metrics

James Greig avatar
Written by James Greig
Updated over 3 months ago

[Dashboard Overview - Main dashboard interface showing multiple widgets with sample data and metrics]

The Dashboard is your central command centre for monitoring compliance activities across your organisation. It provides real-time insights into key metrics and serves as your starting point when logging into the Magic Compliance platform.

Getting to the Dashboard

The Dashboard is automatically displayed when you first log into the Magic Compliance platform. You can return to the Dashboard at any time by clicking the Govin logo in the top left corner of any module screen.

Dashboard Features

Widget-Based Layout

The Dashboard uses a flexible widget system that displays key metrics and information in organised panels. Some examples might be:

  • Active Clients - Total clients under management with trend indicators

  • Risk Alerts - Current risk notifications categorised by severity (High, Medium, Low)

  • Compliance Rate - Overall compliance score with visual progress indicators

  • Documents - Document processing status and recent activity

  • Transactions - Transaction volume and value metrics

  • KYC Status - Know Your Customer verification progress

  • Upcoming Deadlines - Important dates and tasks with priority levels

  • Audit Trail - Recent system activity and user actions

  • Portfolio Distribution - Asset allocation breakdown and performance metrics

Data Refresh

Refresh Button Click the Refresh button in the top right corner to manually update all dashboard data.

Automatic Refresh [TO BE UPDATED: Details on automatic refresh intervals and behaviour]

Customising Your Dashboard

[Customize Mode - Dashboard showing ❌ deletion buttons on each widget and the

"+ New Widget" button]

The Dashboard can be fully customised to match your workflow and priorities.

Entering Customise Mode

  1. Click the Customise button in the top right corner of the Dashboard

  2. Red ❌ buttons will appear on each widget for easy removal

  3. The New Widget button becomes available for adding widgets

Managing Existing Widgets

Rearranging Widgets

  • Drag and drop widgets to rearrange them in your preferred layout

  • Position widgets based on your most frequently accessed information

Removing Widgets

  • Click the red ❌ on any widget to remove it from your dashboard

  • Removed widgets can be added back using the New Widget feature

Adding New Widgets

[New Widget Configuration - Widget creation dialog showing all configuration options]

Click '+ New Widget' to create custom widgets tailored to your needs.

Step 1: Select Data Source

Choose from available data sources:

  • Clients - Information about your active client base, including client counts, onboarding status, and client demographics

  • Compliance - Compliance metrics such as completion rates, outstanding requirements, and regulatory adherence scores

  • Transactions - Transaction volume, values, patterns, and processing statistics

  • Documents - Document processing status, completion rates, and document-related workflows

  • Risk Management - Risk alerts, assessment scores, and risk-related notifications

Step 2: Choose Metric Type

Select the type of metric to display:

  • Count - Simple numerical counts of items or events

  • Percentage - Ratio-based metrics displayed as percentages

  • Trend - Time-based data showing changes over selected periods

  • Distribution - Breakdown of data across different categories

Step 3: Select Visualisation Type

Choose how your data will be displayed:

  • Statistics - Simple numerical display with key figures

  • Line Chart - Trend data displayed as connected data points

  • Gauge/Progress - Circular or progress bar displays for completion rates

  • List View - Tabular presentation of data items

  • Table - Structured data display with rows and columns

  • Alerts - Notification-style display for important information

  • Timeline - Chronological display of events and activities

  • Pie Chart - Circular chart showing data distribution

  • Progress Bar - Linear progress indicators

Step 4: Set Time Period

Define the time range for your widget data:

  • Daily - Current day metrics and activities

  • Weekly - Seven-day rolling data and trends

  • Monthly - Current month performance and statistics

  • Yearly - Annual metrics and long-term trends

Step 5: Finalise Widget

  • Click Add Widget to create your new dashboard element

  • Click Cancel to discard changes and return to the dashboard

User Permissions and Dashboard Access

[TO BE UPDATED: Information about how user roles and permissions affect dashboard visibility and customisation options]

Best Practices

Dashboard Organisation

  • Position your most critical metrics in the top-left area for immediate visibility

  • Group related widgets together (e.g., all compliance-related metrics)

  • Use a mix of visualisation types to avoid information overload

Regular Monitoring

  • Check your dashboard daily for urgent alerts and deadlines

  • Use the refresh function when working with time-sensitive data

  • Customise widgets based on your current projects and priorities

Widget Selection

  • Start with essential metrics and add specialised widgets as needed

  • Consider your role and responsibilities when selecting data sources

  • Balance detailed metrics with high-level overview information

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