---
title: Dashboard
slug: dashboard
icon: {"faIcon":"fa-solid fa-person-chalkboard"}
createdAt: 2025-06-20T11:48:14.360Z
---

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/lUApniMWJO2t__sOPNqCs_image.png)

The Dashboard in planeus isn’t just any dashboard. 
It’s a Dashboard** that qualifies your future.**
****
By taking data from your future schedule and quantifing them with KPIs, it is one of the most innovative way to turn blurry, experience-based outcome guesstimations, to **realistic, measureable, and improvable metrics**.

# What the Dashboard shows

The planeus Dashboard gives you an automated verdict **on how well your hypothetical operations **are expected to perform at a future point in time.

In Dashboard, everything you see — numbers, charts, lists — is based directly on your planning data, that means you can instantly spot upcoming bottlenecks, detect issues early, and make smarter decisions way **before** **your 1st operation begins.**

# Types of Dashboard Cards

The planeus Dashboard offers different cards to help you keep track of your operations:

- **KPIs / Facts** — Calculated metrics to monitor how your plan is expected to run.
- **Charts** — Visual representations of trends, capacities, and utilization.
- **Lists** — Up-to-date data, like active orders or work steps.

:::hint{type="info"}
**Note:**
Which Dashboard cards are available depends on your **Dashboard Profile**. 
You can manage them in **User Management**. 
[More about Dashboard Profile](docId\:QXMRgSTyv7fHAvLZv8sHj) 
:::

## Time period for KPIs and charts

Data on KPI and Chart cards is always shown for a specific **time period** combined with any filters you apply. Available time periods include:

| Code | Time Range Description |
| ---- | ---------------------- |
| D    | Today                  |
| W    | The next 7 days        |
| M    | The next 30 days       |
| D100 | The next 100 days      |
| Y    | The next 365 days      |
| YN   | The next calendar year |

## List cards

- List cards display **live data** like current orders or tasks.
- Clicking on a list item takes you directly to its detailed view for more information.



## Drill-Down about KPIs

For KPIs such as **On-Time Delivery** and **Process Efficiency**, you can view the underlying data:

- Click the **blue triangle **on the dashboard tile.
- A list appears showing the detailed records behind the KPI calculation.
- From this list, click any entry to jump straight to the corresponding planning object.

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/jFEkTXXeSj8wv9dkGau-R_image.png" size="92" width="912" height="292" position="flex-start" showCaption="false"}

## Add a Tile to your Dashboard

To adjust your Dashboard:

- Click the **Plus icon** in the lower right corner to add a new tile.
- Choose a tile type (KPI/Fact, Chart, or List) and set its topic and parameters.

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/JFYkODE4rC1qUfNU9ooHy_image.png)

:::hint{type="info"}
**KPI/Fact cards **will always appear at the **top of the Dashboard** for quick visibility. 
:::

# Customizing Dashboard Cards

Once you add a card to your Dashboard, you can adjust its topic and further settings to fit your needs.

Click the **three-dot icon** on any cards to:

- Edit the tile’s settings
- Duplicate the card
- Delete it
- Move it around

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/F5mP65vpmooqfIljBt8sD_image.png" size="70" width="513" height="269" position="flex-start" showCaption="false"}

# Understanding the different Cards

Here’s what the various Dashboard Cards show:

## Chart Card — Capacity Utilization

This chart displays the **capacity utilization** over time for a specific resource or Resource group.

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/efkAkL2lE_CmUeW3GEm_J_image.png)

**Color Coding:**

| Color     | Meaning                   |
| --------- | ------------------------- |
| 🟩 Green  | Less than 75% utilization |
| 🟨 Yellow | 75% – 95% utilization     |
| 🟧 Orange | 95% – 105% utilization    |
| 🟥 Red    | Over 105% utilization     |

Bars **at 100% in light gray**  mean the resource is **completely unavailable**.

:::hint{type="warning"}
For Resource Groups, unavailable times appear only when **every resource in the group is unavailable at the same time.**
:::

## KPI — Conflicts

- This tile counts all conflicts that affect a resource or resource group within the selected time frame.
- Only conflicts of the type **“Resource Overload”** are included.

## KPI — Process Efficiency

- The **Process Efficiency** metric measures how efficiently production is planned.
- It’s calculated as:

```tex

\text{Process Efficiency} 
=
\dfrac{
    \raisebox{5pt}{\text{Total time of all Work Steps}}
}{
    \text{Total planned duration of the Production Order}\rule{0pt}{13pt}
}

```

- It includes all Production Orders that **touch the selected time range**, not just those fully within it.
- A Production Order is included if **at least one Work Step is scheduled** on the selected resource or group.
- **Parallel Work Steps** on other resources are **not counted** in this calculation.
- Completed Production Orders are **not included**, since this KPI focuses on **active planning** rather than past performance.

## KPI — On-Time Delivery 

- This KPI measures how closely planned finish dates match delivery dates.
- Only **active Order Items** are considered, because this metric assesses **current planning** rather than completed work.

## KPI — Capacity Utilization

- This KPI shows the **average workload** of a resource or Resource group compared to its availability during a specific time frame.

:::hint{type="info"}
For Resource Groups, planeus first calculates utilization for **each Resource individually, **and then take the **average results **within the Resource Group. 
:::

**How it's calculated:**

```tex
\text{Utilization}
=
\left(
\dfrac{
    \raisebox{1pt}{\text{Occupied Time}}
}{
    \text{Available Time}\rule{0pt}{10pt}
}
\right)
\times
100\%
```

- **Available Time** is determined by:
  - Total period
  - Minus breaks from capacity plans
  - Minus gaps listed in the Gap List
  - Minus holidays
- **Occupied Time** comes from all Work Steps scheduled during the selected period.



:::hint{type="success"}
**Dashboard cards** provide clear, measurable insights into how your production plan is expected to perform, help you plan proactively and keep your operations running smoothly!
:::