Dashboards

Dashboards is where you open Bulk's built-in analytics boards for one site. In Bulk, a dashboard is a full-screen, live view of what is happening on the floor right now: operator and machine effectiveness, station status, flow, and downtime. The Dashboards module is a standalone picker at the /dashboards route: it fills the whole screen with no sidebar, and each card shows an illustrative preview of the view you can open. The opened dashboard uses the selected site’s data.

OEE (Overall Equipment Effectiveness) is a standard manufacturing measure of how much good output a machine or operator produces versus its theoretical best. Several of the built-in boards report OEE, so you will see the term throughout this module.

Use Dashboards when you want to watch the plant rather than edit it: for a shift huddle, a wall display on the line, or a quick check of where hours or quality are slipping. To build your own board from individual widgets instead, use the separate Boards module.

When to use DashboardsCopy Anchor Link

Open Dashboards when you need a ready-made, always-on view of a site's performance:

• Put a board on a wall display for a production line or a morning stand-up.
• Check operator and machine effectiveness across the current shift.
• Spot where work-in-progress or downtime is building up before it reaches the customer.
• Jump straight to a specific board by name or code without navigating a menu tree.

Each of the built-in boards has its own reference article; this page explains the picker that ties them together and links out to each one.

Before you startCopy Anchor Link

You can open the picker if you are signed in and have a site (called an entity in Bulk: one physical plant or location) selected. No special permission is needed to reach the picker shell itself.

The picker previews are illustrative examples. Each opened dashboard checks its own permission:

• OEE for People, OEE for Assets, Utilization Grid, Assets Board, Assets Sheet, and OEE events require View OEE analytics (analytics.view_oee).
• Value Flow requires View production (production.view).
• Pareto for Downtime opens with any one of View OEE analytics (analytics.view_oee), View OEE events (oee_events.view), or View production jobs (production_jobs.view). The access message lists all three.
• KPI Table requires View KPIs (kpi.view).

Open the Dashboards pickerCopy Anchor Link

Dashboards opens as its own full-screen page, separate from the main app chrome:

1. From the Home screen, open the Dashboards module tile. The picker loads at /dashboards.
2. The page opens with a header in standalone mode: the global search box and notifications are hidden so the boards have the full screen.
3. You land on the picker headed Open a dashboard., with a search field and nine built-in cards. The hero still describes live signals, but the current card thumbnails are illustrative examples. Actual site data loads after you open a dashboard.

When you are inside a board, a back control returns you to this picker so you can switch to another one.

The built-in suiteCopy Anchor Link

The first grid holds the nine built-in dashboards that ship with every Bulk site. All nine cards are ready to open, including Utilization Grid. The current picker does not show a Standard suite heading.

• OEE for People (DASH-OEE-P): every operator across shifts, minute by minute, running, idle, or down. See Review OEE people.
• OEE for Assets (DASH-OEE-A): each machine cycling through running, paused, and down across the floor. See Review OEE assets.
• Utilization Grid (DASH-UTIL): every asset by hour across one day, colored by running, idle, and each downtime reason. See Review the Utilization Grid.
• Assets Board (DASH-ASSETS): a live wall-board view of every station, green for go and red for stopped. This one opens the Asset Board in Analytics.
• Assets Sheet (DASH-ASSETS-S): one table of every station with status, downtime, and rates. This one opens the Assets Sheet in Analytics. See Review the Assets Sheet.
• Value Flow (DASH-FLOW): where value and work-in-progress sit across routings, steps, and machines, and what to chase next. See Review Value Flow.
• Pareto for Downtime (DASH-DT): ranked downtime reasons, with mean time to repair (MTTR) and mean time between failures (MTBF) per asset. See Review downtime Pareto.
• OEE events (DASH-OEE-EV): a count of downtime events by asset or operator, plus operator activity. See Review OEE events.
• KPI Table (DASH-KPI-T): every assigned KPI as a row, with days, weeks, or months across the top. See Review the KPI Table.

Each card shows the dashboard name, a short description, and an illustrative preview. Codes remain searchable and appear in the confirm bar after selection. The current cards do not display icon tiles, Built-in footers, or view counts. Their previews do not fetch live data.

Pick and open a boardCopy Anchor Link

The picker separates choosing a board from opening it, so a single stray click never yanks you off the page:

• Single click a card to select it. The card highlights and a sticky bar slides up from the bottom of the screen showing the selected board (for example, the selected code DASH-OEE-A).
• Double click a card to open it immediately, skipping the bar.

From the sticky confirm bar you have three actions:

• Back to home returns to the app home screen.
• Open in new window opens the selected board in a new browser tab: useful for pushing a board onto a second screen while you keep working.
• The primary button reads View followed by the board's code (for example, View DASH-OEE-A) and opens the board in the current tab.

Find a board fastCopy Anchor Link

A filter strip sits under the hero with the prompt "Filter by dashboard name, code, or description…". Type any part of a board's name, its code, or its description and both sections narrow to matches as you type. If nothing matches, the picker shows "No dashboards match your filters." with a Clear filters button to reset the view.

Custom boardsCopy Anchor Link

Below the standard suite is a Custom boards section for dashboards your team builds. This in-app builder is still in development: the section currently shows a preview of the planned canvas and a short roadmap rather than a working editor, and there are no custom boards to open yet.

Example: Gotham Applied SciencesCopy Anchor Link

At Gotham Applied Sciences, a shift lead starts the morning stand-up by opening the Dashboards tile from the Home screen. On the picker they type oee into the filter, single-click the OEE for Assets card to recognize the machine timeline layout in the illustrative preview, then choose Open in new window so the board stays up on the line's wall display for the rest of the shift.

Mid-morning, machine stoppages are climbing. Back on the picker, the lead double-clicks Pareto for Downtime to open it directly and sees that a single reason code: tool change: is eating the most hours that week. They note it for the maintenance huddle and hand off to the day team, leaving the OEE for Assets board running on the wall.

What you can and cannot do yetCopy Anchor Link

The Dashboards module is available, with one limit to keep in mind:

• The Custom boards builder is in development. Until it ships, build your own boards in the Boards module.

Opened dashboards read data for the one site you have selected. Switch sites first if you need another plant's numbers.

TroubleshootingCopy Anchor Link

• The thumbnail does not match your plant. Card previews use examples. Open the dashboard to read the selected site’s actual data.
• An opened dashboard denies access or cannot load. Confirm the selected site and the dashboard permission listed above. The illustrative card preview does not prove access to the underlying records.
• The grid is empty after typing in the filter. Your text matches no board name, code, or description. Choose Clear filters to see the full suite again.
• The numbers look wrong for your plant. Check which site is selected: the picker and every board scope to a single site at a time.

RelatedCopy Anchor Link

• Insights and visual management: the wider reporting and visual-management area.
• Boards: compose custom boards from widgets.
• KPIs and Teamboards: related ways to track and share performance.
• Individual boards: OEE people, OEE assets, Utilization Grid, Assets Sheet, Value Flow, Downtime Pareto, OEE events, and KPI Table.