Simplify Dashboard Onboarding

This document outlines the changes required for simplifying the dashboard onboarding which includes the ReportID, WorkspaceID and Roles along with adding Side menu in the dashboard setting screen.

Problem Statement

• Currently, users have to manually add ReportID, WorkspaceId and Roles manually based on the Dashboard Menu selection which is time taking and prone to error.

• There is no option to select the side menu directly from the Dashboard settings screen, forcing users to navigate to the side menu separately to make selections, increasing the number of steps unnecessarily.

Proposed Solution

1. Simplify Onboarding Process : In this approach, after user selects the dashboard menu, system will automatically configure the ReportID , WorkspaceID and Roles from the backend data.

2. Adding SideMenu Item : All enabled users of the selected company should populate by default in the side menu. (There should be flexibility of choosing only enabled users of the selected company.)

Success Metrics

• Reduction in Dashboard Onboarding Time : Simplifying the dashboard onboarding process will help reduce 4-5 hours per account onboarding time . (Depending on the number of new accounts onboarding per month)

• Reduction in Errors : Due to already available selection items, numbers of error per account onboarding will be reduced.

User Story

• As a Launch Manager, I want to simplify the current dashboard onboarding process for my customer by enabling multiple selection of dashboard menu and integrating them with side menu items so that I can reduce the overall account onboarding time and eliminate the extra steps of navigating to different sections.

Changing the current Dashboard configuration

• After logging to Old Lego, Go to “configuration-list” and add the company and branch. It will reflect automatically to “sidebar-menu” and “dashboard-setting”.

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• Go to “dashboard-setting” section, click on “Add Dashboard” button.

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• “Create Dashboard Config” screen will appear showing “Dashboard Type” and “Select Dashboard Menu”.

• For “Dashboard Type”, keep the selection disabled.

• Allow to add multiple selection option in “Dashboard menu”.
  Based on the “Dashboard Menu” selection, system will fetch ReportID, WorkspaceID, rlsRoles from the Backend Data.

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Table Structure Format for Dashboard type IDs

Dashboard Configuration integrated with Side menu item

• Creating Dashboard flow will be same as mentioned above. In addition,
  
  a) “PowerBI ReportID” and “WorkspaceID” field to be removed from the configuration screen.
  b) Side menu item will be added in the same screen and it should be selected for -
  i) All Users
  ii) Selected Users
  
  

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  - For “All Users” Selection, side menu item will appear for “all users”.

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- For “Selected Users” selection, side menu item will appear only for the “selected users” .

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• Click the “Submit” button to add these configurations.

Acceptance Criteria

• Ensure all radio buttons and fields in the Dashboard configuration section are responsive and user-friendly.

• Provide real-time data for “All Users” and “Selected Users” selections.

• Enable multiple selection for Dashboard Menu.

• Dashboard Type should be disabled as soon as the “Create dashboard config” screen appears.

• A confirmation message should appear after adding the configurations.

Wireframe & Design
https://www.figma.com/board/naVMMopJzBYWtP8h3Xa09W/Dashboard-Onboarding-Flow?node-id=0-1&t=7igSzxlnxUF3u2UH-1

Assumptions

• For the selected company/branch, number of users are enabled by the Analytics/Business team.