ABBYY Timeline Dashboard Tutorial

Introduction

This tutorial provides a comprehensive guide on using the ABBYY Timeline Dashboard feature. Dashboards are essential for visualizing key performance indicators (KPIs) relevant to various business processes such as sales, marketing, human resources, and production. By the end of this guide, you'll be able to create and customize your own dashboards to better track and analyze your business performance.

Step 1: Accessing the Dashboard Feature

• Launch the ABBYY Timeline application.
• Navigate to the dashboard section from the main menu.
• If you are not familiar with the interface, take a moment to explore the available options.

Step 2: Creating a New Dashboard

• Click on the "Create New Dashboard" button.
• Choose a template that suits your needs or start with a blank dashboard.
• Give your dashboard a meaningful name that reflects its purpose.

Step 3: Adding KPIs to Your Dashboard

• Select the "Add KPI" option from the dashboard editing tools.
• From the list of available metrics, choose the KPIs relevant to your objectives.
• Customize each KPI:
  • Define the measurement period (daily, weekly, monthly).
  • Set thresholds for performance indicators.
  • Adjust the visualization type (e.g., chart, graph, gauge).

Step 4: Customizing the Dashboard Layout

• Drag and drop the KPIs to arrange them in a way that makes sense for your analysis.
• Resize each KPI widget for better visibility.
• Use grid lines to align widgets neatly.

Step 5: Drilling Into Individual Timelines

• Click on any KPI to view its detailed timeline.
• Analyze the trends and patterns that emerge from the data.
• Use filtering options to focus on specific data points or timeframes.

Step 6: Saving and Sharing Your Dashboard

• Once you are satisfied with your dashboard, click the "Save" button.
• Share your dashboard with team members by selecting the "Share" option.
• Set permissions to control who can view or edit the dashboard.

Conclusion

You now have the knowledge to create and customize dashboards in ABBYY Timeline effectively. By focusing on the key performance indicators relevant to your business processes, you can gain valuable insights into performance trends. For further exploration, consider experimenting with different KPIs and layouts to find what works best for your specific needs.