BI Studio offers Dashboards grouped by Business Management Areas, which allows not only to organise navigation through the solution but also to assign permissions to users according to their role within the company.
There are 3 levels of navigation: area, type and section.
Level 1: Area
This level is related to the company's departments. The following areas have been created:
| Finance | Warehouses | IoT |
| Sales | Marketing | SBI |
| Shopping | Ecommerce |
It will be possible to define which users have access to each Area. In both the Desktop and Web versions, the menu on the left will ask the user to select the Area as the first hierarchical navigation level.
Level 2: Type
This level groups Panels according to the type of indicators being analysed. The different types of Panels offered are:
- Summary (integrates different types of indicators in a panel as a summarised scorecard).
- Details (uses elements in Table format for more accurate results)
- Evolution (uses time variables to facilitate trend detection or to compare periods)
- Current (oriented to short term monitoring, shows summary information of the results of the last N days or weeks)
- Targets (facilitates the analysis of budgets or projections compared to recorded reality)
- Opportunities (explores non-produced outputs to detect patterns of opportunity. For example Products not purchased by Customers who do purchase other products).
- Forecasting (generates projections based on historical data by analysing the trend)
Level 3: Section
The Section level allows us to determine the dimensions around which the Panel is designed. Although many of these dimensions are shared between different Areas (in Sales and in Purchasing the dimensions Category or Brand are relevant) there are dimensions linked exclusively to some Areas (in Ecommerce we refer to Source as the origin of the Visit to our online Store, and this makes no sense in Sales, Purchasing or Finance.
For this reason, the top bar that displays the Sections in both the Desktop and Web versions of BI Studio does so dynamically, making visible only those Sections corresponding to the Dimensions that make sense in the context of the selected Area.
This design pattern corresponds to the Progressive disclosure and is used with the aim of facilitating the user experience by reducing the learning curve and avoiding errors.
