Analytics Dashboards

Last updated: January 4, 2026

Estimated reading time: 2–3 minutes

Overview

Analytics Dashboards in Coperniq provide a high-level view of performance across your organization. Dashboards group multiple metrics into a single view, allowing teams to monitor trends, identify bottlenecks, and track progress at a glance.

Coperniq includes default dashboards for immediate visibility and supports custom dashboards for tailored reporting.

This article covers

  • Accessing Analytics dashboards

  • Understanding default dashboards

  • Creating custom dashboards

  • Managing dashboard settings and permissions

Access Analytics Dashboards

  1. Click Analytics from the left-hand menu.

  2. Use the dashboard selector at the top of the page to switch between dashboards.

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Default Dashboards Explained

Default dashboards, such as [BP] Ops and [BP] Rev Ops, are pre-built dashboards provided by Coperniq. They are designed to deliver immediate insights without requiring any setup, giving teams quick visibility into key operational and revenue metrics.

Common Default Dashboard Widgets

Default dashboards typically include widgets such as:

  • Work Orders by Status
    Shows how many work orders exist in each status to help teams understand workload distribution.

  • Time in Phase
    Displays how long records spend in each phase to surface workflow delays.

  • Average Time to Completion
    Measures the average duration from start to completion across records.

  • Contracts Signed
    Tracks signed contract volume over time.

Create a Custom Dashboard

  1. Open Analytics from the left-hand menu.

  2. Click the dashboard dropdown.

  3. Select + New Dashboard.

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  4. Enter:

    • Emoji (optional) – icon shown next to the dashboard name

    • Name (required)

    • Hub (optional) – if not selected, the dashboard is added to Other Hub by default

    • Description (optional)

  5. Choose Visibility (required):

    • Private

    • Shared with the company

    • Shared with specific users, teams, or roles

  6. Click Create.

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Manage Dashboards

With Edit mode enabled, you can:

  • Edit dashboard name and description

  • Update sharing permissions

  • Duplicate dashboards

  • Delete custom dashboards

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Dashboard Updates

  • Dashboards update automatically as data changes

  • A Last updated timestamp appears at the top

  • No manual refresh is required

Best Practices

  • Use default dashboards as a baseline

  • Duplicate default dashboards before customizing

  • Keep dashboards focused on a single audience or goal

  • Limit edit access for shared dashboards