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Dashboard Scorecard and Charts

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Overview
Gain the insight you need to make informed decisions.
Intelex's online dashboards and scorecards capture data
instantly from any Intelex system and provide
organizations with visual representations of that data
enabling efficient status reporting, trending, and decisionmaking capabilities.
Dashboards
Intelex dashboards display organizational Key
Performance Indicators (KPIs), data summaries that
translate and communicate concise, credible information
that can be readily understood and used by decisionmakers at all levels of an organization.
Dashboards also provide custom displays that summarize
key statistics specific to each user. In addition, users
have the ability to “drill-down” to data inventories behind
these calculations, all in real-time!
Highlights
Generate concise yet informative
statistics that summarize raw data
and display it as important
indicators through Scorecards
Collect data that is measurable,
accessible and available in a
format consistent over time and
throughout modules
Present data that is relevant to the
target audience through the
Dashboard Layout
Data is confirmed as valid, credible
and verifiable through the Hover
Pop-Ups
Are consistent with an
organization's performance
objectives, which are used to
measure an organization's
progress toward their goals
Are an integral part of the iForms
system, which is a cost-effective
means of collecting thorough, webbased Data Collection Forms
Are comparable with baseline
conditions, targets, guidelines and
regulations
Scorecards
Scorecards provide various snippets of information serving
as the backbone to configurable Dashboard screens.
Several scorecard types are available through the Intelex
system:
Record Summary Scorecard – Enables calculations and
trending using data within a record set
Activity Summary Scorecard – Enables the roll-up and
analysis of system-wide performance using data common
to all Intelex modules
Graphical Summary Scorecard – Enables an on-screen
graphical report to be displayed on a user's dashboard,
which is automatically updated on screen refresh
Scorecards can be built through the system and can be
arranged on the Dashboard as desired.
INTELEX TECHNICAL DOCUMENT – DASHBOARDS, SCORECARDS & CHARTS 1
Dashboards & Key Performance Indicators
When users seek their Key Performance Data, they are blind to its source. With the Intelex
system, the focus is not whether or not data comes from a configurable iForm, incidents module, or
custom-built module. Rather, it showcases a combination of all data on a Dashboard, as needed,
in an effort to display a more accurate and comprehensive view of an organization's performance.
KPIs can be calculated and viewed in many different
ways. To provide end-users with all of the KPIs that
are important to them, Intelex provides a dynamic
approach to screen configuration. Organizations can
build an unlimited number of Scorecards for use on the
Dashboard, and each Scorecard can display a wide
range of indicators using data from throughout the
Intelex System.
Goals of the Intelex Dashboards and Scorecards
To generate real-time performance metrics with
an approach that allows users to configure and
create their own
To enable 'cross module' analysis of data and
results
To provide grouped metrics and analytical data that shows results rather than raw data
To surpass managing of what is being done to managing how well things are being done
To allow clear and concise performance measurement
Dashboard Interactivity & Drill-Down Capability
A Dashboard not only shows Key Performance Indicators, but also links the KPIs to source data.
When a user clicks on a scorecard, they will be linked to the data used in creating that scorecard.
The specific way information is presented to users depends on the type of scorecard used.
Dashboard Examples
Dashboards have many applications and can be used
to summarize organizational initiatives in:
environmental management, quality management,
health and safety management, training management,
and document control, just to name a few.
Please view the sample dashboards on the following
page and the scorecards list (right) for an idea of the
type of KPIs that can be generated for use in your
organization.
Sample Scorecards
Environmental Incidents & Corrective
Actions by Month
Safety Incidents Reported by Month
Total Greenhouse Gas by Location
Quality Nonconformances Reported by
Month (This Year vs. Last Year)
Scheduled Audits by Month
Create Your Own Scorecard
INTELEX TECHNICAL DOCUMENT – DASHBOARDS, SCORECARDS & CHARTS 2
Visit www.intelex.com/dashboards for more dashboard and scorecard samples or contact your
Intelex representative today at 416-599-6009 for a FREE online demonstration.
INTELEX TECHNICAL DOCUMENT – DASHBOARDS, SCORECARDS & CHARTS 3
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