Analytics Tab in Board Cards: Embedded Dashboards for Linked Entities

📊 Analytics Tab in Board Cards: Embedded Dashboards for Linked Entities

Overview

The Analytics Tab lets you view a custom dashboard inside a board card, pulling live data from the project, client, equipment, or user linked to that card. This gives users a snapshot of KPIs and reporting widgets without leaving the card.

🎯 Why Use the Analytics Tab?

Use this when:

You want real-time metrics tied to a specific card’s linked entity
You want to view project progress, safety form compliance, or cost tracking
You need a visual summary of what's happening — without opening separate reports
You want to embed a custom dashboard into the card experience

🧩 What the Analytics Tab Displays

When a card is linked to a project, client, user, or equipment, the Analytics Tab shows:

A dashboard with real-time widgets (tables, charts, counts, etc.)
Data relevant to the linked entity, not the card itself
Only the widgets configured for that entity type in your account

✅ You’ll see a different dashboard depending on what the card is linked to.

🔗 How It Connects

The Analytics tab activates when:

The card is linked to a record (Project, Equipment, etc.)
A dashboard has been configured and published for that entity type
The board is using a card design that supports the correct field link

✅ Example Use Case

A card is linked to the “North Tower Retrofit” project
The Analytics tab shows:
- Total hours submitted to the project
- Number of open safety forms
- Upcoming milestones
- Budget remaining
The user gets instant visibility without leaving the card view

🧠 Tips & Edge Cases

The dashboard is read-only inside the card — changes must be made in the Analytics module
If the card is not linked to a supported entity, the tab will display a placeholder or be empty
You can use different dashboards for different entity types (projects vs clients vs equipment)
Great for field and office staff to see live insights without needing report access