Understanding Dashboard Types

Sitemark offers two types of dashboards:

Built-in Dashboards are pre-configured, read-only dashboards provided by Sitemark. These cannot be modified or deleted, but provide standardized views for your team. Depending on your site type and permissions, you may have access to:

Construction Dashboard (Solar sites with Construction data product)
Operation Dashboard (Sites with Operation data products)
Tickets Dashboard (All sites)

Custom Dashboards are fully customizable dashboards you create for specific sites. You have complete control over the charts, layout, and metrics displayed.

Getting Started

Accessing Your Dashboards

Navigate to your site
Click the Dashboards tab
Use the dropdown menu to switch between available dashboards
If you've set a default dashboard, it will open first

Charts load automatically when you open a dashboard. To reload the data, click the refresh icon (⟳) on any chart.

Creating Your First Custom Dashboard

Click Create Dashboard
Enter a descriptive name for your dashboard
Your new dashboard will be created with a default 6×10 grid layout
Start adding charts to visualize your data

Built-in Dashboards

Construction Dashboard

Available for Solar sites with the Construction data product permission. This read-only dashboard provides comprehensive tracking of construction progress.

What's included:

Overall Construction Progress: Comprehensive view of construction progress for every component (fences, trenches, piles, structures, solar panels, inverters, or strings) that is tracked in the default dashboard.
Construction Progress by Region: Construction progress broken down by region and component type (piles, structures, solar panels) according to the default schedule.
Mechanical Works S-Curve: Combined S-curve for all mechanical components (Piles, Structures, Solar Panels, Foundation Beams) showing actual vs. scheduled vs. forecast progress according to the default schedule.
Piles S-Curve: Progress tracking specifically for piles according to the default schedule.
Structures S-Curve: Progress tracking specifically for structures according to the default schedule.
Solar Panels S-Curve: Progress tracking specifically for solar panels according to the default schedule.
Electrical Works S-Curve: Combined S-curve for electrical components (Transformers, Inverters, Combiner Boxes, Strings, Trenches) according to the default schedule.
Trenches State Map: Map showing trench locations colored by status.

Operation Dashboard

Available for sites with Operation data products (data products 21 or 43). This read-only dashboard helps you track site health over time.

What's included:

Historical Anomaly Analysis: Shows the total number of modules affected by each anomaly type throughout inspection history, helping you understand how site health evolves over time

Tickets Dashboard

Available for all sites with no data product restrictions. This read-only dashboard provides an overview of ticket management and workload.

What's included:

Tickets by Status: Shows the proportion of tickets in each status category (Open, In Progress, Resolved, etc.) to help identify backlog and workflow bottlenecks
Tickets by Assignee: Horizontal bar chart showing workload distribution across team members, sorted by ticket count
Tickets Created over Time: Weekly trends in ticket creation to help identify patterns and spikes

All charts in the Tickets Dashboard automatically filter to show only data for the current site.

Customizable Dashboards

Creating Dashboards

Click Create Dashboard
Enter a descriptive name for your dashboard
Your new dashboard will be created when clicking Create

Managing Dashboards

Click the menu (⋮) next to the dashboard selector to:

Set as default: Select Set as Default to make this dashboard load automatically when you open the Dashboards tab. Only one custom dashboard per site can be set as default.

Edit dashboard: Select Edit Dashboard to modify the name or grid dimensions, then save your changes.

Delete dashboard: Select Delete Dashboard and confirm.

⚠️ This removes all charts within the dashboard and cannot be undone.

Adding Charts

Open your custom dashboard
Click Add Chart and configure the chart
Click Save Chart

Managing Charts

Reposition or resize: Drag the chart by the handle (≡) to reposition, or drag the edges to resize. Changes save automatically.

Edit: Click the menu (⋮) on the chart, select Edit Chart, modify settings, and click Save.

Delete: Click the menu (⋮) on the chart, select Delete Chart, and confirm.

Refresh data: Charts load automatically when you open a site. To see updated data, click the refresh icon (⟳) on any chart.

Available Chart Types for Custom Dashboards

Schedule Activity S-Curve

Track how your construction work is progressing compared to your plan. This chart shows:

Cumulative Schedule (gray line): The total planned work over time
Cumulative Actual (blue line): The total work you've actually completed over time
Forecast (blue dashed line): Expected future cumulative progress
Schedule bars (gray): Planned work for each day or week
Actual bars (blue): Work actually completed each day or week

Settings: Choose which schedule and activities you want to track, select your timeframe, and view by day or week.

Progress Table

A detailed table showing progress for each activity in your schedule, with one row per activity.

Columns include:

Schedule Activity: The name of each activity
Progress: Shows completion with a visual bar and percentage (e.g., 99%)
Last 7 days: Percentage change in the past week
Planned: Planned completion percentage by today
Variance: Whether you're ahead (green) or behind (red) schedule, shown with a percentage
Progress per time unit: Daily or weekly columns to see actual progress at specific points in time.

Settings: Choose your schedule and activities, toggle which columns to show or hide, and view by day or week.

Component Map

An interactive map showing where your site components are located, with colors indicating different statuses or properties.

Settings: Choose which component types to display and how to color-code them by status or other properties.

Ticket Metric Card

A simple card that displays one important number in large text, like the total count of tickets matching your filters.

Settings: Choose which form to count, select how to aggregate the data, and filter by properties like status.

Ticket Bar Chart

A horizontal bar chart showing ticket distribution across different categories, making it easy to compare quantities.

What you'll see:

Bars showing how many tickets fall into each category
Optional color grouping to break down each bar by a second property (like showing tickets by assignee, with each bar broken down by status using different colors)
A legend showing what each color represents

Settings: Choose which form (ticket type) to display, pick what to show on the X-axis (like assignee or issue category) and Y-axis (count), add optional grouping (like status), and set the sort order.

Component Bar Chart

Works similarly to the Ticket Bar Chart, but for site components. A horizontal bar chart showing component distribution across different categories, making it easy to compare quantities.

Settings: Choose which components to display, pick what to show on the X-axis (like component type) and Y-axis (count), add optional grouping (like status), and set the sort order.