Real-time Dashboard – Fourth & HotSchedules Customer Success Portal

Overview

The Real-Time Insights (RTI) Dashboard is a tool designed to provide in-location and area managers with live insights into their operations' performance.

The Real-time Dashboard enables continuous monitoring of key performance indicators (KPIs) against forecasted or expected values, offering early warnings of potential issues in both kitchen and front-of-house operations. With its ability to deliver real-time data, the RTI Dashboard helps users make informed decisions quickly, reduce daily task workloads, and improve overall efficiency.

It integrates data from various sources, including HotSchedules, Macromatix and POS, enabling a unified view of business performance metrics. This guide will walk you through accessing, navigating, and using the different features of the Real-time Dashboard.

Access

The Real-time Dashboard app is accessed as a separate, connected app (see Fig.1) when enabled for a given user.

**Fig. 1 - Real-time Dashboard connected app in Fourth app launcher**

Dashboard Widgets

The main dashboard body (Fig.2) contains widgets that display data for the selected location and date.

To see metric information for each widget, select the 'i' tooltip icon - (see Fig.3)

Detail View

To see more information for a widget, select the right arrow button from its top right corner (not all widgets have this)

Doing this will display the data supporting the metric, as shown below in Fig.6 for 'Employee Attendance'.

Use the available (depending on the underlying data) filters, to refine or navigate further.
To return to the main dashboard, use the the back arrow in the top left corner

**Fig.5 - Widget detail view arrow button**

Location and Date Selection

To display information for different locations on the dashboard, use the Change button to search for/select different ones (multiple selections can be made) and then select Apply
The Change button will only be visible for users with access to more than one location.

**Fig.6 - Selecting different locations**

To change the date that data on the dashboard is returned for, use the Date Picker, as shown in Fig.7
Access to data is currently restricted to 4 weeks in the past and 2 weeks into the future. It is not currently possible to return data across multiple dates

Dashboard Actions

The Dashboard Actions drop-down contains 2 options:

Sync Dashboard (explained later in this article)
Edit Dashboard (see below)

Editing the Dashboard

To add, remove, reorder, and resize widgets displayed on the dashboard, select Dashboard Actions > Edit Dashboard

**Fig.9 - 'Edit Dashboard' screen, '+ Add Component' button**

Adding Widgets

To add widgets to the Real-time Dashboard, select + Add Component

This will open a side drawer on the right side of the screen that displays the metrics attached to the user profile(s) associated with the user (see Fig.10).

Expand the required category (Inventory, Labor, etc) to see the available widgets
Widgets that are already on the dashboard will be grayed out.

Widget classification is based on type, i.e. 'Single'/'Combined' and 'Numeric/Visual. An indicative look and feel of each widget is also presented.

To add a widget to the dashboard, drag and drop it from the side drawer into the desired position

For a full list and explanation of available widgets, please see this article.

Removing Widgets

To remove a widget from the dashboard, select its three-dot icon and then Remove (see Fig.11)

**Fig.11 - Removing a widget from the dashboard layout**

Reordering Widgets

To rearrange widgets so they display in the desired layout, drag and drop them into position
Other widgets will automatically reorder based on size and position.

**Fig.12 - Dragging and dropping a widget to re-order the dashboard layout**

Resizing Widgets

Some widgets can be resized. Those that can will have an arrow in the bottom right corner - see Fig.13.

To resize a widget, grab and drag its arrow to the desired height/width

Saving Changes

After making changes to the dashboard, select Save from the bottom-right corner
or
Select Cancel to continue editing or discard changes

Reverting to Default

Any changes made to the dashboard by a given user will be retained as that user's specific configuration.

However, to revert to the organisation's default dashboard, select the three-dot icon and then Revert to Default Dashboard

**Fig.14 - Revert to Default Dashboard**

Data Refresh

Data within the Real-time Dashboard can be refreshed through:

Automatic Refresh
Manual Sync

Automatic Refresh

The dashboard automatically refreshes every 5 minutes. The last time the data in the dashboard was updated is displayed on the top right-hand side, above widgets (Fig. 16).

**Fig.15 - Dashboard last updated time**

Manual Sync

To refresh the dashboard immediately, select Dashboard Actions > Sync Dashboard Fig.16 - Sync Dashboard option

A notification of the successful data update will be displayed.

Successful Sync.png — **Fig.17 - Successful sync toast notification**

Mobile & Tablet

The Real-time Dashboard is a responsive app, enabling access from any device. The dashboard layout will automatically rearrange based on the screen size in use, empowering decision makers with access to critical data points on the go.