> ## Documentation Index > Fetch the complete documentation index at: https://docs.germainux.com/llms.txt > Use this file to discover all available pages before exploring further. # 1-Aggregate Dashboard > The Aggregate Dashboard is the first level of GermainUX Analytics Dashboards. Components [`Enterprise- OnCloud`](https://docs.germainux.com/main/deployment-on-our-cloud) [`Enterprise- OnPremise`](https://docs.germainux.com/main/deployment-on-premise) Availability 2014.1 or later > **[Portlets](#portlets)** > > Configurable KPI visualizations > **[Compare To](#compare-to)** > > Measure against another period > **[Add or Edit a Portlet](#add-or-edit-a-portlet)** > > Configure metrics and settings > **[Preconfigured Dashboards](#preconfigured-dashboards)** > > Ready-made and custom dashboards ## Aggregate Dashboard Overview and Features in GermainUX Analytics ## Overview The **Aggregate Dashboard** is the first level of GermainUX Analytics Dashboards. It provides an aggregated view of business and technical KPIs so teams can monitor performance, identify changes, quantify impact, and determine where deeper investigation is required. From an Aggregate Dashboard, users can continue to: Pivot Drill-through Analysis ## Portlets Portlets are configurable visualizations used to display KPI data. Available visualizations include: | Portlet | Purpose | | - | - | | **General Health** | Display trends and aggregated KPI health. ![1-Aggregate Dashboard: Portlets](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011535.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=53930968f5661e175e43093c2cce7aed) | | **Tabular** | Break down data by one or more dimensions. ![1-Aggregate Dashboard: Portlets, image 2](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011559.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=4fe107dd56b76ca9b1a12635957a5ea6) | | **N-Tabular** | Display multiple KPIs in one table. ![1-Aggregate Dashboard: Portlets, image 3](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011637.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=2764e8ae917c695a3a2afbfcdbace350) | | **Map** | Visualize geographic data. ![1-Aggregate Dashboard: Portlets, image 4](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011709.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=cf7ef0f82388fc5707b7827e17ff81cb) | | **Flow** | Visualize customer journeys, workflows, or click paths. ![1-Aggregate Dashboard: Portlets, image 5](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011734.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=93ea5fae62924f87774ff7a4a700eb87) | | **Focused Flow** | Identify friction and abandonment across journey milestones. ![1-Aggregate Dashboard: Portlets, image 6](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011805.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=3edeb2c0b53249dd9a6c8d39c2f682b7) | | **Funnel** | Visualize progression and drop-off across a workflow or process. ![1-Aggregate Dashboard: Portlets, image 7](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011836.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=af32c5e15aed63ce2908c99e3874506f) | | **Counter** | Display a single KPI value or count. ![1-Aggregate Dashboard: Portlets, image 8](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011900.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=1081717a7a17a6e100b1095f858a8c68) | | **Scripted** | Display multiple KPI values or counts using configured logic. ![1-Aggregate Dashboard: Portlets, image 9](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-011957.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=d386b3af79ef0aa13f052415628fdfc0) | Available visualization options depend on the KPI and configuration. ## Create an Aggregate Dashboard Go to: **Germain Workspace > Dashboards > Create**(An intuitive, key-based UI that dynamically builds a dashboard based on your selected criteria.) ![Dynamically create a dashboard](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/create.gif?s=6a91e6f5c706e47b2751c10ee234ab0c) Dynamically create a dashboard - GermainUX **Germain Workspace > Dashboards > All > +** ![Advanced way to create a dashboard](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/portletoverview-ezgif.com-video-to-gif-converter.gif?s=ae1903d7950d1017928a66dc3f438b2c) Advanced way to create a dashboard - GermainUX Then: **1. Enter the dashboard name** **2. Select the appropriate folder** **3. Define who can view the dashboard** **4. Define who can manage the dashboard** **5. Add the required KPIs and portlets** ## Filters Filters can be configured at: * **Dashboard level** — applies to compatible portlets across the dashboard. * **Portlet level** — applies only to the selected visualization. * **Scripted Portlet level -** two filtering options on a scripted portlet: ![Server-Side Filtering Settings on a Scripted Portlet](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260923-181356.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=021095aa52e0c234b10eabc1ef2e3889) Server-Side Filtering Settings on a Scripted Portlet - GermainUX * **Client-side Filtering** (default) - When a portlet uses **client-side filtering**, the workspace automatically applies the selected filters to the columns configured for that portlet. If a selected filter is not compatible with the portlet, the portlet displays **“No Data.”** This behavior is consistent with other GermainUX portlets. * **Server-side Filtering** (required explicit opt-in) - When a portlet is configured for **server-side filtering**, the data-query script receives the selected filters as a filter string. The script author determines how to handle this filter. In most cases, the filter string should be passed to the underlying queries so that the data is filtered on the server before being returned to the portlet. Use dashboard-level filters when the same investigation context should apply across the dashboard. ## Permissions Two primary permissions control dashboard access: * **View** — users or teams can access the dashboard. * **Manage** — users or teams can edit the dashboard. ## Compare To Use **Compare To** to compare the selected period with another period. ![Comparison Option on Dashboard](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260823-220640.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=87719b9f5d7ba3b72085cd5c2af839f0) Comparison Option on Dashboard - GermainUX Comparisons can display: * Current and comparison trends * Absolute difference * Percentage change * Visual indication of increases and decreases This can help distinguish a regression from normal variation or seasonality. ## Pin a Dashboard Frequently used dashboards can be pinned to the Workspace menu. ![Pin a dashboard for quicker access](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260823-214642.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=9ba72fa8747ad7ac3a6b621b8b07a61d) Pin a dashboard for quicker access - GermainUX Pinned dashboards can be reordered under: **Workspace Menu > Dashboards** ![Examples of a pinned dashboard: mydash, Insights for DX](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260917-001158.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=89232871c5361e07926edbc4455c8473) Examples of a pinned dashboard: mydash, Insights for DX - GermainUX ## Focused Flow Focused Flow analyzes activity across journey milestones to identify friction and abandonment at scale without requiring teams to replay every individual session. Supported KPI types can include: * Shopify Events * Story Beats * User Clicks Available options depend on the monitored application and KPI. ## Add or Edit a Portlet Select **+ Add Metric** to add a portlet or open an existing portlet's settings to modify it. Configuration can include: * KPI * Measure * Visualization * Pivots * Filters and constraints * Display name > **Show all 9** > > * Time range > * Comparison > * Drilldown behavior ## Constraints Constraints permanently restrict the data included in a portlet. Example: `(user.name == 'jsmith')` Multiple conditions can be combined using supported logical operators. ## Measures & Pivots **Measures** determine what is calculated, such as: * Count * Average duration * Lost productivity * Conversion rate **Pivots** determine how data is segmented, such as: * Application * Environment * Page or screen * User * Business process * Product > **Show all 9** > > * Device > * Region > * Browser or version ## Manage the Dashboard Available management actions can include: * Edit * Clone ![Clone Dashboard](https://mintcdn.com/germain-ux/1qQfFdbNhyEDbpuY/images/main/1-aggregate-dashboard/image-20260424-200826.png?fit=max\&auto=format\&n=1qQfFdbNhyEDbpuY\&q=85\&s=5f42ad83af7360da2d81a1eeac7a0d52) Clone Dashboard - GermainUX * Print * Change trend granularity * Create a note or ticket ## Preconfigured Dashboards GermainUX includes preconfigured Aggregate Dashboards. Dashboards created by your organization are available alongside them under: **Germain Workspace > Dashboards > All** ## Related Documentation * Analytics Dashboards * Pivot Dashboard * Drill-through Dashboard * Analysis Dashboard * Create & Customize Dashboards * Search & Filters ## Get Help > **[Contact GermainUX Support](https://docs.germainux.com/main/support.md)** > > The Germain Team can help you set this up. > **Can't find what you need?** > > Search all GermainUX docs with **Ctrl + K**, or use the feedback buttons at the bottom of this page to tell us what is missing. The content of this document is proprietary to GERMAIN SOFTWARE. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.