Business Dashboard

Turn M-Files metadata into instant, actionable intelligence right inside your daily workflow.

Business Dashboard embeds a fully configurable analytics pane directly into M-Files alongside Metadata and Preview. That way, you can create live dashboards for any object type without code or separate BI tools. End users get an instant, always up-to-date visual view of their vault data, with one-click drill-through to the underlying M-Files objects.

Publisher: dbi services

Product Description

Stop exporting data. Start seeing the story your metadata is telling you.

Business Dashboard brings analytics directly into M-Files as a third pane alongside Metadata and Preview, turning your vault data into live, interactive dashboards without requiring separate BI tools or custom development.

The pane provides answers to questions such as:

  • How many open purchase invoices do we have?
  • What’s the breakdown of contracts by type?
  • How many documents expire this month?
  • Which employees sit in which department?

Everything is pulled live from M-Files, so there’s nothing extra to install or maintain: the panel refreshes automatically or on demand, and what you see is governed by your M-Files administrator.

For administrators: The intuitive Visual Designer makes dashboard creation simple and requires no coding or JSON expertise. You can build dashboards for any object type, choosing from KPI, table, and a range of chart widgets, while applying flexible filters and setting granular user or group access, all of which fully respect M-Files permissions.

For end users: Every dashboard is interactive, allowing users to drill through chart elements to investigate underlying objects or navigate directly to them for deeper inspection in Metadata and Preview. Dashboards refresh automatically to keep information current, and users can export results to CSV or PDF, save favorites, or share dashboards with colleagues in a single click. End users can also customize the visual appearance of their dashboards to suit their preferences.

The result is real-time answers to the questions you ask every week, without leaving M-Files and without writing a single line of code.

Documentation and Additional Information


Download Link Description
 User Guide User Guide
 Administrator Guide Administrator Guide
 Authoring Guide Authoring Guide

Licensing and Downloads

Licence Type Purchase Required - Contact Publisher for Licensing Information

 

Contact Information

Website https://www.dbi-services.com/
Sales and More Information
Contact Name Pierre-Yves Bréhier
Email Address pierre-yves.brehier@dbi-services.com
Phone +41 79 198 74 11
Technical Support


Support Email morgan.patou@dbi-services.com
Support Site https://www.dbi-services.com/
Support Phone +41 79 137 50 84

Product Specifications

Supported Environments

Customer Environment:

M-Files Standard Cloud:

M-Files Isolated Cloud:

 Yes

 Yes

 Yes

Supported Languages English, French, German, Italian, Spanish, Portuguese, Chinese, Hindi, Arabic, Dutch, Polish, Russian, Japanese, Korean, Finnish, Swedish, Ukrainian, Turkish, Romanian
Regional Availability Australia & New Zealand, Asia Pacific & Japan, Central & Eastern Europe, India, Middle East & Africa, Latin America, United States & Canada, Western Europe

Screenshots