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OpenEduCat Documentation

KPI Dashboard

KPI Dashboard

Monitor institutional performance with real-time KPI dashboards.

Time Required: 5 minutes to view Module: Dashboard, KPI User Role: Admin, Management

Table of Contents

  1. Overview
  2. Access Dashboard
  3. Available KPIs
  4. Customize Dashboard
  5. Create Custom KPIs
  6. Export Reports

Overview

The KPI Dashboard provides:

  • Real-time institutional metrics
  • Visual charts and graphs
  • Customizable widgets
  • Role-based dashboard views
  • Automated alerts and notifications

Access Dashboard

Main Dashboard

  1. Go to OpenEduCat > Dashboard
  2. Or click Dashboard icon in top menu

Role-Specific Views

RoleDashboard Focus
AdminOverall institution
Academic HeadAcademic metrics
FinanceFee collection, revenue
FacultyClass performance
AdmissionApplication pipeline

Available KPIs

Student Metrics

KPIDescription
Total StudentsActive student count
New AdmissionsThis period enrollments
Attendance RateAverage attendance %
Pass RateExam pass percentage
Dropout RateStudent attrition

Academic Metrics

KPIDescription
Courses OfferedActive course count
Faculty CountTeaching staff
Student-Teacher RatioStudents per faculty
Average GradeInstitution GPA
Assignment Completion% completed on time

Financial Metrics

KPIDescription
Fee CollectionAmount collected
Outstanding FeesPending amount
Collection Rate% of total fees
Revenue GrowthMonth-over-month

Operational Metrics

KPIDescription
Library UsageBooks issued
Transport UtilizationRoute capacity
Hostel OccupancyRoom utilization
Event ParticipationAttendee count

Customize Dashboard

Add Widget

  1. Click Edit Dashboard (gear icon)
  2. Click Add Widget
  3. Select widget type:
    • Number card
    • Line chart
    • Bar chart
    • Pie chart
    • Table
  4. Configure data source
  5. Save

Arrange Widgets

  1. Enter edit mode
  2. Drag widgets to rearrange
  3. Resize by dragging corners
  4. Save layout

Remove Widget

  1. Enter edit mode
  2. Click X on widget
  3. Confirm removal

Save as Default

  1. Arrange dashboard
  2. Click Save as Default
  3. This becomes your default view

Create Custom KPIs

Define KPI

  1. Go to Dashboard > Configuration > KPIs
  2. Click Create
  3. Configure:
FieldDescription
NameKPI name
ModelData source model
MeasureWhat to count/sum
DomainFilter criteria
TargetGoal value
PeriodTime range

Example: Monthly Admission Rate

Name: Monthly Admissions
Model: op.admission
Measure: Count
Domain: [('state', '=', 'enrolled'), ('create_date', '>=', month_start)]
Target: 100

Add Comparison

Compare with:

  • Previous period
  • Same period last year
  • Custom date range

Set Alerts

  1. Open KPI configuration
  2. Go to Alerts tab
  3. Configure:
    • Threshold (above/below target)
    • Alert recipients
    • Notification frequency

Export Reports

Export to PDF

  1. Click Export button
  2. Select PDF
  3. Choose layout:
    • Current view
    • All KPIs
    • Selected widgets

Export to Excel

  1. Click Export
  2. Select Excel
  3. Data exported with formulas

Schedule Reports

  1. Go to Dashboard > Scheduled Reports
  2. Create schedule:
    • Frequency (daily/weekly/monthly)
    • Recipients
    • Format
  3. Reports sent automatically

Share Dashboard

  1. Click Share
  2. Generate link
  3. Set permissions:
    • View only
    • Can edit
    • Time-limited access