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Dashboard Analytics

Understand what every widget on your dashboard means, customise the layout, and filter by site, contractor, and date range. Full reference of the 21 widgets available across four categories.

6 min readUpdated 15 Apr 2026

Overview

Your dashboard is a fully customisable grid of widgets. You choose what to show, where to show it, and how big each piece should be. BioPortal ships with 21 widgets across four categories and every layout you create is saved locally per user + company.

All widgets respect the global site filter, contractor filter, and date range in the toolbar at the top of the page.

Widget catalogue

A mix of metric cards, area chart, donut, stacked bar, and leaderboard

Overview

At-a-glance KPIs for today
7 widgets

Total Tests

Monthly test count with month-over-month trend

Pending Approvals

Results waiting in the review queue

Overdue Schedules

Tests past their due date

Pass Rate

Percentage of Grade A results

Active Sites

Sites with recent activity

Expiring Certificates

Certificates due in the next 30 days

Global Alerts

Carousel of system-wide warnings

Analytics

Deep dives into testing trends
5 widgets

Results Over Time

Area chart of pass/fail/treatment over months

Category Distribution

Donut of Grade A/B/C/D split

Site Activity

Bar chart of most active sites

Contractor Quality

Stacked bars of pass/fail by contractor or team

Contractor Trends

Fail rate lines over time by contractor or team

Activity

Real-time workflow insights
2 widgets

Performance Alerts

Schedule management bottlenecks

Recent Activity Feed

Latest user actions with timestamps

Assignments

Workload and team performance
7 widgets

Total Assignments

Count of assigned schedules

Unassigned Schedules

Schedules without an owner

Completion Rate

% of assigned schedules completed

Overdue Assignments

Assigned schedules past their due date

Avg Time to Complete

Average turnaround for assignments

Workload Distribution

Bar chart of schedules per assignee

Team Leaderboard

Top 5 performers by completion rate

Customising your dashboard

Enter edit mode

Click Customize Dashboard in the floating action pill (bottom-left). A dashed outline appears around each widget, and drag handles show on hover.

Add, drag, resize, or remove widgets

Click Add Widget to open the widget library — search or browse by category, then click a widget to drop it at the bottom of the layout. Drag widgets by the grip handle to reposition; resize from the corner handle. Click the X to remove.

Dashed outlines mark editable widgets. The picker on the right shows widgets you haven't added yet.

Save the layout

Click Save & Exit to persist your layout. It's stored in your browser scoped to your user + company — different companies or browsers keep their own layouts. Click Reset Layout to restore the default.

Layouts are per-browser
Because layouts are stored in localStorage, you'll see the default layout when you sign in from a new device or browser. Customise once per workstation.

Filters & date ranges

The filter bar at the top of the dashboard narrows every widget at once. Filters are encoded in the URL, so you can bookmark a filtered view or share it with a colleague.

Site, contractor, and date range — each filter applies to every widget on the page
  • Sites — multi-select of sites you have access to. Leave empty to see all.
  • Contractors — multi-select of contractors / teams.
  • Date range — presets (Today, 7 / 30 / 90 days) or custom range. Defaults to the last 6 months.

Role-based layouts

Different roles get different default dashboards. Managers and Admins can switch between presets via the layout selector:

  • Default — general overview, best for most users.
  • Executive — high-level KPIs, minimal detail.
  • Manager — operations-focused with schedules and approvals.
  • Technician — simplified view focused on results entry.
  • Assigned Work — contractor view limited to assigned sites.
  • Custom — your saved customised layout.
Locked layouts

Contractors always see the Assigned Work layout.
Technicians always see the Technician layout.
Neither can enter edit mode — this keeps their experience focused and prevents accidental changes.

Mobile & tablet behaviour

The grid adapts automatically to the screen width:

Desktop (≥ 1024 px)

Full 12-column grid, edit mode enabled.

Tablet (768-1023 px)

8-column grid, metrics 4-up, charts scale proportionally.

Mobile landscape (640-767 px)

4-column grid, metrics 2-up, charts full-width.

Mobile portrait (< 640 px)

Single column, widgets stack in layout order.

Edit on desktop
Customisation is only available on desktop (≥ 1024 px). On smaller screens the dashboard is read-only.

Still need help?

Can't find what you're looking for? Our support team is ready to assist.

Last updated 15 Apr 2026 · Have feedback on this guide? Let us know