Configuring the vintrace Dashboard

With the Dashboard you can now instantly see Key Performance Information about your winery. Charts and Lists can be configured and customized to display on your very own Dashboard with different profiles available for different devices or even different times or year (i.e. harvest).

We’ll supply you a range of default ‘Dashlets’ but will also help you configure new ones on request. All part of the Vintrace subscription service. Harvest tonnage by year, Cost by Program, Volume by Client, Booked vs Received tonnage are just some of the many examples.

First look:

Key terms:
Dashboard: The main Vintrace screen
Profile: Saved preferences of what’s displayed on the screen
Dashlet: An informative container displaying charts/lists about your winery.

Profiles are saved preferences of where and what is displayed on your Vintrace screen. The benefit of having multiple profiles is that you can control what you want to see and when you want to see it.
Some common reasons to create multiple profiles:
Seasonal: Showing different key information for different periods of the year such as Harvesting, General wine making, Bottling and so on.
Different roles: Showing different key information for different roles you may have at your winery such as: Wine making, Lab work, record keeping
Different devices: Showing different sizes based on the device, for example your table/ipad may have a different screen size to the computer in your office.

On creating/selecting a profile, a cookie is stored on your device to remember your profile preference for that device.
Each time you log into a new device/browser the default Profile will be shown on your dashboard temporarily until you set a profile for that new device.

Switching Profiles
To switch profiles:  Configure > Dashboard > Select the profile > click ok

Setting up  your Dashboard

1. Select a profile to customize
2. Configure the Dashboard Size (the size of the screen, and essentially the number of dashlets to display)
3. Select which dashlets to display along with their position and size (choose the order and the.

1. Select a profile to customize

Creating or Modifying a Profile

Every user has a default profile to start of with. You may change its name or create a new profile to work with.


2.  Configure the Dashboard size.

The dashboard is essentially a table which can have varying columns and rows.
It’s up to you to decide how many dashlets you would like to fit on your screen.

-Selecting the number of Columns and Rows
Each Dashlet takes up a minimum of one cell so you can control how many dashlets will fit on your dashboard by the number of rows/columns.

-Select the width of the columns and the height of the rows
There are many varying screen sizes on a number of different devices (laptops, monitors, ipads etc) so you’ll need to adjust the sizes until you find the perfect size for your device/browser.

-Dynamic option
This option which will attempt to fit the dashlets as best as possible onto your screen. Works well with a chrome browser though isn’t guaranteed  to behave correctly in other web browsers.


3. Choose the Dashlets to be displayed
Use the Dashlet Search to add a dashlet to your list of displayed dashlets.

The dashlets are displayed left-to-right, top-to-bottom on the dashboard in order.
Click on one of the dashlets in the list and use the the up and down arrows to re-arrange the dashlet order.

Adjusting the size of a dashlet represents how many columns/rows the dashlet would span.
I.e. If a dashboard is 4×2 (4 columns, 2 rows) and you adjust the first dashlet to be 4×1 it will fill up the first row.

Once your done setting up your profile click Ok and the profile will be displayed on your dashboard

Creating new dashlets

For the time being dashlets can only be created by system admins while an appropriate easy-to-use tool for users is under review.
In the mean time you may request a Dashlet:


A few close look at examples of different dashlets

A look at a different dashboard

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