Scope
This guide covers daily operation for Command Centre & Dashboards. Availability depends on your tenant package, role and configured providers.
Purpose
Role-aware operating views and configurable dashboard canvases.
Arrange and share decision-ready views by role.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Arrange and share decision-ready views by role.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Refresh connected widgets from current source data.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Compare cross-channel KPIs, funnels and operating health.
Verify the result
Compare cross-channel KPIs, funnels and operating health. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Limit widgets using roles, entitlements and tenant scope. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.