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Dashboard & Analytics Guide

Build interactive dashboards that provide real-time insights into your investment operations. OpsHub’s visualization platform combines powerful analytics with intuitive design.

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Dashboard Architecture

OpsHub dashboards are built on a modern, reactive architecture:
  • Real-time Updates: Live data streaming via WebSockets
  • Interactive Widgets: Drill-down capabilities and filters
  • Responsive Design: Optimized for desktop and mobile
  • Performance: Optimized rendering for large datasets
  • Customization: Flexible layouts and theming

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Creating Dashboards

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Quick Start

  1. Navigate to Dashboards → Create New
  2. Choose a template or blank canvas
  3. Add widgets from the component library
  4. Connect data sources
  5. Configure refresh intervals
  6. Set permissions and share

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Widget Library

Available visualization components:
  • Charts: Line, Bar, Area, Scatter, Candlestick
  • Tables: Data grids with sorting and filtering
  • KPIs: Metric cards with trends
  • Maps: Geographic data visualization
  • Heatmaps: Correlation and density analysis
  • Custom: HTML/JavaScript widgets

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Data Connections

Connect to multiple data sources: 
// Configure data source
const dataSource = {
  type: 'supabase',
  table: 'fund_performance',
  filters: {
    date: { gte: '2024-01-01' },
    fund_id: 'FUND001'
  },
  realtime: true
};

// Add to widget
widget.setDataSource(dataSource);

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Common Dashboard Templates

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Fund Performance Dashboard

Key metrics for fund managers:
  • NAV trends and performance
  • Attribution analysis
  • Risk metrics (VaR, Sharpe)
  • Sector allocation
  • Top holdings
  • Cash flows

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Operations Dashboard

Operational metrics:
  • Trade volumes and status
  • Settlement tracking
  • Exception monitoring
  • SLA compliance
  • System health
  • User activity

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Compliance Dashboard

Regulatory monitoring:
  • Breach alerts
  • Limit utilization
  • Reporting status
  • Audit trail
  • Document tracking
  • Filing deadlines

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Advanced Features

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Dynamic Filtering

Implement cascading filters: 
// Parent filter
const fundFilter = {
  type: 'dropdown',
  dataSource: 'funds',
  label: 'Select Fund'
};

// Child filter (updates based on fund selection)
const dateFilter = {
  type: 'daterange',
  dependsOn: 'fundFilter',
  label: 'Date Range'
};

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Custom Calculations

Add calculated metrics: 
widget.addCalculation({
  name: 'Rolling Volatility',
  formula: 'STDDEV(returns) * SQRT(252)',
  window: 30
});

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Alerts & Thresholds

Configure visual alerts: 
widget.setThresholds({
  warning: { value: 0.8, color: 'yellow' },
  critical: { value: 0.95, color: 'red' }
});

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Performance Optimization

  • Data Aggregation: Pre-aggregate data for faster loading
  • Lazy Loading: Load data as needed
  • Caching: Client-side caching for static data
  • Pagination: Handle large datasets efficiently
  • Query Optimization: Optimize database queries

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Sharing & Collaboration

  • Public Links: Share read-only dashboards
  • Embedding: Embed in other applications
  • Scheduled Reports: Email dashboard snapshots
  • Comments: Collaborate with annotations
  • Version Control: Track dashboard changes

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Best Practices

  • Keep dashboards focused on specific use cases
  • Use consistent color schemes and layouts
  • Implement proper error handling
  • Optimize for performance
  • Document data sources and calculations
Next Steps: Learn about Compliance Features.