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Portfolio Dashboard

The Portfolio Dashboard in UXP offers a centralized, real-time overview of all your facilities. It combines geospatial visualization with facility insights, making it easier to manage assets, monitor work requests, and access related modules—all from one interactive screen.

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🌍 What Does It Show?

  • Facility Locations: An interactive map displays each facility’s geographical location, helping users understand global distribution.

  • Facility Stats: Summarized data like total area, number of facilities, and a breakdown between common and commercial areas.

  • Workload Insights: Key performance indicators such as open work requests, active service orders, and corrective work orders.

  • Facility List: A sidebar that allows users select individual facilities to view their specific metrics or linked applications.

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🗂️ Key Features

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🗺️ Map-Based Facility Overview

An embedded map widget displays markers for each facility location. Clicking a marker may provide more details or redirect users to the corresponding facility dashboard.

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📊 Facility Summary Cards

Brightly colored widgets display totals such as:

  • Number of facilities

  • Area breakdowns (Total, Common, Commercial)

  • Live counts of:

    • Work Requests

    • Corrective Work Orders

    • Active Service Orders

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📁 Portfolio Sidebar

The Portfolio Sidebar dynamically switches between showing facilities and applications/assets, based on the selected toggle:

  • Facilities View: Lists all available facilities with quick access. Each entry displays key metadata such as area size and assigned icon.

  • Applications/Assets View: When toggled, the sidebar switches to show related UXP applications (like maintenance dashboards) or pinned assets associated with the selected facility.

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🖥️ Responsive Design

The Portfolio Dashboard is optimized for both web and mobile platforms:

  • Desktop, Offers a wide map view with sidebar navigation and summary tiles.

  • Mobile, Adapts into a scrollable format with toggle-friendly quick access menus for smooth navigation.

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🔗 Use Cases

  • Facility Managers: View real-time portfolio health across all facilities.

  • Maintenance Teams: Track work orders across multiple sites.

  • Executives: Get instant summaries of geographic distribution and overall service performance.

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🧰 Powered by UXP Widgets

This dashboard is built using key UXP widgets:

  • DX Map View – Provides the interactive geospatial map.

  • DX Portfolio Sidebar – Lists facilities and links to related to apps.

  • DX Tile Cards – Displays visual status highlights.

  • DX Navigation - Enables quick access to ivivaDX apps and composer dashboards and Lucy

These widgets are no-code, configurable, and can be reused across other dashboards as needed.

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