Customising Dashboards
Tendrex provides fully customisable dashboards so every user sees the information most relevant to their role. Each dashboard is built from widgets that you can add, remove, resize, and rearrange.
Default dashboards
Section titled “Default dashboards”Every role comes with a pre-configured default dashboard:
| Role | Default widgets |
|---|---|
| Admin | Total Tenders, Active Users, Pipeline Value, Win Rate, System Health, Users & Invites |
| Bid Manager | Active Tenders, Due This Week, Overall Progress, Team Workload, Upcoming Deadlines, Tender Pipeline |
| SME | My Assigned, To Draft, In Rework, My Queue, Recent Activity |
| Reviewer | Awaiting Review, Reviewed This Week, Pending Reviews, Review Stats, Answer Quality |
| Viewer | Active Tenders List, Recent Results, Overall Progress |
Widget types
Section titled “Widget types”Tendrex offers over 30 widget types across three categories:
Metric widgets
Section titled “Metric widgets”Single-number displays with trend indicators: Total Tenders, Active Tenders, AI Accuracy, Due This Week, In Review, Overall Progress, My Assigned, To Draft, In Rework, Awaiting Review, Reviewed This Week, Submitted, Won, Active Users, Pending Invites, Pipeline Value, Win Rate.
List widgets
Section titled “List widgets”Scrollable lists with action links: Upcoming Deadlines, Needs Attention, Bid Decisions, Team Workload, Recent Activity, Answer Quality, Tender Pipeline, My Queue, Recently Completed, Pending Reviews, Review Stats, Active Tenders List, Recent Results.
Utility widgets
Section titled “Utility widgets”System Health, Users & Invites, Deadline Calendar, ROI Summary.
Creating a dashboard
Section titled “Creating a dashboard”- Click the dashboard switcher dropdown in the top-left of the dashboard page.
- Click New Dashboard.
- Give it a name and start adding widgets.
Customising layout
Section titled “Customising layout”- Add widgets: Click Add Widget and select from the available types.
- Drag and drop: Rearrange widgets by dragging them to a new position.
- Resize: Each widget can be set to small, medium, or large.
- Remove: Click the close button on any widget to remove it.
Multiple dashboards
Section titled “Multiple dashboards”You can create multiple dashboards and switch between them. This is useful for separating views - for example, one dashboard for active bids and another for pipeline analysis.