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HCL Marketing Platform Administrator Guide
Dashboard management
Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.
Pre-defined portlets
HCL® Marketing Software provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.
Marketing Operations HCL® Cognos® report portlets
The following table describes the Marketing Operations dashboard portlets that are available after the Marketing Operations reports package is installed.

Marketing Operations HCL Cognos report portlets

The following table describes the Marketing Operations dashboard portlets that are available after the Marketing Operations reports package is installed.

Table 1. Standard Marketing Operations HCL® Cognos® report portlets
Report	Description
Budget by Project Type	An example HCL Cognos report shows a 3-D pie chart of the budget per project type for the current calendar year. This report requires the Financial Management module.
Completed Projects by Quarter	An example HCL Cognos report shows a 3-D bar chart of the number of early, on-time, and late projects completed this quarter.
Forecast by Project Type	An example HCL Cognos report shows a 3-D pie chart of the forecasted spending per project type for the current calendar year.
Manager Approval Summary	An example HCL Cognos report shows data for active and completed approvals for all In Progress projects in the system.
Manager Task Summary	An example HCL Cognos report shows data for active and completed tasks for all In Progress projects.
Marketing Financial Position	An example HCL Cognos report shows a timeline with Budget, Forecasted, Committed, and Actual amounts for all plans in all states in the current calendar year. This report requires the Financial Management module.
My Task Summary	An example HCL Cognos report shows data about all active and completed tasks for the user who is viewing the report in all In Progress projects.
My Approval Summary	An example HCL Cognos report shows data about active and completed approvals for the user who is viewing the report.
Projects by Project Type	An example HCL Cognos report shows a 3-D pie diagram that shows all In Progress projects in the system by template type.
Projects by Status	An example HCL Cognos report shows a 3-D bar chart that shows all projects in the system by status: draft, in progress, on hold, canceled, and finished.
Projects Requested and Completed	An example HCL Cognos report shows a timeline graph of the number of project requests and number of completed projects per month. This report counts project requests with the following states only: Submitted, Accepted, or Returned.
Spend by Project Type	An example HCL Cognos report shows a 3-D pie chart of the actual amount that is spent per project type in the current calendar year. This report requires the Financial Management module.