Dashboards & Visualisation

Dashboards in Twinview enable you to see live data for your portfolio, property, floor, room or equipment/asset.

Why Dashboards Matter

Dashboards provide an at-a-glance view of key building and asset metrics. By combining multiple live data streams (known here as IoT Data Streams) into visual widgets, dashboards help you:

• Monitor current performance at multiple levels (site, floor, room, equipment)
• Bring multiple data streams into one view for comparison
• Share insights with project teams or external viewers

Locating the Dashboard Tabs

Dashboards can be created at different levels within Twinview, depending on the scope of data you want to visualise. You can create Portfolio Dashboards to view data from multiple projects at once, Project Dashboards for a single building or site, or dashboards specific to an individual Room/Space or Asset.

Each dashboard level displays data relevant to its context, for example, a Project Dashboard might show energy performance across all systems, while an Asset Dashboard focuses on live readings from a specific piece of equipment.

1. Portfolio Dashboards

Portfolio Dashboards are available from the main Twinview screen once logged in and can be used to aggregate data from multiple projects or sites within your portfolio.

2. Project Dashboards

Project dashboards are available in the main navigation and are specific to each individual project.  They can display data from all rooms, systems and assets within the building or site. Navigate to your chosen project and click “Project Dashboard” in the left-hand menu.

3. Room/Space Dashboards

Room/Space dashboards let you focus on localised information such as environmental conditions, occupancy or energy use in that specific room or space.

Browse to the specific room via the 'Project Settings' option in the main navigation.

Select the specific room you would like to create a dashboard on.

Finally, select the 'Dashboard' tab

You can then create individual dashboards for each room / space 

4. Asset Dashboards

Asset dashboards display real-time IoT data, controls and historical trends for a specfic item and they can be added to any maintainable asset.

A dashboard can be added either by selecting the specific asset in the 3D model and clicking 'Manage Asset' in the right-hand navigation.

Or, you can select the asset via the Asset Register in the 'Facilities Management' option in the main left-hand navigation. 

Then select the 'Assets' Tab and select the relevant asset.

Once you are viewing the relevant asset, select the 'Dashboard' tab to access the Dashboards

Getting Started with Dashboards

Each dashboard in Twinview consists of one or more tabs, and each tab contains a collection of widgets that display live or historical data. You can create as many dashboards and tabs as needed to visualise information across your buildings, systems or assets.

When you open the dashboard tab for the first time, it will be blank until you start to add tabs and widgets.

To create your first dashboard, click on the '+' in the middle of the screen, and give your dashboard tab a name

You can create additional dashboards to segment data, but selecting the '+' icon next your existing dashboards.

Dashboards are created using the pre-defined 'Widgets', and by clicking the “Add Widget” button in the top-right corner of the screen you can open the widget library and start building your view.

Widgets: Types & Options

Widgets are configurable and can display different types of information depending on what you connect them to, from single-value statistics to charts, trend graphs or IoT control panels. You can mix and match multiple widgets on the same tab to bring together key insights from various data streams.

In Twinview there are seven widget types, each with configurable setting depending on the type.  Below are some of the key widget types and what they do:

1. Stat Widget

The Stat Widget shows a single piece of data in a simple, colourful card. The card colour, size and icon can all be modified.  These are typically used to display information on assets, maintenance jobs or documents.

2. Graph Widget

The Graph Widget shows graphical data from the Facilities Management module (tickets, issues and jobs) in a variety of chart types (Bar Chart, Pie Chart or Line Graph). The chart type, colour, size, etc, can be modified.

3. The IoT Control Widget

The IOT Control widget allows you to place a control widget on a dashboard that can be used to control a physical asset or device (user permission and roles allowing). There are a wide range of device types, from simple switches to complex device types like thermostats and media server controllers.

IOT Control Widget Sub-Types

 

4. The IoT Data Widget

The IoT Data widget shows data from an OPT Datastream. Depending on the options selected, they can be just text, charts or combinations.

Although this widget has IoT in its name, it can also be used for any data being streamed into Twinview and is useful for other purposes too. For example, it can show information from another system or service that is sending data into Twinview, such as health statuses.

 

You can show the IoT data in a variety of graph types (Data Only, Bar Chart or Line Graph). You can also select whether to show historical data in a supplementary table 'Show History' and whether to show the latest value received from the device 'Show Latest Value'.  You can change the range of the chart (Minute, Hour, Day, Month or show the Raw Data) and you can change the size of the widget from 1x1 to 4x3.

 

 

You can select the device to visualise the data from by selecting the device in the 'Device Attribute' option.

 

5. The IoT Timeline Widget

The IoT Timeline Widget displays data from multiple data streams in a single timeline format, also known as a trend graph. Unlike other widget types, the data in an IoT Timeline widget is interactive and can be used for comparison and analysis purposes.

 

When creating an IoT Timeline Widget, it's possible to include varying data points, including different data ranges and types (number, text or boolean) and you can configure the standard default data range view (Today,  Week, Month, 3 Months).

Similar to creating an IoT Data Widget, you select the IoT device you want to chart in the 'Device Attribute' and you can add additional devices using the 'Add' option.

On the IoT Timeline Widget, users can change the timeframe as well as zoom in, by highlighting the chosen range, or left-clicking to bring up an option to 'increase' or 'decrease' 

6. Text Widget

The Text Widget allows you to add static text to a dashboard. It’s often used to display contextual information that isn’t sourced directly from Twinview, such as targets, objectives or explanatory notes,  or to create clear section headings that organise longer dashboards into labelled sub-sections.

You can add a core Statistic, a title, sub-title, icon as well as a WYSIWYG-style editor for additional content.

7. Button Widget

The Button Widget lets you add interactive actions to a dashboard. It can be configured for simple tasks, such as linking to an external webpage or intranet for additional context, or for more advanced actions, like triggering a download of an Excel report driven by real-time data in Twinview.

Sharing a Public Dashboard

You can create a public link to any dashboard in Twinview. This is useful when you want to share a dashboard with someone who doesn’t have a Twinview account, or when displaying information on public or shared screens.

Public dashboards are often used for:

• Displaying live information such as weather, air quality, or energy data in reception areas
• Creating large-format “Warboard” displays in a building manager’s office
• Sharing summary data with stakeholders outside your organisation

How to Create a Public Link

Step 1: Open the dashboard you want to share (or create a new one). Click the Edit icon on the dashboard tab.

Step 2: Click the Share button.

Step 3: Select Add Share Link.

Step 4: Enter a name for your shared dashboard, then click Save.

Step 5: A Public URL will appear. You can copy and share this link with others, or use it in a kiosk-style browser on a TV or digital display.

Step 6: When opened, the public dashboard will load without requiring a login. It will present a simplified, clean interface and automatically apply your organisation’s white-label branding.

Managing and Deleting a Public Link

If you delete a shared link, the public dashboard will immediately become inaccessible to anyone using that URL.

To delete a link:

Step 1: Open the dashboard and click the Edit icon (as in Step 1).

Step 2: Select the existing shared link and click Edit.

Step 3: Click Delete to remove the link permanently.