{"id":433338,"date":"2023-11-28T18:28:18","date_gmt":"2023-11-28T17:28:18","guid":{"rendered":"https:\/\/www.kafinea.com\/?post_type=docs&#038;p=433338"},"modified":"2026-04-23T01:52:18","modified_gmt":"2026-04-22T23:52:18","password":"","slug":"les-tableaux-de-bord","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/","title":{"rendered":"Les tableaux de bord"},"content":{"rendered":"<blockquote class=\"bq-exemple\">\n<p>\ud83d\udccd <strong>Contexte<\/strong><br \/><em>Interface g\u00e9n\u00e9rale de Kafinea<\/em><\/p>\n<\/blockquote>\n<hr \/>\n<h2>Introduction<\/h2>\n<p>Les <strong>tableaux de bord<\/strong> offrent une vue synth\u00e9tique de vos indicateurs cl\u00e9s directement sur la page d&rsquo;accueil de Kafinea. Chaque utilisateur peut personnaliser son tableau de bord en ajoutant des widgets : graphiques, compteurs, listes filtr\u00e9es, raccourcis, etc.<\/p>\n<hr \/>\n<h2>1. Personnaliser son tableau de bord<\/h2>\n<p>Depuis la page d&rsquo;accueil, vous pouvez :<\/p>\n<ul>\n<li><strong>Ajouter un widget<\/strong> : cliquez sur le bouton d&rsquo;ajout pour choisir parmi les widgets disponibles<\/li>\n<li><strong>D\u00e9placer un widget<\/strong> : glissez-d\u00e9posez les widgets pour organiser votre tableau de bord<\/li>\n<li><strong>Redimensionner un widget<\/strong> : ajustez la taille de chaque widget selon vos besoins<\/li>\n<li><strong>Supprimer un widget<\/strong> : retirez les widgets dont vous n&rsquo;avez plus besoin<\/li>\n<\/ul>\n<hr \/>\n<h2>2. Types de widgets<\/h2>\n<div style=\"overflow-x:auto\">\n<table>\n<thead>\n<tr>\n<th>Type<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Graphique<\/strong><\/td>\n<td>Repr\u00e9sentation visuelle des donn\u00e9es (barres, lignes, camembert) bas\u00e9e sur un rapport<\/td>\n<\/tr>\n<tr>\n<td><strong>Mini-liste<\/strong><\/td>\n<td>Liste filtr\u00e9e d&rsquo;enregistrements (ex. : mes tickets ouverts, factures en retard)<\/td>\n<\/tr>\n<tr>\n<td><strong>Compteur<\/strong><\/td>\n<td>Un chiffre cl\u00e9 (ex. : nombre de devis en cours, chiffre d&rsquo;affaires du mois)<\/td>\n<\/tr>\n<tr>\n<td><strong>Raccourci<\/strong><\/td>\n<td>Lien rapide vers un module ou une vue fr\u00e9quemment utilis\u00e9e<\/td>\n<\/tr>\n<tr>\n<td><strong>Bloc-notes<\/strong><\/td>\n<td>Zone de texte libre pour vos notes personnelles<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<hr \/>\n<h2>3. Tableaux de bord multiples<\/h2>\n<p>Kafinea permet de cr\u00e9er plusieurs tableaux de bord et de basculer entre eux. Cela permet d&rsquo;avoir des vues diff\u00e9rentes selon le contexte :<\/p>\n<ul>\n<li>Un tableau de bord \u00ab Commercial \u00bb avec les indicateurs de vente<\/li>\n<li>Un tableau de bord \u00ab Finance \u00bb avec les indicateurs comptables<\/li>\n<li>Un tableau de bord \u00ab Direction \u00bb avec une vue d&rsquo;ensemble<\/li>\n<\/ul>\n<hr \/>\n<h2>4. Questions fr\u00e9quentes<\/h2>\n<p><strong>Mon tableau de bord est-il visible par les autres utilisateurs ?<\/strong><br \/>\nNon, chaque utilisateur dispose de son propre tableau de bord personnalis\u00e9. Les widgets et leur disposition sont propres \u00e0 chaque utilisateur.<\/p>\n<p><strong>Comment ajouter un graphique bas\u00e9 sur mes donn\u00e9es ?<\/strong><br \/>\nCr\u00e9ez d&rsquo;abord un rapport dans le module Rapports, puis ajoutez un widget graphique sur votre tableau de bord en s\u00e9lectionnant ce rapport comme source de donn\u00e9es.<\/p>\n<p><strong>Le tableau de bord se met-il \u00e0 jour automatiquement ?<\/strong><br \/>\nOui, les donn\u00e9es des widgets sont actualis\u00e9es \u00e0 chaque chargement de la page d&rsquo;accueil.<\/p>\n<hr \/>\n<h2>R\u00e9f\u00e9rences associ\u00e9es \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/interface-kafinea\/les-rapports\/\">Les rapports<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/documentation\/interface-kafinea\/la-navigation\/\">La navigation<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udccd ContexteInterface g\u00e9n\u00e9rale de Kafinea Introduction Les tableaux de bord offrent une vue synth\u00e9tique de vos indicateurs cl\u00e9s directement sur la page d&rsquo;accueil de Kafinea. Chaque utilisateur peut personnaliser son tableau de bord en ajoutant des widgets : graphiques, compteurs, listes filtr\u00e9es, raccourcis, etc. 1. Personnaliser son tableau de bord Depuis la page d&rsquo;accueil, vous&#8230;<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[186],"doc_tag":[],"class_list":["post-433338","docs","type-docs","status-publish","hentry","doc_category-interface-kafinea"],"year_month":"2026-06","word_count":336,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kenny Legros","author_nicename":"kenny-legros","author_url":"https:\/\/www.kafinea.com\/fr\/author\/kenny-legros\/"},"doc_category_info":[{"term_name":"Interface Kafinea","term_url":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Documentation - Les tableaux de bord &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation - Les tableaux de bord &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"\ud83d\udccd ContexteInterface g\u00e9n\u00e9rale de Kafinea Introduction Les tableaux de bord offrent une vue synth\u00e9tique de vos indicateurs cl\u00e9s directement sur la page d&rsquo;accueil de Kafinea. Chaque utilisateur peut personnaliser son tableau de bord en ajoutant des widgets : graphiques, compteurs, listes filtr\u00e9es, raccourcis, etc. 1. Personnaliser son tableau de bord Depuis la page d&rsquo;accueil, vous...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/\" \/>\n<meta property=\"og:site_name\" content=\"Kafinea\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-22T23:52:18+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/interface-kafinea\\\/les-tableaux-de-bord\\\/\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/interface-kafinea\\\/les-tableaux-de-bord\\\/\",\"name\":\"Documentation - Les tableaux de bord &#8226; Kafinea\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#website\"},\"datePublished\":\"2023-11-28T17:28:18+00:00\",\"dateModified\":\"2026-04-22T23:52:18+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/interface-kafinea\\\/les-tableaux-de-bord\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/interface-kafinea\\\/les-tableaux-de-bord\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/interface-kafinea\\\/les-tableaux-de-bord\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Documentation\",\"item\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/documentation\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Les tableaux de bord\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/\",\"name\":\"Kafinea\",\"description\":\"Une solution unique pour toutes vos ambitions\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#organization\",\"name\":\"Kafinea\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.kafinea.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/Logo-Kafinea-SVG-orange-bleu.svg\",\"contentUrl\":\"https:\\\/\\\/www.kafinea.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/Logo-Kafinea-SVG-orange-bleu.svg\",\"width\":296.31,\"height\":66.48,\"caption\":\"Kafinea\"},\"image\":{\"@id\":\"https:\\\/\\\/www.kafinea.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/kafinea\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Documentation - Les tableaux de bord &#8226; Kafinea","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/","og_locale":"fr_FR","og_type":"article","og_title":"Documentation - Les tableaux de bord &#8226; Kafinea","og_description":"\ud83d\udccd ContexteInterface g\u00e9n\u00e9rale de Kafinea Introduction Les tableaux de bord offrent une vue synth\u00e9tique de vos indicateurs cl\u00e9s directement sur la page d&rsquo;accueil de Kafinea. Chaque utilisateur peut personnaliser son tableau de bord en ajoutant des widgets : graphiques, compteurs, listes filtr\u00e9es, raccourcis, etc. 1. Personnaliser son tableau de bord Depuis la page d&rsquo;accueil, vous...","og_url":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/","og_site_name":"Kafinea","article_modified_time":"2026-04-22T23:52:18+00:00","twitter_card":"summary_large_image","twitter_misc":{"Dur\u00e9e de lecture estim\u00e9e":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/","url":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/","name":"Documentation - Les tableaux de bord &#8226; Kafinea","isPartOf":{"@id":"https:\/\/www.kafinea.com\/fr\/#website"},"datePublished":"2023-11-28T17:28:18+00:00","dateModified":"2026-04-22T23:52:18+00:00","breadcrumb":{"@id":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-tableaux-de-bord\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/www.kafinea.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Documentation","item":"https:\/\/www.kafinea.com\/fr\/documentation\/"},{"@type":"ListItem","position":3,"name":"Les tableaux de bord"}]},{"@type":"WebSite","@id":"https:\/\/www.kafinea.com\/fr\/#website","url":"https:\/\/www.kafinea.com\/fr\/","name":"Kafinea","description":"Une solution unique pour toutes vos ambitions","publisher":{"@id":"https:\/\/www.kafinea.com\/fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.kafinea.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/www.kafinea.com\/fr\/#organization","name":"Kafinea","url":"https:\/\/www.kafinea.com\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.kafinea.com\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/www.kafinea.com\/wp-content\/uploads\/2024\/10\/Logo-Kafinea-SVG-orange-bleu.svg","contentUrl":"https:\/\/www.kafinea.com\/wp-content\/uploads\/2024\/10\/Logo-Kafinea-SVG-orange-bleu.svg","width":296.31,"height":66.48,"caption":"Kafinea"},"image":{"@id":"https:\/\/www.kafinea.com\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/kafinea\/"]}]}},"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Kenny Legros","author_link":"https:\/\/www.kafinea.com\/fr\/author\/kenny-legros\/"},"uagb_comment_info":0,"uagb_excerpt":"\ud83d\udccd ContexteInterface g\u00e9n\u00e9rale de Kafinea Introduction Les tableaux de bord offrent une vue synth\u00e9tique de vos indicateurs cl\u00e9s directement sur la page d&rsquo;accueil de Kafinea. Chaque utilisateur peut personnaliser son tableau de bord en ajoutant des widgets : graphiques, compteurs, listes filtr\u00e9es, raccourcis, etc. 1. Personnaliser son tableau de bord Depuis la page d&rsquo;accueil, vous...","_links":{"self":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs\/433338","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/comments?post=433338"}],"version-history":[{"count":10,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs\/433338\/revisions"}],"predecessor-version":[{"id":442985,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/docs\/433338\/revisions\/442985"}],"wp:attachment":[{"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/media?parent=433338"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/doc_category?post=433338"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.kafinea.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=433338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}