Dynamic Views

View and interact with your data in multiple ways - tables, kanban boards, calendars, and custom dashboards.

Transform how you interact with your data through Proma’s flexible view system. Each view offers a unique way to visualize and work with your information.

View TypeKey FeaturesBest For
Dataset• Source of truth
• Complete data access
• Temporary filtering
• Column management
• Data administration
• Complete data overview
• Column configuration
Table• Custom column selection
• Permanent filters
• Saved preferences
• Advanced sorting
• Detailed data work
• Custom data views
• Complex filtering
Kanban• Card-based layout
• Drag-and-drop
• Status organization
• Visual workflow
• Process tracking
• Status management
• Visual organization
Calendar• Time-based view
• Event tracking
• Multiple timeframes
• Schedule management
• Deadline tracking
• Event planning
• Time management
Dashboard• Data visualization
• Custom reports
• KPI tracking
• Performance metrics
• Analytics
• Reporting
• Performance tracking
Campaign• Email campaigns
• Template management
• Audience targeting
• Bulk communications
• Customer outreach
• Communications
• Marketing activities

Key Benefits

BenefitDescription
Real-time SyncAll views work from the same dataset, ensuring data consistency across your workspace
Flexible AccessSwitch between views instantly to get the right perspective for your task
Custom FiltersCreate and save custom filters in each view to focus on what matters
Saved SettingsYour view preferences and configurations are preserved for quick access

Start using Dynamic Views to see your data in whole new ways.

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