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 Type | Key Features | Best 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
| Benefit | Description |
|---|---|
| Real-time Sync | All views work from the same dataset, ensuring data consistency across your workspace |
| Flexible Access | Switch between views instantly to get the right perspective for your task |
| Custom Filters | Create and save custom filters in each view to focus on what matters |
| Saved Settings | Your view preferences and configurations are preserved for quick access |
Start using Dynamic Views to see your data in whole new ways.