XForms home

Products

3


XForms Mobile

Mobile forms for field data collection

Mobile App

Form Designer

Dashboard

APIs & Integrations

Use Cases

Pricing

Start free trial →



CX2

Commissioning completions, rebuilt · Coming 2027

Completion

Add-ons

Punchlist & reports

Setup

Hand-off

Early access

Request early access →



XDocs

AI documents, from proposal to final report

AI writing

Report builder

Workload & review

How it works

Solutions

Join the waitlist →

NOT SURE WHERE TO START?

Compare the three products side by side

See which one fits your team, or talk to us and we’ll point you to the right tool.

Compare products →

Talk to us →

Resources

3

LEARN

Blog

Product news, how-tos and field stories

Customer stories

How field teams use XForms

Example use cases

Inspections, audits, sampling and more

GET HELP

Support center

Guides, FAQs and login links

XForms Mobile support

XForms Cx support

XDocs support

Contact us

WHAT’S NEW

Release notes

Every update to XForms Mobile and XForms Cx, newest first

LATEST FROM THE BLOG

tracking waste ai screenshot

Tracking waste from cradle to grave using smartphones + AI

All posts →

About

Log in

3

LOG IN TO

XForms Mobile

XForms Cx

XDocs

Contact us
XForms
  • Products
    • XForms Mobile
    • CX2
    • XDocs
  • Resources
    • Blog
    • Customer stories
    • Support center
  • About
  • Contact
  • Log in
    • XForms Mobile login
    • XForms Cx login
    • XDocs login

A simple and effective dashboard for construction commissioning projects

by jim@xforms.co | Nov 18, 2020 | XForms Cx | 0 comments

cx dashboard

The 10,000 foot view

The very first thing you see when you log into the Cx dashboard app is the 10K foot view of your project.  Key metrics right at your fingertips including:

XForms Cx dashboard gauge showing overall project percent complete

  • The overall % complete of the entire project
  • How many forms have been completed and how many have been started
  • How many system have been completed, started, and not started
  • How many devices have been completed, started, and not started

Drill down for details

All of the top-level metrics on the dashboard are clickable, so when you hover over the % complete gauge, or over a large number block, you can then click on it and you will be taken to another part of the app that will then display more details that were used to provide that calculated value you clicked on.

For example, if you click on the project % complete gauge, you will be taken to the % Complete column chart, where you can view % complete at the System ID level as well as at the device type level.  In the screenshot below, you can very quickly see that the CTLWR (Cooling Tower) system is around 40% complete, whereas the other systems are 100% complete. This metric is super simple to see and understand quickly, something that a commissioning manager can do in a matter of a few seconds.

XForms Cx column chart of percent complete by system, with the cooling tower near 40%

If you then click on the “By Type” button (top left of column chart as pointed out by the red arrow at the top of the screenshot above), you will see a different way of viewing your device completions, this time by device type.

XForms Cx column chart of device completion by device type

For example, in the screenshot above, you can see that Instruments and Mechanical devices are less than 100% complete, meaning there are some mechanical devices and instruments left to commission.

If you set up your device type hierarchy with several layers, you will be able to drill down and view the % complete at each hierarchical level, one level at a time, until you get to the bottom hierarchical level.  Once you get to the bottom device level, when you click on the column, it will then take you to the details that make up those values.

XForms Cx drill-down column chart showing percent complete for pumps

For example, in the screenshot above, if you click on the Pumps column, you will see a popup dialogue box asking if you’d like to view the devices.  If you then click the Ok button, your screen will refresh and you will be taken to the submitted forms for all the pumps, where you can view the details for each form in a simple table grid, and also where you can click to view/save/print the PDF for each form.

XForms Cx submitted forms grid for all pumps with PDF links

Walkdown and Turnover Curves

You can also view line curves that plot baseline walkover against actual walkover, and baseline turnover against actual turnover.  This is another way to view your commissioning project status over time, and see if your crew is on time, behind, etc. The dates plotted on these curves come from the Manage > Systems screen. 

XForms Cx walkdown curve plotting baseline versus actual walkdown over time

XForms Cx system details with walkdown and turnover dates

What it’s like in a live setting

Sometimes screenshots explained with text don’t tell the whole picture, so here’s a 38-second video of how it works.

Simple is always better than complex

Albert Einstein said… “The definition of genius is taking the complex and making it simple.” 

That’s the approach we took when designing XForms Cx, which is:

  • Simple to set up and go live with on a project
  • Simple to deploy and use by your field crews
  • Simple yet meaningful analytics and reports

Check out the powerful simplicity of XForms Cx for yourself.

Want to learn more about XForms?

Click/tap on the button below.

Contact XForms

Submit a Comment Cancel reply

Your email address will not be published. Required fields are marked *

Recent Posts

  • Tracking waste from cradle to grave using smartphones + AI
  • Photos in table rows
  • Photo metadata improvements
  • View a map of where your mobile forms were started
  • 36 Pre-Built Commissioning Form Templates, Now Available in XForms Cx

Recent Comments

No comments to show.
XForms logo

Field data, commissioning completions and AI documents for teams who work on site. XForms LLC — Raleigh, NC & Bellevue, WA.



XFORMS MOBILE

Overview

Mobile App

Form Designer

Dashboard

Pricing

Support



CX2

Overview

Completion

Add-ons

Punchlist & reports

Setup

Early access

Support



XDOCS

Overview

How it works

Solutions

Support

COMPANY

About

Blog

Support center

Contact

Privacy Policy

Terms of Service

© 2026 XForms LLC. All rights reserved.

Privacy Policy · Terms of Service