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Dashboards

Dashboards bring together multiple charts, filters, and text blocks into a single interactive workspace. They provide a centralized view of your data, making it easier to monitor performance, analyze trends, and share insights with your team.

Think of a dashboard as a canvas where you can arrange visualizations and supporting information to create a complete data story.

Prerequisite

Before creating a dashboard, ensure that you have created one or more Charts. Dashboards display existing charts and do not generate data on their own.

Dashboard Features

Dashboards provide a flexible and interactive way to organize your reports and visualizations. You can:

  • Combine multiple charts into a single dashboard.
  • Add interactive filters that update multiple charts simultaneously.
  • Include text blocks to provide context, explanations, or documentation.
  • Share dashboards with team members or publish them for wider access.
  • Arrange dashboard components using a flexible drag-and-drop grid layout.

Tip

Use dashboard filters to let users explore the same data from different perspectives without creating multiple versions of the same dashboard.

Common Use Cases

Dashboards can be used across different teams and business functions. Some common examples include:

  • Executive Dashboards for monitoring key business metrics and KPIs.
  • Sales Dashboards for tracking revenue, opportunities, and sales performance.
  • Customer Analytics Dashboards for analyzing customer behavior and engagement.
  • Team Performance Dashboards for monitoring productivity and operational metrics.
  • Operations Dashboards for tracking day-to-day business activities and service performance.

Best Practice

Keep dashboards focused on a single business objective. Avoid overcrowding the page with too many charts, and group related visualizations together to improve readability and user experience.

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