Dashboards

Dashboards: Your Business Command Center

Dashboards are where everything comes together. Instead of looking at individual charts, a Dashboard allows you to see the “Big Picture” by grouping multiple reports on one page.

Live Dashboard Preview

How to Create a Dashboard

01 • ADD WIDGET

Place Your Reports

Select "Add Widget" from the menu, choose "Report", and pick the visual you want to display.

02 • FILTERS

Create Global Controls

Add a "Filter" widget to allow users to slice data by Date, Region, or any other dimension.

03 • MAPPING

Link Data Logic

Map each filter to specific report columns to ensure controls update the right data points.

04 • LAYOUT

Arrange & Optimize

Use drag-and-drop to position widgets and resize them to highlight key performance metrics.

05 • PUBLISH

Save & Collaborate

Name your dashboard, set access permissions, and share the live link with your team.

Interactive Features

  • Global Filtering: Change one filter (like “Region: North America”) and every report on the dashboard updates instantly.
  • Shareable Links: Need to show this to someone outside Datalytics? Generate a secure sharing link.
  • Real-Time Data: As your databases update, your dashboard widgets will refresh to show the latest numbers.

Who uses this?

  • Decision Makers: CEOs and Managers use dashboards to monitor the pulse of the company daily.
  • Teams: Use shared dashboards during meetings to keep everyone aligned on the same metrics.

Best Practices for Great Dashboards

  • Keep it Simple: Don’t crowd too many charts on one page. Stick to 5-7 key metrics.
  • Highlight Important KPIs: Put your most important numbers at the very top.
  • Use Descriptive Titles: Instead of “Report 1,” use “Sales Trend - Q4 2023.”