Dashboards are a great way to represent data visually within an organization. They can help you analyze your performance, and create a future plan of action.
However, if you are new to data manipulation, building an Analytics Dashboard using templates may seem a daunting task, but a little pre-work will give you the foundation necessary to get started. Before diving into your data, consider what questions you would like answered.
Here are some helpful ways to gather information:
- Review your individual/team goals and metrics
- Decide how frequently those metrics need to be tracked (daily/weekly/monthly etc.)
- Consider the most helpful way to present this data (chart/table/number sum)
Breaking the information down in this way will create a helpful outline for the final product.
Helpful Tip: Remember to follow the Best Practices to design and build functional and effective Analytics dashboards while addressing potential loopholes and minimizing rework.
We at Techila have created a learning module to guide you to build your own analytics dashboard using templates.
Here are the steps:
- Go to the homepage and select create. It will prompt you to choose the kind of dashboard you want to create.
- Select the required template and hit continue. You can either choose a blank template or a prebuilt dashboard design. A blank dashboard would like to look like this.
- To edit the dashboard click on the button on the top left corner.
- In a prebuilt dashboard template, you can add a step to each widget by clicking the icon inside an empty widget. A wizard will take you through adding the steps. Once the wizard is completed, Analytics will populate the widget based on the results of the step. Another step will also get added to the step panel by Analytics.
- Click on to save the dashboard.
- Select the app in which you want to save the dashboard, but not all app can be accessed by every user. So, review the app permissions, then enter a title and description and save the dashboard.
- Click and then select Dashboard Properties to set the default widget properties.
- When you create a widget, you can specify whether the widget uses the default properties. To make sure that the background and borders of all widgets are consistent use defaults.
Sounds like a lot of work, right? It’s actually not so bad with the templates, wizards, and a layout builder helping you create the right dashboards quickly and accurately.