Dashboard

An Excel Dashboard can be an amazing tool when it comes to tracking KPIs, comparing data points, and getting data-backed views that can help management make decisions. In this tutorial, you will learn how to create an Excel dashboard, best practices to follow while creating one, features and tools you can use in Excel, things to avoid at all costs, and recommended training material. This Tutorial Covers: • • • • • • • • • • • • • • • What is an Excel Dashboard and how does it differ from a report? Let’s first understand what is an Excel dashboard. An Excel dashboard is one-pager (mostly, but not always necessary) that helps managers and business leaders in tracking key KPIs or metrics and take a decision based on it. It contains charts/tables/views that are backed by data. A dashboard is often called a report, however, not all reports are dashboards. Here is the difference: • A report would only collect and show data in a single place. For example, if a manager wants to know how the sales have grown over the last period and which region were the most profitable, a report would not be able to answer it. It would simply report all the relevant sales data. These reports are then used to create dashboards (in Excel or PowerPoint) that will aid in decision making. • A dashboard, on the other hand, would instantly answer important questions such which regions are performing better and which products should the management focus on. These dashboards could be static or interactive ...

Whether you manage day-to-day tasks or agile projects, you have to monitor their performance to ensure everything goes according to plan. Fortunately, with the right dashboard software, you can identify trends , detect bottlenecks, and make predictions based on data without spending a fortune. In this article, we’ll cover what dashboard software is and highlight ten dashboard tools that’ll make managing your projects a breeze. • • • • • • • • • • • • • What Is Dashboard Software? Dashboard software provides teams and agent handlers with essential business information, compressing big data into smaller and easier-to-understand information. Your agents can use this new information to complete missions without any slip-ups. Since a BI dashboard (business intelligence dashboard) displays up-to-date information and trends , business users can use the data to monitor and performance and make informed business decisions. How? For example, managers can use a Operational teams can use Similarly, financial teams can use the data to predict And, of course, spy agencies can use the data to keep track of all their assignments! What to Look for in a Dashboard Tool? • Data blending: combine data from multiple data sources to see the most crucial info. For example, the progress you’ve made towards achieving • Data drill-downs: go from a high-level overview to a more detailed view of that data using charts and other visuals • Customizations: make your dashboard your own by using tons...

• • • A dashboard is a presentation of geographic information and data that allows you to monitor events, make decisions, inform others, and see trends. Dashboards are designed to display multiple visualizations that work together on a single screen. They offer a comprehensive view of your data and provide key insights for at-a-glance decision-making. Similar to when Dashboards are composed of configurable elements, such as A dashboard can be created with both a desktop and mobile view, both of which can have different elements and configurations to meet the needs of the view. When the dashboard is opened for viewing, users see the optimal view for their device. By default, a desktop view of the dashboard is created. When users need to view the dashboard on phones, a complementary mobile view can be created. Desktop views Desktop views allow you to see-on one screen—the data you need to be informed or make decisions. They can be designed for use in both unattended and attended scenarios. Unattended dashboards are often displayed on a large screen in environments such as operations centers and provide a more passive user experience. In contrast, attended dashboards are generally viewed on desktop monitors and tend to offer a more interactive user experience. Mobile views Mobile views can include specific visualizations relevant for on-the-go viewing, positioned for convenient navigation on phones in portrait mode. They have an optimized user experience for selectors, maps, ...

In this day and age, understanding data is the key to making the best decisions for any business. However, the amount of information that’s available at any time can be overwhelming for the most data-savvy person. So what’s the key to making One of the easiest ways to make data easy to understand for technical and non-technical audiences is to create a dashboard that easily displays all of your In this article, we will run through: • Dashboard definition • How dashboards work • Uses • Importance • How to create a dashboard • Types of dashboards • Best practices • Benefits Dashboard definition A dashboard is a way of displaying various types of visual data in one place. Usually, a dashboard is intended to convey different, but related information in an easy-to-digest form. And oftentimes, this includes things like key performance indicators (KPI)s or other important business metrics that stakeholders need to see and understand at a glance. Dashboards are useful across different industries and verticals because they’re highly customizable. They can include data of all sorts with varying date ranges to help you understand: what happened, why it happened, what may happen, and what action you should take. And since dashboards use visualizations like Data dashboards versus reports Both dashboards and reports are commonly utilized to collect and analyze data. So what makes them different? Broadly speaking, reports usually have a more narrow focus. They serve the purpose of provid...

• Academy Content Library A complete library of Academy’s free online video lessons and certification courses. • Academy Certification Courses A collection of lessons and practical exercises leading to an industry-recognized certification in HubSpot’s tools or strategy. • Classroom Training Schedule in-person training for a hands-on and personalized HubSpot training experience. • Community Organize related You can create new dashboards and customize their reports for your personal use. If you want to share a dashboard with others in your HubSpot account, edit its visibility. You can also clone dashboards that are visible to you and delete dashboards you've created to reduce clutter. When you're on the go, you can view your reports and dashboards on the Reports & dashboards permissioncan view and make changes to all dashboards, regardless of visibility or ownership. Please note: the maximum number of dashboards you can have in your HubSpot account is based on highest subscription tier your account has. For example, if your account has both Marketing Hub Enterprise and Sales Hub Professional, you can have the maximum number of dashboards based on your Enterprise subscription. Review your dashboard limits based on your highest subscription tier in Create dashboards • In your HubSpot account, navigate to Reports> Dashboards. • In the upper right, click Create dashboard . You'll be brought to the dashboard library. • You can choose to do one of the following: • Select a pre-mad...