Building Dashboards
Step-by-step guide to building effective dashboards. Good dashboards start from a clear question and are built up from a small number of well-chosen charts.
Planning Your Dashboard
Before adding a single chart, decide who the dashboard is for and what decision it should support, since that determines which metrics belong on it and at what level of detail. Group related metrics together and order them from the most important, high-level indicators down to supporting detail. Confirm the data sources you need are already connected and syncing on an appropriate schedule before you start building.
Adding Widgets
Add charts to the dashboard canvas either by building them directly on the dashboard or by pulling in charts already created elsewhere in the workspace. Use text widgets to add context or definitions next to metrics that need explanation, and use filter widgets so viewers can narrow the view themselves rather than requiring a separate dashboard per segment. Arrange widgets so related information is visually grouped.
Best Practices
Keep a single dashboard focused on one audience or use case rather than trying to serve every stakeholder from the same view, and prefer a small number of clear charts over many crowded ones. Set an appropriate refresh schedule based on how frequently the underlying data actually changes, and use dashboard-level permissions to control who can edit versus who can only view. Revisit and prune dashboards periodically as questions and priorities change.