5.2.1 What are Dashboards?

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Last updated: 2024-10-10 by Steven Vinardi Hartono
2 min read

A dashboard is a visual representation of data, designed to provide an overview of key metrics and trends in a concise and easily digestible format. It allows users to monitor, analyze, and derive insights from data in real-time. Dashboards are widely used across industries to support decision-making processes by providing actionable insights through data visualizations such as charts, graphs, and tables.

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Step-by-Step Guide to Creating a Dashboard

  1. Navigate to Dashboards:

    • Go to the "Dashboards" tab from your ADvendio platform or your specific dashboard system.

  2. Create a New Dashboard:

    • Click on New Dashboard. You’ll be asked to fill out basic details like:

      • Name

      • Description

      • Folder

  3. Add Widgets to the Dashboard:

    • After the initial setup, click + Widget to start customizing your dashboard. Widgets are essential components, allowing you to present data visually.

  4. Select Reports for Widgets:

    • After adding a widget, you’ll need to link it to a report or data source. Select the relevant report that holds the data you want to display on the widget.

  5. Customize the Widget:

    • Based on the type of data, choose how you want it visualized.

    • You can adjust the parameters, layout, and style of the visualization (e.g., axes, filters, and labels).

  6. Save the Dashboard:

    • Once your widgets are added and customized, click Save to store the dashboard.

  7. Modify or Add More Widgets:

    • At any time, you can return to the dashboard, click Edit, and add more widgets or adjust existing ones for better insights.

 

 

 

 

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