When it comes time to build the perfect executive dashboard, it’s tough to jump right in without really knowing what you’re looking at. No matter how tech-savvy you consider yourself to be, dashboards can be tricky without the basics under your belt.
Before diving into the nitty gritty of building your dashboard, you may want to take a look at Part I of this series, 8 Key Reports to Create the Perfect Executive Dashboard to help you get started.
Here are some tips and tricks that you should find useful, especially if you’re not yet a seasoned report builder.
Please note: Some of the descriptions below relate specifically to Salesforce-based solutions like Propel, but when it comes to building dashboards, many skills and best practices are transferable.
Reports vs. Dashboards: Though sometimes confused, keep in mind a dashboard is typically made up of reports. So you need to create individual reports before you can start putting them together to create a dashboard. When it comes to Salesforce and Propel, reports are also sometimes called “Components” in the context of a dashboard.
Reports vs. Search: Reports and searching can both help give you greater visibility into product information, but each is better at certain things. Search is good for finding something specific, like “Find All Items that Start with ‘100.’”
Reports can do that, too, but they’re better for identifying trends or aggregating information over a period of time, like “Find me the average time from customer complaint to resolution for the Acme product line.” Experiment to find out which is better for your different use cases.
Pre-Defined Reports: if you’re lucky, your enterprise application like Propel will come with a LOT of reports right out of the box, and it can be overwhelming to know where to start. Breathe through that initial panic, and take your time looking at a number of them. Flag anything that seems useful for your business needs.
The fastest way to create a report is to select an existing report type and then see if it can serve as the basis for the report you want. Remember to use “Save As” instead of just “Save,” in case you want to go back to what the report originally looked like.
Adding Fields: With Propel and Salesforce, it’s really easy to experiment and create the report you want. The best way to determine if a default report does what you’re hoping it will do is to just create it and start adding fields/columns to the report. That’s a huge difference compared to traditional reporting tools! And if it turns out the report doesn’t include the field you want, then it may not be the right report to use. Once you get the fields all set up, you can easily reorder them.
As you’re building your report, Propel also has an automatic update feature so your reports show you the latest information as you’re adding columns or reordering things. It’s a small yet mighty toggle called “Update Preview Automatically.”
Grouping and Charts: A neat feature of the Salesforce platform is the ability to add charts to your report—such as a pie chart, donut, or bar graph. To do this, you would need to group one of your fields, such as “Supplier,” “product line,” or “change type.” After creating this grouping, you’ll be able to select different chart types with which to view the data.
Filters and Relative Dates: Filters are an easy way to screen out (or include) the data you want to see. You can create a filter to include Items that start with “100,” for instance.
Using Salesforce as an example, one of the most powerful filters their reporting platform offers is “Relative Dates.” You can use phrases like THIS YEAR, LAST 30 DAYS, etc. to really hone in on what you want to see.
Reports and Lightning Web Components (LWC): One of the best things about having your user interface built with Lightning Web Components is the ability to embed a report on any page that you want. For example, you can create a report called “Late Tasks by Owner” and then embed that on your homepage or a specific Project page, so your team members can easily see what’s past due and needs to be top of mind. (Note that in the Salesforce platform, your report needs to have a chart in order to include it on an LWC page.)
Dashboard settings: With many enterprise platforms, there are a number of ways to fine-tune a Report/Component that you’re using in your dashboard. For instance, you can add more filters, and if you edit a specific predefined report, you can tweak what you see from the default report you’ve already created—such as adding additional columns, changing chart types, or renaming the title.
A powerful dashboard type in Salesforce is “Dynamic Dashboards,” which automatically filters data by the viewing user’s access levels.
Keep some of the basics in mind as you embark upon your executive dashboard-building adventure. If you have any other essential tips and tricks for setting up reports or dashboards, let us know!