how to build a dashboard for your business

Posted by Tim Tarks on March 20th, 2023

Building a dashboard for your business can be a valuable tool to help you monitor and analyze key performance indicators (KPIs) and make data-driven decisions. You may be wondering how to build a dashboard. Here are some steps to follow to build a dashboard for your business:

1. Define your goals: Before you start building your dashboard, you need to have a clear understanding of what you want to achieve with it. What KPIs do you want to track? What insights do you want to gain from the data? What actions do you want to take based on the information you receive?
2. Choose your metrics: Once you've defined your goals, choose the metrics that will help you measure progress toward those goals. Select the most important KPIs that are relevant to your business and that will provide you with the information you need to make informed decisions.
3. Decide on your dashboard format: There are many different types of dashboard formats to choose from, such as scorecards, charts, graphs, and tables. Choose the format that best suits your data and goals.
4. Select your data sources: Your dashboard will be only as good as the data it pulls from. Choose the data sources that are reliable and that will give you the most accurate and up-to-date information.
5. Choose a dashboard tool: There are many dashboard tools available, both free and paid. Choose a tool that is easy to use, integrates with your data sources, and has the features you need to build your dashboard.
6. Design your dashboard: Now that you have your goals, metrics, format, data sources, and tool, it's time to design your dashboard. Keep it simple and easy to read, with clear labels and intuitive navigation. Take a how to build a dashboard course.
7. Test and refine: Once you've built your dashboard, test it out with a small group of users to make sure it meets your goals and is easy to use. Refine it based on feedback, and continue to monitor it regularly to ensure it stays relevant and effective.