What is Dashboard? 5 quick steps to create a Dashboard

Dashboard is a management tool that helps businesses track their business performance based on collecting and synthesizing information. So what is Dashboard ? How to build an effective Dashboard? Let's find out with 1C Vietnam through the article below.

1. What is Dashboard?

Dashboard is a technical control panel for information and business management, used to collect and synthesize all business data. Dashboard provides visual data, conveying different information in a brief, easy-to-understand form such as tables, charts, graphs... From there, businesses will easily track KPI indicators to bring Make the right decisions and keep up with trends based on collected data.

Compared to conventional reports, Dashboard has many outstanding advantages thanks to information including small reports on human resources, finance, business... to statistics stored over many years of use. to predict the future plans of the business.

2. Meaning of Dashboard for businesses

Dashboard helps businesses track performance and evaluate effectiveness in many different aspects such as human resources, finance, recruitment... Some important roles that Dashboard brings are:

• Track and measure practical results: Instead of learning based on discrete data, Dashboard helps administrators monitor visually based on charts, figures and indicators related to business activities. joint.
• Make decisions easily and accurately: Thanks to Dashboard, administrators always capture and manage activities taking place in the business. From there, decision making will happen faster and errors will be minimized.
• Transparency in information sharing: Dashboard helps create consensus and trust among employees in the business. At the same time, Dashboard also helps create an open, interactive and synchronous working environment.
• Set plans and build new goals : Dashboard provides detailed data, helping businesses determine their goals and actual ability to achieve them.

3. Steps to build a professional Dashboard

Nowadays, using Dashboard seems to have become an indispensable part of business information management activities. Therefore, setting up a complete Dashboard is also becoming more and more demanding.

Businesses can rely on the 5 steps to build a Dashboard that 1C Vietnam summarizes below to own a scientific control system in the business:

3.1 Identify goals and objects

First, administrators need to define clear goals through questions such as: What to use Dashboard for? What do businesses want to achieve when building a Dashboard? From there, businesses will gain maximum value from their data dashboard.

For example: A business builds a Dashboard based on the goal of tracking monthly revenue, managing project progress, and tracking general performance metrics.

After determining the goal, administrators need to continue to determine who will use the Dashboard with the following two main issues: Who are they? What are their rights when using the Dashboard?

For example, a CEO wants to get an overview of the business's operations, while a project manager will need to track the progress of each specific project.

3.2 Choose the right data type

Based on the target and target audience, the administrator should determine what data is important and necessary to serve the overall goals of the business such as: Data on revenue, conversion rate, number of orders, inventory... At the same time, in this step, the administrator also needs to clearly identify the main data source for the Dashboard, which can come from SQL database, CRM system, Excel file...

3.3 Select chart and layout

Choosing the right chart for the data is the next important step when building a Dashboard. Based on available data, administrators need to choose appropriate charts such as: Column chart, line chart, pie chart... Besides, the information that needs to be arranged must be arranged scientifically. Learning, logical and intuitive, ensuring readers can easily follow.

3.4 Build and customize Dashboard

To build a Dashboard, administrators can use tools such as: Microsoft Power BI, Tableau, Google Data Studio,... then customize and set colors, fonts, and icons to suit the brand. brand of the business.

3.5 Check and complete

After completing the above steps, administrators need to check the data used to build the Dashboard and check the display on many devices such as computers, mobile phones, tablets... to ensure Guarantees absolute accuracy.

In addition, administrators should not ignore collecting feedback from users of the Dashboard template to promptly edit and optimize the Dashboards.

4. Popular types of Dashboards today

Dashboards are currently divided into 7 separate types, each type of Dashboard serves its own purpose and audience.

4.1 Business Dashboard (Business Analysis)

Companies cannot make solid decisions without data. At this time, the business analysis table will have the effect of storing all different types of data such as: Sales, management, finance, human resources, marketing... Thereby, the business analysis table provides Provides administrators with important data to create strategic plans and select ideas.

4.2 KPI Dashboard (KPI tracking table)

The KPI tracking panel quickly, visually displays the performance of key data points and depicts progress toward ultimate goals.

4.3 Executive Dashboard (Professional executive dashboard)

This is a table that specifically presents the business situation, helping businesses visualize important data for the executive team. Typically, this table often represents high-level data to provide leaders with transparency into business operations and performance, thereby making informed decisions, planning and evaluating performance. more effective.

4.4 Performance Dashboard

Expert dashboards can be used to track everything from business performance to the performance of individual campaigns. At the same time, boards are also useful for marketing, finance, human resources, advertising and many other business groups.

4.5 Project Dashboard (Project management panel)

When managing a large plan/project, this Dashboard is an effective tool for administrators to track and share project progress with their team. At the same time, the project management panel also provides a complete view of the project status, details and important data.

4.6 Website Dashboard (Dashboard)

Dashboards play a big part in website performance management, helping to track data like overall traffic, total active users, e-commerce activity, sales, and revenue. Above all, this dashboard also provides a clear, comprehensive view of business metrics whether the business's website is simple or complex.

4.7 Operations Dashboard

This dashboard helps administrators monitor the daily business activities of the business. Although created on a weekly or monthly basis, activity dashboards provide real-time activity insights every time a user uses the dashboard.

By monitoring and analyzing the current business situation, managers can minimize risks, identify areas for improvement, optimize operational processes and gain competitive advantage. painting.

5. Golden rule when creating a Dashboard

When building a Dashboard , administrators need to follow some of the following golden principles to improve work performance as well as enhance user satisfaction.

• Less is Better

The first thing when creating a Dashboard is to ensure that the information provided is just enough to process, not too much. At the same time, putting all the data into the Dashboard will take a lot of time, the developer only needs to briefly grasp the situation of the business, then filter it and put it into a report.

• Identify the correct object

Paying attention to the readers of your report is extremely important. Only when a report has an audience it becomes meaningful because different audiences will contain different information and presentation. If the author correctly identifies the subject and presentation, it will attract readers to want to read it a second time.

• Leave a comment

A Dashboard with only a table and graph is not enough, the creator needs to add comments and assessments based on their own feelings to increase accuracy, making the article more valuable.

Currently, some business management software has the ability to create detailed Dashboards, making it easier for administrators to read reports. Prominent among them is the business management software 1C:Company Management.

Dashboard in 1C:Management software is a powerful tool that helps businesses track and analyze data visually and effectively. Displays key metrics in charts, graphs, and tables, allowing you to customize the look and apply flexible filters.

Dashboard updates data in real time and integrates from various sources, providing alerts when needed. Thanks to advanced analytics tools and trend forecasting capabilities, Dashboards help improve decision-making, save time, increase transparency and control, thereby improving business efficiency.

Above is the entire content to learn about what a Dashboard is , types of Dashboards and how to build a complete Dashboard that any business is interested in. Thereby, 1C Vietnam hopes that this article will bring a lot of useful information. We wish your business success in applying and building Dashboards!