Step 3: Planning Your Dashboard

Dashboards put data sources into charts, tables, and other visualizations called widgets. These widgets can be organized onto pages of the dashboard. For each dashboard, you can have multiple pages. From there, you can create unlimited dashboards, unlimited pages, and you can add up to 24 widgets on a single page of Dashboard.

When creating a dashboard, you have the luxury to add unlimited widgets in a single page and create hundreds of pages of the dashboard, as per your need.

But should you be adding hundreds of widgets on each page and hundreds of pages on each dashboard? You may be asking yourself the following:

• How many dashboards are too many for a single project?
• How many pages are too many for a single dashboard?
• Can a page get so saturated with widgets that a new page is preferable?
• How do I know if the widgets I want to add are necessary, or if there’s another way to organize my data?

Optimizing and carefully designing your dashboard becomes all the more important. For better usage of pages and widgets in the dashboard, you should be targetting:

• One dashboard per project with a maximum of 5-7 pages, assuming:
  • 1 page for executives
  • 1 page for directors/managers
  • 1 page for the managers’/directors’ direct reports
• Beyond that, there may be 1 page for ticket reporting

This would bring us to five pages, giving some wiggle room for extra pages based on unique reporting objectives and key drivers. For example, it may make sense to roll up several Dashboards projects into a single dashboard to better represent a substantial business driver. If a widget, or a page, doesn’t represent a driver, then rethink the element.

Managing Dashboard Pages

Adding A New Page

You can add multiple pages to your individual Dashboard. This allows you to arrange your dashboard as per your need. Follow these steps to add a page to the dashboard:

1. Click on Add New Page icon on the bottom left of the screen

2. Enter the name of the page

3. Click on Save

Renaming a page

You can rename a page in your dashboard. Follow these steps to do that:

1. Click on the drop-down button on the page

2. Select Rename from the list

3. Edit the name and click on Save

Deleting a page

You can delete the pages on your dashboard. Deleting the page would also remove all the dashboard widgets on it. Follow these steps for deleting a page in your dashboard:

1. Click on the drop-down button on the page

2. Select Delete from the list

3. Select Yes on the popup

Moving a Page

With the dashboard pages, you also have the option to move them across. You can change the order of the page using the drag and drop technique. Drag the page you wish to move and drop it in the sequence where you wish to place it.

Comments on a page

You can add comments to the individual pages of the dashboard using the comment functionality. Click here to read more about comments.