Estimated reading time: 8 minutes
In this article, you will learn how to use Dashboards to collect data from your processes and optimize your operation.
Navigate through the topics:
1. How to create a Dashboard
Access the Dashboards tool on your pipe's header.
Click on create dashboard.
Then, click on Add chart to build your Dashboard with information from your process.
Before starting, let's understand which kind of data you can collect.
2. Metrics, dimensions, and time
The data that composes your charts are:
These are quantitative data or numerical values that can be counted, such as:
Lead time: how long a card was in a pipe (process)
Phase time: how long a card was in a phase
Number of cards, attachments, comments, and assignees
With metrics, we can calculate the sum, average, accumulated, minimum, and maximum value of numeric fields in cards and database records connected to the pipe.
📌 The main difference between sum and running total is: while sum shows the total amount sold per month, for example, the running total shows the SUM of a specific month plus the previous months in the criteria. Therefore, the running total will tell you all the deals sold during the previous year and how that evolved over time.
These are the qualitative data from your pipe, which does not involve calculations or mathematical functions within a Dashboard.
It includes all the pipe's fields and the database connected to it, such as card titles, labels, current phase, or the name of an assignee. The only exception is connection fields, which are not collected by the tool.
📌 As there are no limits on the amount of dimensions in charts, but be careful when adding them because this can make it difficult to read and parse. If you need to use many dimensions, we recommend viewing your chart in table format.
Enter a time range in your analysis, which can be relative to the last 7 days, the last month, all-time (since the pipe's creation), etc.
Choose different time ranges to filter your data and get more specific insights into certain periods.
Add filters to find specific information and add it to your charts. For example: finished at → equals → specific date.
3. How to create charts
As we have seen, metrics, dimensions, and time compose charts. So these are the 3 elements you need to select to create one.
Here are some examples:
In a purchasing process to get the total amount spent by department, you can set the total amount spent as a metric and the payment method as a dimension.
In a recruitment process, confirm how many candidates were approved last month, using total number of cards as metrics, and current phase as dimension. Add a filter where the final phase is equal to offer accepted.
In a Sales pipe, verify each vendor's performance selecting the total number of cards as metrics and the assignee's name as dimension.
Add a filter with each vendor, select number as view mode and confirm if your goal was reached or not.
To measure how many cards were completed late, add a tag to them indicating the delay when reaching the SLA. Then, select the total number of cards as a metric, add the final stage and the label as filters.
4. Chart types
When creating a chart, choose how to view your data: lines, bars, areas, pie, charts, numbers, and more.
The ideal type of chart may vary according to the information you are analyzing. Let's see an example:
If you chose the total amount sum as a metric, the payment method as a dimension, and the time period is from all time, in the table format, the chart looks like this:
And in pie format, like this:
It is also possible to edit the type of value displayed on the charts, such as percentage, value, amount, or whatever best fits your scenario.
When you are ready, just click Save chart and preview it in the Dashboard.
5. Drill-downs: what they are and how to use them
Drill-down is chart detailing that adds a “second layer” in your analysis while including all cards which are a part of it.
To use the drill-down, click on the chart you previously configured and select the columns (information) you wish to see.
📌 Drill down is only available during graph editing.
6. Edit or delete charts and Dashboards
You can also edit and delete pre-existing (1) charts and (2) Dashboards. Click on the three-dot button and select the desired option.
To find a specific chart, use filters adding a period of time.
📌Important: This search will only show graphs with a previously defined time.
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