Building dashboards is a process that requires detailed planning, understanding your business goals, and choosing the right visualization tools. By following the step-by-step guide below, you can create dashboards that help your business make informed, data-driven decisions.
Step 1: Defining Goals
The first step in creating a dashboard is understanding what business problems and goals you want to solve with it.
What issues should a dashboard address? For example, tracking sales, marketing campaign effectiveness, monitoring team productivity, or monitoring financial performance.
Who will use the report? These may be top managers, sales, marketing, operations managers or other stakeholders.
What KPIs are important for this report? Select the key metrics that costa rica email list are most important for assessing performance. For example:
For sales: sales volume, average bill, dynamics by region.
For marketing: conversion, customer acquisition cost (CAC), return on advertising investment ( ROI ).
For production: order lead time, productivity, number of defective items.
Step 2. Selecting data sources
First, you need to understand where the data will come from to form the analytical panel.
CRM systems .
ERP systems.
Applications for accounting and financial accounting.
Marketing tools, such as Google Analytics , Yandex.Metrica , Google Ads advertising accounts , Yandex.Direct .
Databases and tables (Excel, Google Sheets, SQL databases).
Make sure you have access to all the data you need. Check how it is structured, what format it is stored in, and how you can access it.
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