Client Reporting Dashboard: Best Practices to Integrate Multiple Data

Client Reporting Dashboard

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Actionable data, meaningful metrics, and impactful reports have all become the core needs for event and venue managers. All these terms are becoming extremely useful and real-time reporting has become a dominant feature among the leading venues.

Read More : Event Management Software

Customers frequently ask us for sample dashboards when they initially open an account with us to help them get started. Typically, we respond by directing them to the Dashboard Examples & Templates page on the website and assuring them that, if they so choose, they can use their data with them.

Many da offered to compile this tutorial to assist the readers and clients so they may rapidly have valuable data at their fingertips and to help them make wiser business decisions. However, some customers must design their dashboards to incorporate specific KPIs from scratch.

What is a real-time reporting dashboard?

Start by providing some definitions. A dashboard shows the data from your company in a visible format. The dashboard pulls data from a connected database. Your responsibility is to set up your dashboard to retrieve the data you want to see. With the increase in innovation, there is less need for your IT department and visual designers to create a dashboard. To achieve maximum achievement, you must master strategic thinking and logical reasoning. Assuming you’ve already done:

  • Data gathered
  • Cleaned the information you’ve gathered
  • Developed a variety of valuable metrics

Combined with various data sources, you can now move on to developing an understandable dashboard. To stay motivated, check the Salesforce dashboard page and look through the templates according to your sector, platform, and function. Several guidelines will assist you in designing an understandable dashboard if you wish to build one from the start.

Best Practices for Creating a Client Reporting Dashboard for Your Business with Specific Metrics

To build a user interface that is simple, easy to use, and effective, you should adopt a client reporting dashboard design strategy.

Identify the Organizational Objectives to Achieve with the Dashboard

The main goal of a real-time reporting dashboard is to build a connection between your goals for your consumers.

You must realize that not all available data is equally valuable for analysis. Then, consider data types and metrics that will address the objectives you want your dashboard to monitor or achieve.

When developing a dashboard, asking yourself questions about the function you want it to serve, and queries is the best place to start.

Think About Your Audience

The ideal dashboard layout should provide a comprehensive view of the underlying data and prioritize the information according to what users need to see. The metrics you provide on your dashboard should come together to tell the customer a complete story.

You can incorporate specific narrative-style components in your dashboards to:

Make sure people are aware of your KPIs and look for data representation that is overly simple or poor. Focus on your data’s key components and topics to make it easier for your audience to understand. To simplify understanding, employ terms, measurements, KPIs glossary, labels, legends, and graphs that the users are already familiar with.

Choose Useful Metrics

An excellent dashboard includes your company’s key performance metrics (KPIs). Choosing the best metrics to include in your dashboard design is more straightforward if your aim has been established and your end customers have been considered.

The measure you choose will determine your dashboards’ direction because they will offer visual insights relevant to a particular business area.

Select the Appropriate Type of Chart

Choose the appropriate data visualization formats. The wrong decision or a missing chart might negate all your hard work. Understanding the nature of the information you wish to display is the first step in selecting the appropriate chart type.

Depending on the purpose of the visualization, charts, and visualization for dashboards fall into one of four types.

Try Not To Clutter Up Your Dashboard

Dashboards shouldn’t be single-event static pages. Users might, for instance, need just one high-level KPI dashboard to click one button and get a more detailed dashboard.

Adaptive Dimensions

Users may access more data on the dashboard without sacrificing space or clarity because of the dynamic interaction between charts.

We configured dynamic interaction to show all the survey data in a single chart in the dashboard below. It enables users to dive into the data without having to display each combination on a separate chart on the dashboard.

Building many dashboards and connecting them in a web-like interface can sometimes be incredibly handy.

For illustration, your marketing division might need a:

  • Dashboard for revenue growth
  • Gross-profit tracking
  • Display of inventory turnover
  • Average conversion dashboard time


Although each dashboard would be distinct, linking them could be a good idea to make them easier to reach during marketing adjustments.


Like this, your staff can require more than 10 KPIs. If you want to make it easier to understand, you could wish to link many dashboards together.


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