The ability to analyze and interpret large amounts of data is crucial for making informed decisions. Dashboard templates have emerged as powerful tools that enable organizations to visualize and understand complex data sets effectively. This article explores the various aspects of dashboard templates, from their definition to their customization options. By the end, you will have a comprehensive understanding of how these templates can enhance your data analysis capabilities.
Understanding Dashboard Templates
Dashboard templates are pre-designed frameworks that provide a visual representation of data. They are essentially a collection of data visualization components, such as charts, graphs, tables, and gauges, that are organized in a visually appealing and user-friendly manner. They enable users to quickly grasp the overall performance of their business or analyze specific aspects of their data. These templates are flexible and adaptable, allowing users to customize them according to their specific requirements.
When it comes to data visualization, dashboard templates offer a wide range of options to choose from. Users can select the most suitable charts or graphs to represent their data accurately and effectively. Whether it's a line chart to show the trend over time, a bar graph to compare different categories, or a pie chart to illustrate proportions, dashboard templates provide the necessary tools for visualizing data in a meaningful way.
The Importance of Dashboard Templates in Data Analysis
One of the key advantages of using dashboard templates in data analysis is the ability to customize and personalize the visualizations. Users can choose different color schemes, fonts, and layouts to match their brand identity or personal preferences. This level of customization not only adds a touch of uniqueness to the dashboards but also helps in creating a more engaging and visually appealing user experience.
Moreover, dashboard templates often come with interactive features that allow users to drill down into the data for deeper insights. By clicking on specific data points or filtering the data based on certain criteria, users can uncover hidden patterns or relationships that may not be apparent at first glance. This interactivity enhances the analytical capabilities of the templates and empowers users to extract valuable insights from their data.
The Anatomy of a Dashboard Template
When it comes to a dashboard template, there is more than meets the eye. While it may seem like a simple collection of charts and graphs, there is a whole world of functionality and design that goes into creating a truly effective dashboard. Let's dive deeper into the key components that make up a dashboard template.
Key Components of a Dashboard Template
A dashboard template typically includes the following components:
Charts and Graphs: Visual representations of data that allow for quick comprehension and analysis make it easier to identify trends and patterns.. These can range from simple bar charts to complex heatmaps, depending on the type of data being presented.
Key Metrics: Summarized information that provides insights into the overall performance of the business via key performance indicators (KPIs), such as revenue, customer satisfaction, or website traffic. The goal is to quickly assess the health of the business and make data-driven decisions.
Filters and Parameters: Tools that enable users to manipulate and explore data based on specific criteria allow for drilling down into the data and extracting valuable insights. For example, users can filter data by date range, region, or product category to focus on specific segments of the business.
Data Tables: Detailed displays of quantitative information that support in-depth analysis lets users perform complex calculations, compare different data points, and identify outliers. While charts and graphs provide a visual representation of the data, data tables offer a more granular view, via data, calculated metrics, or even aggregated data.
Alerts and Notifications: Features that highlight significant changes or events in the data keep users aware of importance shifts in the data. These alerts and notifications can be triggered by predefined thresholds or specific conditions. For example, if the revenue drops below a certain threshold or if there is a sudden increase in customer complaints, the dashboard template can send an alert to the user.
How Dashboard Templates are Structured
Dashboard templates are structured in a way that optimizes data presentation and user experience. They often incorporate features such as:
Organized Layouts: Clear and logical arrangement of components facilitate navigation. A well-designed dashboard template will have a clean and organized layout, with components placed strategically to guide the user's attention.
Intuitive Navigation: Easy-to-use menus and interactive elements will allow users to explore different aspects of the data. A dashboard template should provide intuitive navigation options, such as dropdown menus, tabs, or clickable icons, for a seamless user experience.
Responsive Design: Templates that adapt to different screen sizes and devices make for a consistent user experience. The template should automatically adjust its layout and design based on the device being used. Whether it's a desktop computer, a tablet, or a smartphone, a responsive dashboard template will provide an optimal viewing experience for all.
Types of Dashboard Templates
Dashboard templates can be categorized into three main types based on their purpose and functionality: operational, analytical, and strategic.
Operational Dashboard Templates
Operational dashboard templates focus on monitoring the day-to-day operations of a business. They provide real-time updates and visualizations of key performance indicators (KPIs) related to operational efficiency and productivity. These templates enable managers and employees to track progress, identify bottlenecks, and make data-driven decisions to optimize operational processes. Its ability to provide alerts and notifications also helps with communication to the relevant stakeholders.
An operational dashboard template for a manufacturing company may display real-time data on production output, machine downtime, and quality control metrics. This allows managers to quickly identify any issues in the production line and take immediate action to resolve them. The template may also include visualizations such as line charts, bar graphs, and gauges to provide a clear and intuitive representation of the data.
Analytical Dashboard Templates
Analytical dashboard templates are designed for in-depth data analysis. They enable users to explore data from multiple angles, perform complex calculations, and uncover insights that drive strategic decision-making. These templates often include advanced data visualization techniques and interactive features that allow users to drill down into specific data segments or apply custom filters. They also incorporate advanced statistical analysis capabilities and let users perform calculations such as regression analysis, correlation analysis, and forecasting to gain deeper insights into the data.
An analytical dashboard template for a marketing team may provide a comprehensive view of marketing campaign performance across different channels and target audience segments. It may include features like interactive maps, heat maps, and scatter plots to visualize the geographic distribution of customers and their purchasing behavior. Users can then drill down into specific regions or demographic groups to analyze the effectiveness of marketing efforts and identify opportunities for improvement.
Strategic Dashboard Templates
Strategic dashboard templates focus on high-level strategic planning and performance tracking. They provide a comprehensive overview of key business metrics and help stakeholders monitor progress towards strategic goals. These templates typically incorporate performance scorecards, trend analysis, and comparative reports to aid in long-term decision-making. They also let users create and share executive-level reports, enabling stakeholders to communicate the organization's performance to key stakeholders and investors.
A strategic dashboard template for a financial institution may display key financial metrics such as revenue, profitability, and asset quality. It may also include performance scorecards that track the achievement of strategic objectives, such as market share growth or customer satisfaction improvement. Trend analysis features can help stakeholders identify patterns and anticipate future market trends, while comparative reports enable benchmarking against industry peers or competitors.
How to Choose the Right Dashboard Template
Choosing the right dashboard template is crucial for maximizing the value of your data analysis efforts.
Understanding Your Data Analysis Needs
Identify the specific goals and requirements of your data analysis tasks. Determine the types of data you need to analyze, the key metrics you want to track, and the level of interactivity and customization that would benefit your analysis process.
Evaluating the Features of Different Dashboard Templates
Research and compare the features, functionalities, and user reviews of various dashboard templates. Assess factors such as ease of use, data visualization capabilities, integration with data sources, and the availability of customization options. Choose a template that aligns with your data analysis goals and provides a user-friendly interface.
Customizing Your Dashboard Template
Customizing your dashboard template allows you to tailor it precisely to your data analysis needs.
Adding and Removing Data Points
Easily include or exclude specific data points or metrics based on your analysis requirements. By focusing the dashboard on the most relevant information, you can reduce clutter and increase the visual impact of the data.
Adjusting Visual Elements for Clarity
Fine-tune the visual presentation of your dashboard by selecting appropriate color schemes, font styles, and chart types. Consider the audience and purpose of your analysis when making these adjustments to ensure clear communication of the data.
By understanding the different aspects of dashboard templates, you can leverage these effective tools to enhance your data analysis capabilities. Whether you need to monitor operational performance, conduct in-depth analysis, or track strategic goals, dashboard templates provide a visual and intuitive platform for efficient data-driven decision-making. Choose the right template, customize it to your specific needs, and unlock the full potential of your data analysis efforts.
Dash into the world of data analysis using Wrike's dynamic dashboard templates. Start a free trial and harness your data’s potential to drive informed business decisions.
Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.
Wrike Team
Occasionally we write blog posts where multiple people contribute. Since our idea of having a gladiator arena where contributors would fight to the death to win total authorship wasn’t approved by HR, this was the compromise.
How to Create a Kanban Board in Wrike Using Custom Statuses & Dashboard Widgets
If you've ever worked with a task management tool and wanted to customize your workflow in the tool to closely resembles how your team actually works, then you know not every tool out there offers that functionality.
Wrike does. Our Custom Statuses are unique features built into Wrike Enterprise that allow the creation of workflows tailor-made for your team. And when you combine them with the power of the Dashboard, you gain visibility into whatever slice of the work pie requires your focus. If you're wondering what is a dashboard in project management, it's a way to visualize your project's key deadlines, team member's workloads and tasks, for better project success.
We'll teach you how to set up insightful Dashboards using Custom Workflows, starting with a refresher on Custom Statuses.
What are Custom Statuses?
Custom Statuses allow you to describe the unique stages of your workflow in finer detail than the Wrike default task statuses. The intended sequence in which your teammates should use your Custom Statuses builds your Custom Workflow. You can create specific workflows for every team, and assign each Custom Workflow to be the default workflow for one or multiple folders in your workspace.
For example, you could build an Advertising workflow where a task's status goes from "planned" to "in process" to "peer review" to "client approval" to "published" — it all depends on your needs.
How Can Dashboards Help?
When you combine Custom Statuses and Dashboard Widgets, you gain instant visibility into just the right areas and processes you want to monitor with just a glance. If you notice bottlenecks often happening at the "client approval" stage, setting up a Dashboard to track these tasks gives you a chance to take action before long-term problems arise.
A Sample Dashboard with Custom Statuses
Here's how to create a useful Dashboard Widget using one of your Custom Statuses:
Start by navigating to the Folder or Project you wish to monitor. For many people, this will be a department or team folder containing tasks you need to watch. Let's say you want to create a Dashboard for marketing department tasks with the Custom Status "Pending Approval".
Get to the main Marketing Folder
Click the Filters icon to open Filters in the right panel
Find the Custom Workflow that contains the "Pending Approval" custom status and select only that status.
Go back to the center panel and click the three-dot menu button.
Select "Add to Dashboard" and choose the Dashboard where the Widget should live.
Name the Widget you've just created.
And you now have a Widget on your Dashboard showing all the tasks with the "Pending Approval" status! You can check it daily to see which tasks don't seem to be making progress.
Note: When tasks move from the “Pending Approval" status to a different status in their workflow, they will automatically disappear from the Widget, so you know you don’t have to worry about them anymore.
Create a Kanban Board With Custom Statuses
You can keep adding status-specific Widgets to one Dashboard and create your own Kanban board. Use the steps above to create a new Widgets for every status in your Workflow. Then, drag-and-drop them into the correct order on your Dashboard.
You can also combine multiple Custom Statuses into one Widget to track the many steps of a detailed workflow in bulk. For example, if you want to know the 4 main stages of work, one option would be to organize them like this:
Widget 1, name it "TO DO": Include all your "not-yet-started" Custom Statuses (E.g. Idea, Proposed, User Stories, Planned).
Widget 2, name it "DOING": Include all your active Custom Statuses (E.g. In Progress, In Design, In QA, Testing, In Review). Or separate the different stages as you see fit.
Widget 3, name it "REVIEW": Include all tasks waiting for feedback from other people.
Widget 4, name it "DONE": Include all your "completed" Custom Statuses (E.g. Completed, Published, Released, Done).
Create whatever Widget categories make sense for you and your Kanban tool. When you change the Custom Status of a task, say from To Do into Doing, then this will correspondingly move the task across your Widgets.
If you need more help setting up a Kanban board for your team, contact our Support team.
More Resources:
Help Page: Custom Statuses
Video Tutorial: How to Create Customized Dashboard Widgets
Help Page: Building Dashboard Widgets
How to Create an Approval Process in Wrike
Eager to Try Custom Fields and Custom Statuses?
Custom Fields and Custom Statuses are available to Wrike Business and Enterprise users. If you're not on Wrike Business or Enterprise yet, start a free trial to test-drive these customization features.
Have any lingering questions or need a little help? Contact our Support team.
Project Management
5 min read
Why a Project Management Dashboard Can Revolutionize Your Business
Project management dashboards give you accurate, live, and insightful information when you need it the most. Find out how your company could benefit with Wrike.
Project Management
7 min read
How To Get the Best Data Visualizations for Your Project
Data visualization software can help you present information in an accessible way and improve your projects. Here’s how to find the right tool for your team.
Get weekly updates in your inbox!
Start Enterprise Trial
Free 14-day trial, Easy setup, Cancel any time
Sorry, this content is unavailable due to your privacy settings. To view this content, click the “Cookie Preferences” button and accept Advertising Cookies there.
