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Overview

Build intelligent dashboards to get visibility and monitor work progress without needing data scientists. Shieldbase Dashboards combine multiple reports into a unified view for comprehensive business intelligence.
Dashboards automatically update with the latest data from your Library and integrations.

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Getting Started

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Video Tutorial

💡 Tip: Adjust video playback speed using the gear icon (⚙️) in the video player. We recommend 0.5x speed for detailed tutorials.

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Build Your First Dashboard

1

Add Reports

  1. Click Add Report to see available reports
  2. Only reports not already added will be shown
  3. Select reports to include in your dashboard
2

Visualize Data

Selected reports appear as interactive visualizations
3

Organize Layout

Arrange reports for optimal viewing and analysis
4

Update Data

Click Update Report to refresh all data

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Organize with Tabs

Create a multi-tab dashboard for better organization:

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Method 1: Create Tab First

1

Create New Tab

Click to create a new tab with custom name
2

Add Reports

Select reports to add to the new tab
3

Repeat

Create additional tabs as needed

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Method 2: Move Reports to Tabs

1

Add to Default

Add reports to the Default tab initially
2

Create Tab

Create new tab or select existing one
3

Move Reports

Move reports from Default to specific tabs

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Dashboard Design Best Practices

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Layout Organization

Logical Grouping

Group related metrics together (e.g., sales, marketing, operations)

Visual Hierarchy

Place most important metrics at the top or center

Consistent Styling

Use consistent colors and chart types for similar data

Clear Labels

Use descriptive names for tabs and reports

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Tab Organization Examples

  • Executive Overview
  • Sales Performance
  • Operations
  • Customer Insights
High-level metrics for leadership
  • Revenue trends
  • Key performance indicators
  • Goal progress
  • Critical alerts

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Pro Tips

Display Actionable Metrics: The numbers on your dashboard should prompt a question or an action. If a metric never changes or doesn’t influence a decision, it probably shouldn’t be on the Dashboard.
Update Regularly: Click Update Report to refresh all reports in the Dashboard with the latest data from your Library.
Organize by Topic: Grouping reports by topic (e.g., sales, marketing, customer service) makes information easier to scan and digest.

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Advanced Features

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Real-time Updates

Configure automatic data refreshes:
  • Set refresh intervals
  • Configure data source polling
  • Enable real-time streaming
  • Set up alert notifications

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Interactive Elements

Dashboards support interactive features:
  • Click-through drill-downs
  • Filter applications
  • Time range selections
  • Cross-report filtering

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Sharing and Permissions

Control dashboard access:
1

Set Visibility

Configure public or private access
2

Assign Permissions

Control who can view or edit
3

Share Links

Generate shareable dashboard URLs
4

Embed Options

Embed dashboards in other applications

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Common Dashboard Types

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Operations Dashboard

Purpose: Monitor daily operationsReports to Include:
  • Production metrics
  • Quality indicators
  • Resource utilization
  • Issue tracking
  • Performance trends

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Sales Dashboard

Purpose: Track sales performanceReports to Include:
  • Revenue trends
  • Pipeline status
  • Conversion rates
  • Team quotas
  • Product performance

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Marketing Dashboard

Purpose: Measure marketing effectivenessReports to Include:
  • Campaign performance
  • Lead generation
  • Channel analytics
  • ROI metrics
  • Engagement rates

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Executive Dashboard

Purpose: Strategic overviewReports to Include:
  • Company KPIs
  • Financial summary
  • Department performance
  • Strategic goals
  • Risk indicators

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Best Practices

Start Simple

Begin with essential metrics, then expand based on needs

Test Performance

Ensure dashboards load quickly with optimized queries

Mobile Friendly

Design dashboards to work on all screen sizes

Document Purpose

Include descriptions of what each metric means

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Integration with Other Features

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Use with Workflows

Automate dashboard updates:
  • Schedule report regeneration
  • Trigger alerts based on metrics
  • Export dashboard snapshots
  • Distribute via email

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Use with Chatbots

Enable conversational analytics:
  • Ask questions about dashboard data
  • Get explanations of metrics
  • Request specific views
  • Receive proactive alerts

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Use with Reporting

Enhance dashboard capabilities:
  • Create custom reports for dashboards
  • Combine multiple data sources
  • Apply advanced analytics
  • Generate predictive insights

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Troubleshooting

  • Check data source connections
  • Verify report configurations
  • Click Update Report manually
  • Review integration settings
  • Reduce number of reports per tab
  • Optimize underlying queries
  • Use data aggregation
  • Consider pagination
  • Check screen resolution
  • Adjust report sizes
  • Reorganize tab structure
  • Test on different devices

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Dashboard Checklist

Before publishing your dashboard, ensure:
1

Data Quality

✅ All data sources are connected and current
2

Visual Design

✅ Charts are readable and properly labeled
3

Organization

✅ Reports are logically grouped in tabs
4

Performance

✅ Dashboard loads within acceptable time
5

Permissions

✅ Access rights are properly configured
6

Documentation

✅ Metrics are clearly defined and understood
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