> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shieldbase.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Build intelligent dashboards to monitor and visualize work progress

## 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.

<Info>
  Dashboards automatically update with the latest data from your Library and integrations.
</Info>

## Getting Started

### Video Tutorial

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

<iframe width="100%" height="400" src="https://drive.google.com/file/d/1xR8VMDWgdJ23C_ukILgsojNClLdSZVvM/preview" frameBorder="0" allow="autoplay; fullscreen" allowFullScreen />

## Build Your First Dashboard

<Steps>
  <Step title="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
  </Step>

  <Step title="Visualize Data">
    Selected reports appear as interactive visualizations
  </Step>

  <Step title="Organize Layout">
    Arrange reports for optimal viewing and analysis
  </Step>

  <Step title="Update Data">
    Click **Update Report** to refresh all data
  </Step>
</Steps>

## Organize with Tabs

Create a multi-tab dashboard for better organization:

### Method 1: Create Tab First

<Steps>
  <Step title="Create New Tab">
    Click to create a new tab with custom name
  </Step>

  <Step title="Add Reports">
    Select reports to add to the new tab
  </Step>

  <Step title="Repeat">
    Create additional tabs as needed
  </Step>
</Steps>

### Method 2: Move Reports to Tabs

<Steps>
  <Step title="Add to Default">
    Add reports to the Default tab initially
  </Step>

  <Step title="Create Tab">
    Create new tab or select existing one
  </Step>

  <Step title="Move Reports">
    Move reports from Default to specific tabs
  </Step>
</Steps>

## Dashboard Design Best Practices

### Layout Organization

<CardGroup cols={2}>
  <Card title="Logical Grouping" icon="layer-group">
    Group related metrics together (e.g., sales, marketing, operations)
  </Card>

  <Card title="Visual Hierarchy" icon="eye">
    Place most important metrics at the top or center
  </Card>

  <Card title="Consistent Styling" icon="palette">
    Use consistent colors and chart types for similar data
  </Card>

  <Card title="Clear Labels" icon="tag">
    Use descriptive names for tabs and reports
  </Card>
</CardGroup>

### Tab Organization Examples

<Tabs>
  <Tab title="Executive Overview">
    **High-level metrics for leadership**

    * Revenue trends
    * Key performance indicators
    * Goal progress
    * Critical alerts
  </Tab>

  <Tab title="Sales Performance">
    **Detailed sales analytics**

    * Pipeline metrics
    * Team performance
    * Product sales
    * Regional breakdown
  </Tab>

  <Tab title="Operations">
    **Operational efficiency metrics**

    * Production stats
    * Quality metrics
    * Resource utilization
    * Process efficiency
  </Tab>

  <Tab title="Customer Insights">
    **Customer-focused analytics**

    * Satisfaction scores
    * Support metrics
    * User behavior
    * Retention rates
  </Tab>
</Tabs>

## Pro Tips

<Warning>
  **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.
</Warning>

<Tip>
  **Update Regularly**: Click **Update Report** to refresh all reports in the Dashboard with the latest data from your Library.
</Tip>

<Info>
  **Organize by Topic**: Grouping reports by topic (e.g., sales, marketing, customer service) makes information easier to scan and digest.
</Info>

## Advanced Features

### Real-time Updates

Configure automatic data refreshes:

<Accordion title="Auto-refresh Settings">
  * Set refresh intervals
  * Configure data source polling
  * Enable real-time streaming
  * Set up alert notifications
</Accordion>

### Interactive Elements

Dashboards support interactive features:

<Accordion title="Interactive Capabilities">
  * Click-through drill-downs
  * Filter applications
  * Time range selections
  * Cross-report filtering
</Accordion>

### Sharing and Permissions

Control dashboard access:

<Steps>
  <Step title="Set Visibility">
    Configure public or private access
  </Step>

  <Step title="Assign Permissions">
    Control who can view or edit
  </Step>

  <Step title="Share Links">
    Generate shareable dashboard URLs
  </Step>

  <Step title="Embed Options">
    Embed dashboards in other applications
  </Step>
</Steps>

## Common Dashboard Types

### Operations Dashboard

<Accordion title="Components">
  **Purpose**: Monitor daily operations

  **Reports to Include**:

  * Production metrics
  * Quality indicators
  * Resource utilization
  * Issue tracking
  * Performance trends
</Accordion>

### Sales Dashboard

<Accordion title="Components">
  **Purpose**: Track sales performance

  **Reports to Include**:

  * Revenue trends
  * Pipeline status
  * Conversion rates
  * Team quotas
  * Product performance
</Accordion>

### Marketing Dashboard

<Accordion title="Components">
  **Purpose**: Measure marketing effectiveness

  **Reports to Include**:

  * Campaign performance
  * Lead generation
  * Channel analytics
  * ROI metrics
  * Engagement rates
</Accordion>

### Executive Dashboard

<Accordion title="Components">
  **Purpose**: Strategic overview

  **Reports to Include**:

  * Company KPIs
  * Financial summary
  * Department performance
  * Strategic goals
  * Risk indicators
</Accordion>

## Best Practices

<CardGroup cols={2}>
  <Card title="Start Simple" icon="seedling">
    Begin with essential metrics, then expand based on needs
  </Card>

  <Card title="Test Performance" icon="gauge">
    Ensure dashboards load quickly with optimized queries
  </Card>

  <Card title="Mobile Friendly" icon="mobile">
    Design dashboards to work on all screen sizes
  </Card>

  <Card title="Document Purpose" icon="book">
    Include descriptions of what each metric means
  </Card>
</CardGroup>

## Integration with Other Features

### Use with Workflows

Automate dashboard updates:

* Schedule report regeneration
* Trigger alerts based on metrics
* Export dashboard snapshots
* Distribute via email

### Use with Chatbots

Enable conversational analytics:

* Ask questions about dashboard data
* Get explanations of metrics
* Request specific views
* Receive proactive alerts

### Use with Reporting

Enhance dashboard capabilities:

* Create custom reports for dashboards
* Combine multiple data sources
* Apply advanced analytics
* Generate predictive insights

## Troubleshooting

<Accordion title="Reports not updating">
  * Check data source connections
  * Verify report configurations
  * Click Update Report manually
  * Review integration settings
</Accordion>

<Accordion title="Performance issues">
  * Reduce number of reports per tab
  * Optimize underlying queries
  * Use data aggregation
  * Consider pagination
</Accordion>

<Accordion title="Layout problems">
  * Check screen resolution
  * Adjust report sizes
  * Reorganize tab structure
  * Test on different devices
</Accordion>

## Dashboard Checklist

Before publishing your dashboard, ensure:

<Steps>
  <Step title="Data Quality">
    ✅ All data sources are connected and current
  </Step>

  <Step title="Visual Design">
    ✅ Charts are readable and properly labeled
  </Step>

  <Step title="Organization">
    ✅ Reports are logically grouped in tabs
  </Step>

  <Step title="Performance">
    ✅ Dashboard loads within acceptable time
  </Step>

  <Step title="Permissions">
    ✅ Access rights are properly configured
  </Step>

  <Step title="Documentation">
    ✅ Metrics are clearly defined and understood
  </Step>
</Steps>