Build a custom dashboard

See what matters to you at a glance. A step-by-step guide to building a dashboard around your metrics.

Tutorial

Tutorial

Your metrics, your view

A dashboard is only useful when it shows what you actually watch.

Pick the widgets that matter, arrange them how you think, and save the view, so the numbers you care about are one glance away, every day.

How to build one that helps

Question first

Decide what you need to know before you add a widget.

Few, telling metrics

Show the numbers that change what you do.

Arranged for a glance

Put the answer where your eye lands first.

Start with the question

A dashboard is answers, not a wall of charts

More widgets is not more insight.

It's easy to build a dashboard that shows everything and tells you nothing. The useful ones start from a question you ask often, how are we doing on X?, and put the answer where your eye lands first.

This guide helps you pick the few metrics that actually drive your decisions, arrange them for a glance, and leave the rest off the screen where it belongs.

Highlights

How to build it

Pick widgets

Choose the metrics you watch.

Arrange

Lay it out your way.

Save

Your view, ready every day.

Before you start

Design the questions before the widgets

A dashboard is a set of answers, so start by writing the questions: what do we check every morning, what would make us change plans this week, what does the boss ask before the monthly review? Widgets that answer none of those are furniture.

Give the layout a reading order. Top-left is prime real estate for the one number that summarizes health; trends support it below; detail tables go last. A dashboard scanned in five seconds gets opened daily, one that requires study gets opened before meetings only.

Set the time range and comparison deliberately: this week versus same week last month tells a story; an all-time line goes flat and hides everything. And prune quarterly, every widget someone stopped reading makes the remaining ones harder to see.

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