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Getting started with dashboards

Learn how to create and work with dashboards so you can analyze all your organization’s data in real time and make informed business decisions.

Getting started

 Tip: The following article contains essential steps for choosing and creating the right widget type for your business. Before moving on to creating new widgets, we encourage you to read it.

Keeping track of your business activities is easy with our easy-to-use dashboards. Data from Fireberry is automatically pulled into the boards, allowing you to easily manage your CRM.
Fireberry offers several dashboards based on extensive research into what business owners need.

The default dashboards are displayed on the left side of the screen. You can customize them according to your needs, or build a new dashboard, where each of the objects in the system can be graphically displayed.

In the top bar – click Dashboards, and then click Add dashboard.

The following window will appear:

In this window, you can customize your dashboard according to viewing permissions and the dashboard pattern.

To finish, click Save

Congratulations! A new dashboard has been added. The board will stay empty until a widget will be added.

When working on widgets, you can insert new changes, export data to Excel, or delete them. In order to do so, click the relevant icon on the widget's right side.

 Tip: Before adding a new widget to your dashboard, it is important to Identify the exact analysis or insights you want to gain from the chart. For example, if you want to compare between groups of records, a Pie widget can be useful. For identifying particular trends, a line chart can be the right widget type for your business. Once you select the right widget type, you can start converting your data into useful insights and use your widgets to make informed business decisions.

When should I use each type of widget?

Which widget type will best fit your business needs? Learn how to adapt the dashboard to your specific needs and gain essential insights quickly.

Bar / Column widget: 

A bar chart is used when you want to show a distribution of data points or perform a comparison of different values across different subgroups of your data. From a bar chart, we can see which groups are highest or most common, and how other groups compare against the others.

To be able to get an optimal insight of your data, follow these steps:

  1. Choose the chart and data that match the target audience (sales representatives, account managers, customer support, etc.).
  2. The chart should contain enough information to stand on its own and present “the whole picture”.
  3. Use clear, concise tags.
  4. Avoid using too many data points in the chart.

Table:

A table widget is structured for organizing and displaying information, with data arranged in columns and rows. Tables make it easy to compare pairs of related values. Use the table to look up one or more particular values, or if you want to examine a set of quantitative values as a whole.
For identifying trends (such as total revenue growth), use other types of widgets rather than tables.

Pie chart:

The Pie chart provides a quick and easy way to illustrate numerical proportion. The arc length of each slice is proportional to the quantity it represents and to other slices.

When comparing the slices of a pie chart, it can be difficult to distinguish the difference in size between them; that is why we represent each slice with a different color, and if you hover over a slice, you will see its percentage.

Pie charts are good when:

  1. The size of one big part is compared to the size of several smaller parts accumulated together.
  2. A slice of pie is compared to the entire pie.

KPI table:

Key Performance Indicators, or KPIs, are visual measures of how well a business is performing. Using different KPI types, you can measure success based on specific business targets.

In the KPI table, we can display multiple parameters in a matrix format. When these parameters are calculated together, the user can gain powerful insights into the performance of the business. 

Line chart: 

Line widgets are usually less visually appealing for analytics, but they allow comparing groups of records and showing their differences. For example – a grouping of two users total monthly meetings. 

It is also a great tool to monitor and track business trends (growth, decline, changes within a given timeframe, etc.). 

Parameter:

Easily track your KPIs and calculate the success rate of goals you have set for yourself using the parameter widget.

The parameter displays one data type of your choice. For businesses that wish to highlight specific parameters and monitor every movement associated with them, it is very useful to place several parameters side by side as separate widgets.

Other helpful resources

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Still need help?

Go to our YouTube channel to watch tutorials and learn more about the system.