Your company has just invested in dashboard software capable of delivering valuable insights directly to your desktop, now what? The first step is to set up your corporate dashboard software so that you don’t miss out on any of those insights. Here’s what you need to know in order to get started:

· Decide what to track – One of the advantages of business dashboards is that you can customize them to suit your needs or job role. Where one manager may need to track sales by region, another may need to track shipments of raw materials, and another still may need to keep a pulse on equipment uptime and reliability. Your corporate dashboard can display multiple objects, so don’t limit yourself to just one key performance metric.

· Connect to the data source – Depending on the dashboard software you have, you may need to link the data source to your dashboard. Some software makes this a simple matter of drag and drop while other applications require some technical finesse. In addition, you may be able to create dashboard objects on data from external data sources such as government or supplier databases. Depending on the source, you may also need credentials to access the database.

· Determine how to display your desired information – Next, experiment with the different ways you can display data on your dashboard. For example, does a bar chart make the most sense or would a thermometer, gauge, or trend line be more appropriate (KPI Dashboard from InetSoft).

· Arrange your dashboard objects – Since your corporate dashboard can contain numerous objects, you’ll also want to experiment with its layout. Which objects are the most important? Which are secondary? Which are interesting, but not essential? Prioritize your objects and place the most important ones in a prominent position such as the upper left. Use secondary pages for less important or less frequently needed objects.

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