PULSE Academy / Business Analytics

Build dashboards

Numbers, goals, charts, trends and lists over live work.

Intermediate · 7 minutes · Article

You'll learn to

• Create a dashboard
• Choose the right widget
• Share a dashboard safely

On Professional and above, create dashboards from widgets:

• Number and Goal (progress to a target)
• Bars and Donut (grouped by status, owner, project, stage…)
• Trend over 8 weeks (created vs finished)
• Progress battery (done / working / stuck / not started)
• List (the items themselves)

Sources include tasks, service requests, deals, leads, product items, projects and time logged, with filters such as open, overdue, due in 7 days, mine, or created this month. A shared dashboard only shows each viewer what their role allows.

Try it: start from the delivery template, then add a Goal widget.

Related

• Project health, workload and profitability
• Build your first dashboard