A business intelligence dashboard is a data visualization tool that displays the current status of metrics and key performance indicators (KPIs) for an enterprise.
Dashboards consolidate and arrange numbers, metrics and sometimes performance scorecards on a single screen.
It's a functionality which we can chart or graph a simple report on CRM. Display or shows the values or numbers of records, accounts or leads in a way that a user can immediately understand in a simple glance.
How to set up a BI Dashboard?
1. On the Home page, expand Dashboard and click Business Intelligence Dashboards.
2. On the click Business Intelligence Dashboard page, expand the Actions button and a dropdown menu will show. Choose "Add Chart".
3. On the Chart List page, you can be abe to choose what type of chart you wanted to show on your dashboard base on the report you would like to chart.
- Pie Chart - A type of graph in which a circle is divided into sectors that each represent a proportion of the whole.
- Bar Chart - A bar chart or bar graph is a chart that presents Grouped data with rectangular bars with lengths proportional to the values that they represent.
- Line Chart - A line chart or line graph is a type of chart which displays information as a series of data points called 'markers' connected by line segments. It is a basic type of chart common in many fields.
- Column Chart - A column chart is a graphic representation of data. Column charts display vertical bars going across the chart horizontally, with the values axis being displayed on the left side of the chart.
4. On this example, let's say we chose to create a "Pie Chart". On the Chart List page, click +Add To Dashboard button.
5. On the Chart Configuration page, you have to configure your Data Source (this is to determine where would you like your Chart to pull data from). You can set some filters and determine the axes of your chart.
Th first thing to do is to select your Entity (This is the main base of your Chart wherein you decide where is the data is coming from either on Company, Contact, Lead, Opportunity and Campaign).
In this case, we use "Lead" entity.
6. Right after choosing entity, you will proceed to Group By, in which you can choose all the fields that belong to your entity (Lead in our case). Choose the field that you need to report chart with. In this case, we chose "Account Manager" field. This is your charts X-Axis.
6. After grouping by, you have the option of Aggregates you would like to use for your chart (how the chart will group your data). In this case, we use "Count".
7. In this example, I needed to count Account Managers on how many Leads they are assigned to. So I will count "BY" Lead ID. This is your y-axis.
8. After Choosing Lead ID, you have the option to create a Condition (wherein you can do a thorough filter on your Chart Report) just click +Condition. In this case, we are not adding a further condition so click "Save".
Note: Do not forget to name your dashboard (Height and Width are 300 by default). And naming your X-Axis and Y-Axis label. You can also check the 3D option if you want your chart to show in 3D.
9. When everything is set, your Dashboard will display in your BI Dashboard page.
As you can see, the image above show the Account Managers of your Leads and how many Lead counts they are assigned into.
If you will be needing to Edit, Remove, Download, Print or Email Chart, just simply hit the "Action" button above the chart and a dropdown menu will show.
This is the simplest and most basic way on how to set up a Dashboard Chart. You can also add a second y-axis on line charts, or change chart types once saved.