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Help CenterAnalyticsNavigating Prebuilt Dashboards

Navigating Prebuilt Dashboards

Last updated November 1, 2023

Introduction: In today's data-driven world, dashboards have become an essential tool for visualizing and interpreting complex datasets. Prebuilt dashboards, in particular, offer users a quick and efficient way to gain insights without the need for extensive customization. These dashboards come equipped with predefined metrics, visualizations, and layouts tailored for specific use cases. This article provides a step-by-step guide on navigating these prebuilt dashboards, ensuring users can harness their full potential with ease.

Steps to Navigate Prebuilt Dashboards:

  1. Access the Dashboard Library:
  • Start by accessing the library or repository where prebuilt dashboards are stored. This could be on a cloud platform, software application, or a dedicated dashboard portal.
  1. Choose the Relevant Dashboard:
  • Browse through the available prebuilt dashboards and select one that aligns with your specific needs, be it sales analytics, website traffic, or financial metrics.
  1. Understand the Layout:
  • Familiarize yourself with the dashboard's layout. Identify key sections, widgets, and navigation menus to get a holistic view of the data presented.
  1. Interact with Visualizations:
  • Most dashboards offer interactive visualizations. Hover over charts, graphs, and tables to view detailed data points, trends, and annotations.
  1. Apply Filters and Segments:
  • Utilize built-in filters and segments to refine the data displayed. This could involve selecting specific date ranges, geographic regions, or product categories.
  1. Drill Down for Detailed Insights:
  • Many prebuilt dashboards offer drill-down capabilities. Click on specific data points or sections to delve deeper into granular data and gain more detailed insights.
  1. Export and Share:
  • If you need to share insights with colleagues or stakeholders, use the dashboard's export functionality. This could allow you to download data in various formats like PDF, Excel, or PNG.

Conclusion: Prebuilt dashboards offer a wealth of insights at your fingertips, eliminating the need for time-consuming setup and customization. By understanding how to navigate these dashboards effectively, users can quickly glean valuable insights, make informed decisions, and drive business success. As dashboard technology continues to evolve, staying adept at navigating these tools will be instrumental in staying ahead in the data-driven landscape.

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