How to Create a Perfect Business Dashboard With Scoro
One of the most beloved features in Scoro is the business dashboard.
Want to know why? Well, maybe it’s because you can add literally ANYTHING you want to monitor to your Scoro dashboard.
Or maybe because it gives decision makers as well as all other users an instant overview of their upcoming tasks and events, work performance, and other important KPIs.
We have users that have gone as far as to create Scoro dashboards with well over 50 metrics and widgets.
We wanted to bring the best practices of creating a perfect business dashboard to all our blog readers and users, so that you can build an informative KPI dashboard yourself.
Let’s start with the basics and move on to a step-by-step guide to creating your personal business dashboard.
What is a business KPI dashboard?
A business KPI dashboard collects, groups, organizes and visualizes company’s important metrics, providing a quick overview of business performance and expected growth.
See the complete list of resources that help to understand KPI dashboards.
KPIs are measurable metrics that evaluate factors crucial to achieving company’s goals and maintaining growth. A well-framed KPI helps managers to navigate between important business processes and shows whether an organization in achieving its key objectives.
Put in plain English: you can add numbers such as monthly new leads, completed projects, paid bills, monthly recurring revenue, etc. to a visual online dashboard and check these numbers to see how your business is doing.
How do dashboards work in Scoro?
Scoro dashboard uses the data that you have entered to Scoro’s system and displays it in a perfectly framed and visual way.
You can customize your Scoro dashboard to show you relevant information and KPIs by using metrics, widgets and graphs.
Metrics display numerical data, for example, the number of monthly new leads, project costs, outstanding invoices, the sum of weekly quotes, etc.
Widgets display your data in a list, for example, you can add to your dashboard lists of active projects, upcoming events, clients in debt, etc.
Graphs are, well, graphs. You can add graphics and charts to your business dashboard and see the growth or decline of particular indicators, such as monthly recurring revenue.
After you’ve customized your Scoro dashboard, it will look something like this:
Cool hacks you didn’t know
In Scoro, you’re never limited with a single dashboard shared by the entire team. It’s quite the opposite – you can create multiple dashboards for different purposes.
To give you a few ideas:
Executive dashboard – this dashboard is meant to be used by the company’s leadership. It might include various performance metrics as well as an extensive set of financial KPIs and graphs. The data on the executive dashboard is often too sensitive to be shared with a large team and is used for company-wide performance measurement.
Team dashboard – every business department or project team can create a KPI dashboard that’s shared with chosen team members. The team dashboard can include data about worked hours, completed projects, upcoming meetings, etc. Whatever you’d like to share with your team.
User dashboard – yeah, that’s exactly what you think it is. In Scoro, every single user can create a personal dashboard and customize it to their liking. A user dashboard can display information about their specific work tasks, upcoming meetings, task lists, work performance, etc.
KPI dashboards can also be created according to their purpose. For example, companies often create sales dashboards, marketing dashboards, project management dashboards, etc. You can do it as well!
Benchmarking and goals
Whenever you add a new metric to your dashboard, you can set a benchmark to it, meaning that next to the numbers on your dashboard, you can see an arrow indicating growth or decline.
Moreover, you can choose how you’d like the data to be presented. For example for the metric of “leads in the sales pipeline”, you can decide to see the total number of leads, the average deal size, margin, sum of all projected profits, and more.
(If you’d like, you can create multiple variations of the same metric that show different types of information)
See how this works?
Which widgets, metrics, and graphs should you add to your business dashboard?
Let’s assume for a moment that you’re still new to KPI dashboards and aren’t quite sure what data to add to your dashboard.
As mentioned before, you can add three types of visualizations to your Scoroboard: metrics, widgets and graphs.
Metrics signify business KPIs, such as sales conversions, budget deficit, monthly new client, etc.
Here are four articles where you can find over 70 different KPIs (metrics) to measure:
16 Measurable Sales KPIs for a Highly Informative Executive Dashboard
16 Essential Project KPIs That Benefit the Entire Team
Definite Guide to Tracking & Improving Your Digital Marketing KPIs
29 Popular Financial KPIs That Every Business Can Measure
Next up, let’s talk about widgets.
Widgets display your data as lists. They’re great for viewing your upcoming calendar events, projects in progress, tasks with upcoming deadlines, etc.
To add a new widget to your Scoro dashboard, you first need to bookmark a filtered list, so that you can later quickly add it to the dashboard. We’ll talk about it a little later.
Let’s not forget the graphs.
Graphs are visual charts that show your company’s financial performance, completed work broken down by activity types or users or new achievements in sales and customer acquisition.
Easy as pie, right?
Let’s get a little more technical now and see how creating a business dashboard works in practice.
First, you need to think about the purpose of the dashboard – is it going to be shared with a team, or is it for personal use?
Next, think about the data that you or your team actually need to see on the dashboard. It’s best to first list all the metrics, widgets, and graphs you want to include, and then add them to your dashboard all at once.
How to create a new business dashboard in Scoro
To create a dashboard, go to your Scoro site and click on the Dashboard sign. You can choose to create a new dashboard or configure the existing one.
If you don’t have the dashboard sign, go to Settings > My settings > Menu, and add the dashboard to one of your menus.
After you’ve clicked on the sign “+ New dashboard”, a configuration box will open.
First, give a name to your dashboard. You can choose whether you’d like it to be shared (the entire team has access to it) or leave the box unchecked to create a private dashboard.
If you check the box “Default dashboard,” it will become the dashboard you see on your Scoro site’s home page.
Next, you can start to add metrics, widgets, or graphs.
How to add new widgets and metrics to your dashboard
If you’d like to add a metric or widget, you first need to create a corresponding bookmark.
Bookmarks show the system which data you’d like to be displayed as a widget or metric. Bookmarks let you tap into creativity and create as many new dashboard items as you’d like.
You can’t add any metrics or widgets without creating a bookmark first.
Next, we’ll walk through the process of creating a bookmark. Don’t worry; it takes less than a minute.
Let’s say you’d like to create a metric for monthly new leads.
Go to Companies view, and filter the list so that it only shows the current month’s leads. (See the image below)
How to filter a list:
- Click on the feature in the main menu that’s data you want to filter (we chose Companies)
- Click on the three dots to have more filtering options
- Filter your list by dates, tags, categories, etc. – just as you like
After you’ve filtered a list, create a bookmark by clicking on the Bookmarks button and choosing “save as bookmark”.
You can bookmark any list and view in Scoro and add the metrics or widgets to your dashboard. Now that’s a high level of customizability, right?
Create a few bookmarks, such as your high-priority tasks, current week’s events, hours worked per week, deals closed in the current month, etc.
Although you always filter your lists, and they look like lists, you can turn the data into numbers while adding a metric to your dashboard.
Everything you need to know about adding metrics to your KPI dashboard
Alright, now that you’ve created a few bookmarks, let’s add these to your dashboard.
To add a metric, open your dashboard configuration box (see previous sections and learn how it’s done), and click on “+Add” sign.
After you click to add a metric, you can choose one from the Bookmarks bar. Simply click on the empty white box, and the menu with default options and your filtered lists pops up.
For example, let’s choose the bookmark “All projects on hold”.
After you choose a bookmark, you’ll see multiple options of what data to display.
You can choose to see the number of projects on hold, their actual and planned budget, etc.
Next, you can set a benchmark.
For example, if you can have the maximum of 6 projects on hold, you type in “6” and choose the red dot to show that it’s a limit.
This is how benchmarks look in practice:
To add a next metric or widget, click again on the “+Add” button.
All you need to know about adding metrics to dashboard
Let’s add a widget to display all your high priority tasks, so that you can see them right as you log in to your Scoro site.
First, you need to create a bookmark.
Go to your Tasks view, and filter the list to show only high priority tasks (don’t forget to click on the three dots to find more filtering options). Next, save the filtered list as a bookmark and name it “my high priority tasks”.
Go to your dashboard configuration box, and click on “+Add” and choose Widget. Click on the empty white box under “Bookmark:” and search for “my high priority tasks” bookmark.
If you want to add more widgets, graphs or metrics, click on the “+Add” button.
Multiple widget sizes
Look at the image below. Notice how all the widgets cover a different sized space of the dashboard?
You can change the size of your widgets by moving your mouse over the lower right corner of any widget, and simply drag it to the size you like.
After you click “Save”, the widgets start to display information as lists on your dashboard.
Things you need to know about adding graphs to dashboard
Adding graphs is the easiest part of creating a dashboard as you can use default reports.
If you don’t have the configuration box open yet, click on the “Dashboard” sign in the menu, choose “Configure dashboard”, and click on “+Add” button.
Choose to add a graph, and click on the empty white box to see all the optional graphs and reports.
For example, you can select the graph “Work report overview” and choose whether you’d like to see information about time spent by individual users, time devoted to various projects, etc.
Alright, now we’ve covered the basics.
What else should you know about business dashboards?
The way your data is displayed on your dashboard depends on the amount of information you insert to Scoro’s system or import from other tools (Scoro has many built-in integrations to create an automated data flow).
Tip: You can configure your dashboard anytime, add new metrics, widgets, and graphs, and drag-and-drop them to rearrange the order.
You can also change the size of your widgets by moving your mouse over the lower right corner of any widget in the dashboard configuration view.
Tip: Don’t forget to add benchmarks and deadlines to your widgets to bring more life to your dashboard!
Here’s another hack: make a copy of a shared dashboard to create quickly a new dashboard that you can modify to your liking.
To inspire you a little more, have a look at this Scoro dashboard.
As you can see, building a perfect project dashboard isn’t rocket science. You can easily create one for yourself by following the steps described in this guide.
If you’d like to try Scoro dashboards but aren’t currently Scoro user, you can get a free 14-day trial and check it out now.
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