What is a dashboard in business intelligence?

A dashboard in business intelligence (BI) is a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be viewed and understood at a glance. Dashboards organize, store, and present key performance indicators (KPIs), metrics, and critical data sets to provide a quick overview of the company's current performance.

What are the advantages of a business intelligence dashboard?

A BI dashboard makes data analysis easy and painless by empowering your whole team to make quick and informed decisions based on real-time data sets. Freeing up IT and finance to concentrate on more valuable ad hoc requests. Dashboards,built into a business intelligence platform can help steer your organization away from sharing business data in excel spreadsheets and static reports, improving data management and security.

How do organizations use dashboards for business intelligence?

Organizations use dashboards within business intelligence software to monitor business performance, track progress against goals, identify trends, make predictions, and uncover actionable insights. Dashboards are an important business intelligence tool that help business users to review various metrics and data visualizations, enabling them to respond quickly to changes, and communicate results effectively across departments.

How do I create a business intelligence dashboard?

To create a BI dashboard, start by identifying the key metrics that align with your business goals. Choose a BI tool that integrates smoothly with your ERP software and multiple other data sources and offers a level of self service functionality and customization that empowers everyone to use the software effectively - not just the data analysts. Design your dashboard layout to present data clearly, using charts and graphs for visual appeal. Ensure it's interactive for deeper analysis, and keep it user-friendly for all team members. Test and refine your dashboard based on feedback to ensure it effectively supports data driven decision-making.

Business Intelligence Dashboards

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Automate reporting

Accessible, accurate, fast

When you have all business data centralized in one analytics platform, along with the ability to set up automated alerts and reports, delivering your findings is so much simpler. Clearly show your insights using a dashboard that provides at-a-glance clarity. Send it directly to the intended inbox or tag the right people or teams within the Phocas platform. Easing the reporting burden and ensuring teams are proactive when it comes to opportunities or risks.

Human-friendly BI dashboards

Build the view you want to see by customizing dashboards to suit your needs. Include any data and visual analytics, then revise as you see fit — all without the help of IT.

Shareable

Insights can lead to impactful change when communicated to the right teams. Easily collaborate with others by creating favorites, saving queries and “@” mentioning team members. You can also apply permissions to ensure only the relevant people are viewing certain data.

Easy to understand

With so much important information in one comprehensive, graphical view, your business will wonder how it was possible to clearly view, understand and make better decisions before dashboards.

Frequently asked questions

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Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and analytics… We can guide you. Let’s see if we can help.