Definition

Dashboard

Also called: data dashboard, BI dashboard.

A dashboard is a single screen that shows the key metrics and charts for a topic, so you can read the state of things at a glance.

A dashboard is a single screen that surfaces the key metrics and charts for a topic — sales, marketing, finance — so you can read the state of things at a glance instead of digging through raw rows.

What a good dashboard has

  • A small set of headline KPIs (three to six), not a wall of numbers.
  • One or two charts that show trend or breakdown.
  • A supporting table for the detail behind the summary.

The most common mistake is showing raw counts instead of the rate that matters — conversions instead of conversion rate, for example. The second is letting it go stale: a dashboard is only useful if it reflects current data.

You can build one from a file in one step with a CSV-to-dashboard tool. Keeping it current means connecting the source so it refreshes on a schedule, rather than re-pasting an export each week.

Build a dashboard from a CSV in one step — free: Financial Dashboard from CSV →

FAQ

Frequently asked questions

What is the difference between a dashboard and a report?
A dashboard is a live, at-a-glance screen you scan; a report is a structured, often scheduled document with narrative and detail. Many workflows produce both from the same data.
How many metrics should a dashboard show?
Usually three to six headline KPIs. Beyond that, the screen becomes a data dump and stops helping anyone make a decision.