A dashboard is a visual summary of important business information.
It can combine charts, tables, totals, and key metrics on one screen so a user can quickly see what is happening. A dashboard usually uses data from reports or other structured records underneath.
What Can a Dashboard Show?
- Bookings today or this month.
- Revenue or payments received.
- Occupancy or capacity use.
- Open tasks or work orders.
- Customer or membership activity.
- Trends across locations or time periods.
The best dashboard is not the one with the most charts. It is the one that shows the information the user needs to make a decision.
How Is a Dashboard Different From a Report?
| Term | Main Purpose |
|---|---|
| Report | Organizes and analyzes a chosen set of data. |
| Dashboard | Shows important results from one or more reports in a visual summary. |
See Report for the related term.
How Does Booking Ninjas Use Dashboards?
Booking Ninjas uses Salesforce-based reporting and dashboards across operational, customer, booking, and financial data. Its Custom Dashboards can be set up around different roles and metrics.
For the wider reporting area, see Insights.
Sources and Further Reading
- Salesforce Trailhead: Reports and Dashboards — defines dashboards as visual displays of data around a common theme.
- Booking Ninjas: Custom Dashboards — shows role-based dashboards, KPI widgets, filters, and visual reporting.