Custom dashboards combine selected reports or metrics into a view designed for a specific role, team, location, or management question.
A custom dashboard should be built around a decision, not around every available metric. The role viewing it determines which measures, filters, targets, and exceptions belong on the page.
What Should Be Defined Before Building a Dashboard?
- The role or team that will use the dashboard.
- The decisions the dashboard should support.
- The small set of metrics that answer those questions.
- Filters for time, location, team, or business line.
- Targets, thresholds, and exceptions that need attention.
Why Does Consistency Matter?
Each dashboard metric should use a stable definition and trusted data source so different viewers get the same answer when they ask the same business question.
What Should a Dashboard Emphasize?
A custom dashboard should emphasize the few trends, targets, exceptions, and comparisons that help its intended audience decide what to do next.
Where Does Booking Ninjas Fit?
Explore Performance Reporting and Advanced Analytics & Reporting.
What Should You Review Next?
Related reading: How Capacity Is Reported · How Maintenance Performance Is Measured.
Sources and Further Reading
- Booking Ninjas: Performance Reporting — covers KPI tracking, live dashboards, multi-location reporting, trends, and performance comparisons.
- Salesforce: Reports and Dashboards
- Salesforce Data Model Relationships
External references explain the underlying concepts; they do not imply Booking Ninjas requires or uses the referenced product.