How to maintain high competitiveness in the violent and competitive digital environment?  The answer is to track and evaluate your competitive performance over time. To best quantify employee performance and ensure timely and accurate data, the performance dashboard makes its debut.



What is Performance Dashboard

Companies can use performance dashboards to guide a variety of metrics, from checking the performance of a department/individual to monitoring the availability of business strategies for the global organization.

In addition, a performance dashboard allows companies to track all aspects of their daily activities. When indicators change, you can investigate the reasons behind them and make necessary changes to keep your business profitable.



Types of Performance Dashboard

Financial performance dashboard

The product performance dashboard provides data information on financial metrics and key performance indicators (KPIs) are given.

financial performance dashboard example
Financial Performance Dashboard (from FineReport)


Employee Performance dashboard

What is an employee performance dashboard? An employee performance dashboard is a data visualization tool for management, which is often used to measure employees’ performance, while helping business personnel track, measure, and manage the key activities and processes required to achieve business goals.

employee performance dashboard
Performance Management (from FineReport)
**click to enlarge**

Business performance dashboard & sample

Business performance dashboards assist in the cohesive rather than fragmented analysis of critical datasets, which ultimately results in sustainable commercial success in a competitive digital landscape.

Business Performance Dashboard (from FineReport)

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More Performance Dashboard Examples

In this section, I will show some performance dashboard examples. Through these performance dashboards, you can see how they present key data.

performance dashboard
Income Performance Dashboard (from FineReport)
java dashboard examples
Sales Performance Dashboard (from FineReport)


How to Create Performance Dahsboard?

Microsoft Excel is an excellent application for tracking, managing, and analyzing performance. There are also many software programs that specialize in dashboards, such as reporting tools, BI tools, etc. How could you choose the best tool for you?

If you are a student, I would recommend Excel as it is free and great for beginners to learn. The disadvantage is that it can’t handle large data volumes, and it’s more time-consuming.

If you are a business user and make dashboards for work, I suggest you choose a professional tool because the enterprise data volume is extremely large and requires better tool performance and development efficiency.



Create Performance dashboard in Excel

Microsoft Excel is an awesome application to track, manage and analyze performance.

Prepare & clean data

In order to create a performance dashboard in Excel, your data first needs to be imported into Excel. 

There are many ways to do this, with varying degrees of complexity. The simplest method is to copy and paste, but this method is very time-consuming if the amount of data is large.

If your existing spreadsheet is a bit disorganized, take some time to clean it up and make sure things are organized into the appropriate rows and columns. This step is the most troublesome and time-consuming.

Setup spreadsheets & charts

To create a dashboard, you need to have three separate worksheets (or tabs) in your Excel workbook. One worksheet is for saving raw data, one worksheet is for saving chart data, that is, only the data that needs to be entered into the different charts of the dashboard, and the last one is the dashboard tab where the various charts will appear.  

Excel has bar charts, bar charts, pie charts, line charts, scatter charts, waterfall charts, and more. You need to consider which charts to use to present your data and combine them for maximum effect.

I suggest you try creating a few different charts and look at the results to see which ones make the most sense for displaying your data in an easily digestible way.

Click the Dashboard tab of the worksheet, click the Insert button in the toolbar, and then select the type of chart you want from the menu.

Beautify, refine & repeat

You can beautify your chart by double-clicking on the chart area and then using the options on the toolbar to make changes.

A true Excel dashboard includes several different charts and gauges to display the data. So, to complete our dashboard in this example, we will go back and repeat all these steps for our other data columns.



Create Performance dashboard in Dashboard Software

I think it is wiser to use a professional dashboard tool to create a dashboard in the workplace.

First of all, software like FineReport supports multiple data access methods, you can import data from Excel files or link directly to your database. Because professional FineReport can support large data volumes, it is very efficient.

Secondly, FineReport has a large number of built-in charts and visual styles that you can simply apply to develop a variety of beautiful icons.

Oh, yes, FineReport also has many built-in dashboard templates that have been developed, which are the samples I showed above, and you can use them directly after downloading the software.

creat performance dashboard with FineReport
User-friendly Interface (from FineReport)

I think the best thing is that I can drill down and link the reports created by FineReport. What is drill-down and linkage?

Drill-down is a reporting capability that allows the user to go from a more general view of the data to a more detailed view at the click of a mouse. For example, you can drill down on these 10 conversions from age, and then drill down on dimensions such as gender and device used.

performance dashbord with drilling down
Dashboard drilling down

With FineReport the canvas style dashboard development interface is much simpler and easier to use, you don’t need to create multiple datasheets, just connect the data directly and drag and drop to work on it, if you are interested you can read this blog post-How Can Beginners Create a Great Dashboard?.



Conclusion

In this post, I introduce the definition, types of performance dashboards. I believe that performance dashboards are key to enterprise performance management and are a pivotal instrument in the digital transformation of enterprises. If you are a business user, welcome to FineReport, a professional, flexible, and powerful enterprise reporting tool.

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