Our article presents crucial Tableau dashboard examples necessary for business intelligence. These interactive dashboards employ charts, diagrams, and actions to provide easily understandable data analysis. Currently, organizations of all sizes rely significantly on Tableau dashboards to facilitate data analysis across industries.
Dashboards in Tableau can cover multiple metrics, such as project management, healthcare, customer service, sales performance, and KPIs. Interactive Tableau dashboards allow you to analyze and customize data and share them with others. Therefore, developing a good understanding of these dashboards is crucial.
What is Tableau Dashboard
Tableau dashboard is a data collection, a graphical interface that points to data and allows them to be analyzed and compared meaningfully. In other words, it can be defined as an overview of information and graphs indicating performance data, for example, business. There are many moving parts in the industry, and a dashboard can help visualize all the events in an easy-to-understand and omni-comprehensive manner. Having all the data in just one place allows managers to make fast and effective decisions and identify new trends in real-time.
Tableau Dashboard vs Report
Both dashboards and reports are instruments used to facilitate data integration and visualization. Anyway, there are several differences, and it's fundamental to be aware of them in order to select the best method to manage your data.
Reports are related to a specific topic and usually provide in-depth information. On the other hand, dashboards in Tableau use a wide range of graphs and statistics to explain the general status of a situation.
Reports and dashboards also provide information differently. While reports are usually multi-page standard documents, dashboards are commonly presented on a single page allowing you to select the data you want to view.
Another difference consists in the purpose of the two types of representation. If reports are static and show specific moment information, dashboards are interactive and provide real-time data. For more detailed information, please read our article Everything you need to know about Tableau reporting.
Reports are related to a specific topic and usually provide in-depth information. On the other hand, dashboards in Tableau use a wide range of graphs and statistics to explain the general status of a situation.
Reports and dashboards also provide information differently. While reports are usually multi-page standard documents, dashboards are commonly presented on a single page allowing you to select the data you want to view.
Another difference consists in the purpose of the two types of representation. If reports are static and show specific moment information, dashboards are interactive and provide real-time data. For more detailed information, please read our article Everything you need to know about Tableau reporting.
Tableau Dashboard Benefits
There are a lot of Tableau dashboard benefits as they allow one to view a company's data immediately in a clear way. Through interactive graphs, charts, and tables, you can get a quick overview of business performance without manually analyzing a series of reports or spreadsheets.
Another key advantage is that the flexibility of the custom dashboards allows you to choose which information needs to be monitored and the level of data granularity. Moreover, the interactive Tableau dashboard can be integrated into the company's existing systems, such as the website and back-office platforms, and even be developed as stand-alone applications, always maintaining consistency with the guidelines, image, and brand identity.
Most of the time, dashboards in Tableau are intended as a purely analytical tool. Still, companies can transform them into practical and valuable means for communicating with heterogeneous audiences such as stakeholders, customers, or employees.
Another key advantage is that the flexibility of the custom dashboards allows you to choose which information needs to be monitored and the level of data granularity. Moreover, the interactive Tableau dashboard can be integrated into the company's existing systems, such as the website and back-office platforms, and even be developed as stand-alone applications, always maintaining consistency with the guidelines, image, and brand identity.
Most of the time, dashboards in Tableau are intended as a purely analytical tool. Still, companies can transform them into practical and valuable means for communicating with heterogeneous audiences such as stakeholders, customers, or employees.
How Tableau Dashboards Work
We can think of the dashboard as a kind of "summary" that assembles data from different sources in one place and presents it straightforwardly so that what is most important is instantly visible. Here are some of the features that a sample Tableau dashboard should have:
- Personalized. It should only contain the KPIs pertinent to the department, campaign, or process. To direct it, you can think about the main questions you want to answer. For example, what are the primary traffic sources to your website, how is the sales funnel working, or what are the 3 products that produce the most income.
- Visual. The idea of a dashboard is that you can obtain the information at a glance. Hence, the data is presented in graphs, and you must see quick indicators through color keys, up or down arrows, or highlighted figures.
- Practical. The primary function of a dashboard should always be to lead your team's actions. Therefore, you must provide the necessary information so everybody knows the following steps to improve the results. Accordingly, the information should be updated in all sources and displayed on the dashboard in real time.
Types of Dashboards in Tableau
There are seven types of Tableau dashboards, and each of them fulfills the function of serving a particular scale of the business with its attributions and what must be accompanied:
- Business Dashboards consolidate data from sales, finance, management, and more for informed decisions.
- Executive Dashboards provide executives with strategic insights to make informed decisions and plans.
- KPI Dashboards visualize key data points to track progress toward essential goals.
- Project Dashboards monitor project status, share updates, and assess development.
- Performance Dashboards track overall business or campaign success across departments.
- Website Dashboards monitor site performance, traffic, sales, and revenue.
- Operations Dashboards focus on daily business management and process visibility.
Top 10 Tableau Dashboards Examples
Look at the top 10 Tableau dashboard examples, delving into their complex features and functionalities.
- Sales Performance Dashboard
A Tableau sales performance dashboard is a tool that permits effective control of sales KPIs and monitors them in one central place while helping teams to reach sales goals through detailed analyses of sales performance, cycle lengths, and sales funnels. It should provide a perfect overview of the progress of the sales department by focusing on sales growth, sales targets, ARPU (Average Revenue Per Unit), CAC (Customer Acquisition Cost), and CLV (Customer Lifetime Value).
2. Marketing KPI Dashboard
A marketing KPI dashboard is a marketing analytics tool for marketing and sales teams. It allows you to track and report online marketing performance, informing marketing strategy and how to reach business objectives. A Tableau marketing dashboard allows a marketing agency to communicate their work's value to clients, explaining processes and decisions. It should include essential metrics such as Bounce Rate, CTR (Click Through Rate), CAC (Customer Acquisition Cost), and CLV (Customer Lifetime Value).
3. Healthcare Dashboard
A healthcare dashboard is a modern analytics tool to monitor healthcare KPIs dynamically and interactively. A typical example is a hospital KPI dashboard that facilitates healthcare professionals to access critical patient statistics in real-time to increase overall hospital performance and patient satisfaction. Healthcare analytics dashboard examples allow hospitals and other medical institutes to measure and compare metrics like patient satisfaction, physician allocation, ER wait times, and even the number of occupied beds.
4. CFO Dashboard (Chief Financial Officer Dashboard)
A CFO dashboard is a digital display tool that keeps everything visible and holds all financial information in one place. We're talking about company cash flow, revenue, financial risk data, views on net profit, balance sheet, and sales.
5. Website Analytics Dashboard
Web admins and digital marketers use website analytics dashboards to monitor the website performance in detail and visualize web data by tracking critical metrics such as time spent on site, unique page visitors, page views, traffic sources and bounce rate, website traffic, conversion rate, and session duration. The creation of web analytics dashboards requires blending data from multiple sources.
6. Project Management Dashboard
A project management dashboard displays key performance indicators for a project's overall performance and progress, like risk status, probability of risks and their impact, track of financial data, information on strategic alignment, and budget. It can also highlight problems requiring further attention, like time tracking, resources used vs. estimates, and ways to capture change requests and decisions. Tableau project management dashboard is ideal for individual departments that want to monitor the success of projects and campaigns.
7. Product Performance Dashboard
A product performance dashboard visualizes the KPIs related to the product's growth or success. It displays metrics, targets, results, and the gap between targets and results. It shows how many times referees are successfully being connected to matches, product growth, tracks the number of active referees per month, tracks the funnel a customer goes through, starting from viewing a product, then adding it to the cart and finally either purchasing the product or abandoning the cart.
8. Customer Service Dashboard
A customer service dashboard summarizes the organization's customer service experience and detailed reports on cases, agents, and topics. The reports show translated KPIs like active requests, authorized requests, escalated requests, volume of submissions over time, interview tone by agent, and agent metrics.
9. Call Center Performance Dashboard
A call center dashboard is a valuable reporting tool that presents essential metrics and KPIs. It enables managers and teams to monitor and improve performance. With this tool, you can easily track call center and agent-level data such as the total number of calls, average answer rate, interruption rate, average calls per minute, overall satisfaction score (in chart form), SLA constraints, call resolution percentage, and department-level data like call termination rate by department.
10. P&L Dashboard
A Profit and Loss Dashboard (P&L Dashboard) is a clear and concise display of a business's revenue, costs, expenses, profits, and losses during a specified period of time. It provides valuable insights into a company's financial performance in terms of revenue, income, expenses, profit, and loss for a given period and compares these figures to previous years.
How to create a Dashboard in Tableau
A Tableau dashboard is used to monitor and better understand data. However, the visual representation of a dashboard can vary considerably depending on what conditions you want to monitor and who you want to make it easier to understand. The type of dashboard you need depends on several factors, including who will use it, how it will be used, how often, and in what environment.
Let's see how to create a dashboard in Tableau:
1. Choose your target audience and determine what they need.
2. Collect relevant and accurate data for your dashboard to reach the target.
3. Control all the data information and make sure it is error-free.
4. Pick the best type of visualization between Tableau dashboard ideas like charts, maps, diagrams, graphs, tables, etc.
5. If it's your first dashboard, you may choose among Tableau dashboard templates the right one for your project.
6. Refrain from overloading your dashboard. Make sure to highlight the most critical data.
7. Select simple and basic colors for your dashboard.
8. Ask for feedback and use it to improve your design.
9. Update and adjust your Tableau dashboard as needed.
Please check our Tableau connectors and optimize your workflow with Tableau dashboard templates.
Let's see how to create a dashboard in Tableau:
1. Choose your target audience and determine what they need.
2. Collect relevant and accurate data for your dashboard to reach the target.
3. Control all the data information and make sure it is error-free.
4. Pick the best type of visualization between Tableau dashboard ideas like charts, maps, diagrams, graphs, tables, etc.
5. If it's your first dashboard, you may choose among Tableau dashboard templates the right one for your project.
6. Refrain from overloading your dashboard. Make sure to highlight the most critical data.
7. Select simple and basic colors for your dashboard.
8. Ask for feedback and use it to improve your design.
9. Update and adjust your Tableau dashboard as needed.
Please check our Tableau connectors and optimize your workflow with Tableau dashboard templates.
Conclusion
The modern world is inundated with enormous amounts of data that need to be collected, systematized, studied, and organized, and understandably. This data is robust, influencing our preferences and behaviors through algorithmic functions. With digital platforms serving as the primary means of communication, data has become more accessible than ever. Our article highlights prime Tableau dashboards examples of presenting data clearly and understandably with the charts that are concise and easy to read, facilitating quick user data assessment.