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Reports — Creating Dashboards
Reports — Creating Dashboards

How to create new custom dashboards within Analytics › Reports and how to modify the report layout and utilize the actionable data

Updated over a week ago

This article covers the following topics:

Users can create their own customizable Dashboards — including charts of different types — based on the data from the standard, pivot, and advanced reports ⤵

Charts can be added to an individual report and also added to a Dashboard to create a consolidated view of different metrics for your business. Available chart types include Pie Charts, Lines (single and multi), Columns (single, stacked, multiple), Bars (single and stacked) as well as system types such as Scorecard.

Dashboard layouts can be edited and the charts resized to create just the right view.

Click on an element of your Dashboard to drill down to the underlying actionable data.

Before creating Dashboards you’ll need to know how to create Standard Table and Pivot Table reports. These are covered in this article "Management Reports — Creating a Standard Report or a Pivot Table Report".

Helpful Hints

  • Reports are based on the data that you and your team have already entered into Pipeliner.

  • Reports are dynamic which means that as you change the information in Pipeliner, the Report that contains that information is automatically updating with the latest information.

  • Every Pipeliner user with the right to use Reports can create their own Reports and share reports with others. However, a user can only see data they have rights to in any Report. For example, if a user only has the right to see their owned opportunities, they will not be able to see any other users’ opportunities even when viewing an “All Opportunities” report.

How to Create a new Dashboard

Click on the “Analytics” menu and then select “Reports”. Click on the “Create New” button and choose “Dashboard” ⤵

Give your new Dashboard a name. You can also add a description so that any user accessing the dashboard will know what it intended to display. Finally, select a folder for your dashboard to live in and click on “Create” ⤵

Your new empty Dashboard will be created, ready for you to add charts and build your custom layout ⤵

Click on the “Add” button to start adding content ⤵

You can add a...

  • New Report — create a new report, enable a chart within the new report and add the chart to the Dashboard

  • New Report from Profile — create a new report based on an existing saved profile, enable a chart within the new report and add the chart to the Dashboard

  • Existing Report — select from existing reports and add the chart to the Dashboard or add the report data and create the chart in the Dashboard

  • Custom Chart — there are a small number of system charts — for Opportunities, this includes a chart that displays conversion rates from step to step

How to Create a New Report and add to Dashboard

Click on “Add › New Report” and then give your new report a name, add a description if you choose to, select a Folder for the report to be stored in, and then select the Record Type and which type of report table you are creating. Finally, click on “Create” ⤵

The new report will be added to the Dashboard as the first chart type which is Scorecard ⤵

NOTE: When you’re using a Scorecard chart type, note that you can also enable comparison by switching on “Show comparison”.

Pick the date to base your comparison on and then the Period to compare to ⤵

Sum and Average Values on Charts

When hovering over a graph, you can see the "Sum" (and also Average, if using the Average line). This is a really quick and easy way of viewing the total opportunity value for all owners when using a stacked column, for example ⤵

Percentages in Charts

When using pie, column, multi-column or bar charts, users can now select “Show percentages” (as well as, or instead of, “Show numeric values”) ⤵

Comparison of Values in Line Charts + Bar Charts

When using a Column or Line Chart, you can enable “Show Comparison” and choose to see just the "Previous" period or select custom options to compare your current results against. This is an easy way to visualise current performance vs previous periods ⤵

Whichever type of chart you choose, you now need to edit the "View Options" to start customising the report and chart.

In the “Chart” tab, change to the type of chart that you want to include in the Dashboard and Report.

In our example, we’re going to choose a Column chart with the Number of Opportunities in the Y-axis and the Owner in the X-axis

Click on the “Table” tab and select the columns you do (and remove those you do not) want to see when you click to view the underlying data for the report ⤵

Next click on the “Role” tab and make sure that all ticks are checked to ensure that the report will include all data not just your owned records ⤵

Click on the “Filter” tab to enable filtering and then enter your filter criteria in the Preset or Custom tabs.

In our example, we need a custom Filter to display only Opportunities where the Opportunity Created Date is in the current year

Add your target values and period under the “Target” tab for any target-based charts. Make sure you select “All Opportunities” to include all values in your target calculations.

NOTE: Remember to “Save” your layout whenever you see “Modified” in the Dashboard Settings

Clicking on “Open” will jump you through to the underlying report where you’ll see both the Chart and the Table that you selected options for. Click on “Back to Dashboard” to return to your Dashboard Layout ⤵

Properties” allows you to change the Name, Description or Folder for the report, “Share” gives you the option of making it “public” or sharing with specific colleagues and you can also select “Copy” or “Remove” from the additional options ⤵

If you select “Add › New Report from Profile”, you’ll be able to choose from a saved profile which means that your role and filter options will already be set for your report. Otherwise, the steps are the same as those described for “Add › New Report” ⤵

How to add an Existing Report to a Dashboard

Click on “Add › Existing Report” and you’ll then be prompted to browse through your report folders to find the report. Once you’ve found it, click on “Add” ⤵

If your report already contains a Chart, it will be added to your Dashboard Layout. If not, you’ll now need to set up your Chart options by clicking on the “Options” icon in the top right of the Chart space and selecting “Edit” ⤵

Switch on the "Chart" first of all ⤵

Then decide on the type of chart you want to use and the "X" and "Y" values ⤵

Check out the “Role”, “Filter” and “Target” tabs to make sure that the correct options are selected, and remember to keep saving your Layout.

Adding Charts to a Dashboard from a Report

When you’re working on a report, you can add a chart to your report using the “Chart” tab just as you do from a Dashboard ⤵

Once you are happy with your chart, you can add it directly to a Dashboard by clicking on the “Add to Dashboard” button ⤵

Search for the Dashboard you want to add the chart to and then click on “Add” ⤵

You’ll be able to click straight through to your Dashboard from the prompt, using the “Open Dashboard” option or you can carry on working on your report and review your Dashboard later ⤵

Copying a chart to add to your Dashboard

You can easily copy an existing report and chart and amend it.

This example is a copy of the “2021 Opportunities by Owner” chart. The chart type was then changed to Stacked Column and Fitness was added as the Segment ⤵

Printing a Dashboard

Click on the “Print” button to print your Dashboard to a pdf file. Choose your preferred PDF Settings including Orientation and Scale ⤵

The resulting pdf will be downloaded by your browser and can be accessed from the Downloads folder.

Sending a PDF of your Dashboard by email

Click on “Send” to create a one-off email with your Dashboard attached as a pdf ⤵

Or choose the “Schedule” button to send regular updated Dashboard pdfs to selected email addresses ⤵

For more information on Scheduling, click here.

Dashboard Settings

The Settings button allows you to “Save” your Dashboard and also gives you a list of all the charts included. You can also filter the entire dashboard based on the same users or sales units.

NOTE: This is a fantastic time-saver if you’re creating a general Dashboard looking at, say Opportunities, but you want to be able to share with different users or teams (units). This way you can copy the whole Dashboard and apply the filter at the whole Dashboard level rather than having to change the filter within each chart/report! ⤵

Sharing your Dashboard

By default, like everything else in Pipeliner, your new Dashboard is “Private” and is visible only to you. Click to share your Dashboard with every other user by selecting “Public” or with specific users by choosing “Custom” ⤵

When adding charts to a shared Dashboard, it can be easy to forget that you also have to share the report that the chart represents or other users will not be able to see that content on the Dashboard. We’ve added a warning message when there are discrepancies between the sharing options selected for the Dashboard and the reports used in it to remind you to set the sharing to the same options ⤵

Editing a Dashboard Layout

To change the layout of your Dashboard, click on “Edit Layout” ⤵

You’ll then be able to resize each chart ⤵

And move them around to get the layout you want ⤵

Don’t forget to “Save Layout” when you’re finished ⤵

Drilldown into Report Data from your Dashboard/Chart

Click on any element of a chart — either from a Dashboard or a Chart within a Reportto drill down to the underlying data

This is actionable data … "Select any" (or "All") records to access a full menu of actions to apply to the selected records ⤵

To work on the records, click on the “Open All in Detail” button. This will open the Detail of the first record with the left-hand pane already open to allow easy navigation from one to another so each record can be easily updated ⤵

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