Custom Dashboards

What are Custom Dashboards and what are they for?

In Birdie, Custom Dashboards function as personalized interfaces that allow teams to visualize and analyze data according to their specific needs. Using Widgets — such as text blocks, charts, and tables — users can create dashboards that highlight the most relevant metrics and insights for their objectives. This customization ensures that teams can focus on the most important data, facilitating strategic decision-making.

Benefits of Custom Dashboards

• Faster and more efficient analysis: Consolidates frequently used charts and visualizations into a single interface;

• Improved collaboration: Facilitates the sharing of information between teams;

• Better data presentation: Improves communication and alignment between stakeholders;

• Focus on important data: Reduces time spent navigating through multiple pages

Types of available Widgets

Widgets are the main components of Birdie's Custom Dashboards, allowing you to display data in different formats:

• Text Blocks: Perfect for notes, explanations, or highlights of important insights;

• Charts: Visual representations, such as bar and line charts, to illustrate trends and patterns;

• Numbers: Highlight a specific metric for quick and constant monitoring;

• Tables: Structured display of data for detailed analysis.

Step-by-Step Guide to create a Dashboard

1

Create a new Dashboard

Locate and click on the option to create a "new dashboard", available in the dashboards section.

2

Switch do Edit mode

3

Name and description

• Name: Enter a descriptive title that reflects the purpose of the dashboard;

• Description: Provide a brief summary of the dashboard's objectives.

4

Add widgets

Add the widget using the "+ Add content" button, then configure it:

• Type: Which visualization to use, line, bar, AI prompt, etc.

• Title & Subtitle: A clear title that indicates the content or purpose

• Breakdown: How to subdivide the view, when applicable

• Metric: What aggregation to show.

• Filter: Apply relevant filters to customize the displayed data

• Etc...

Advanced features for analysis

• Period and Temporal Aggregation:

• Dashboard Period: Set a specific analysis period (e.g., last 6 months)​;

• Temporal Aggregation: Group data by day, week, month, or year​;

• Widget Aggregation: Each widget can have its own temporal configuration​

• Available interactions:

• Tooltips: Hover over chart elements for detailed information​;

• Interactive legend: Click on legend items to hide/highlight data series​;

Example

Scenario: Create a dashboard to monitor customer satisfaction with credit cards.

Dashboard: "Satisfaction - Credit Cards" Included Widgets:

• Number Widget: "Current NPS" - shows the most recent NPS score;

• Chart Widget: "Satisfaction Evolution" - timeline with monthly trend;

• Table Widget: "Top 5 Problems" - list of most reported problems;

• Text Widget: "Main Insights" - summary of key findings.

Best Practices

• Use descriptive titles that reflect the purpose of the dashboard;

• Combine different types of widgets for a complete view;

• Apply relevant filters to personalize the displayed data;

• Take advantage of temporal configurations for granular analysis;

• Use text blocks to contextualize the presented data.

Common Questions

• Can I share dashboards with other teams? Yes, Custom Dashboards facilitate the sharing of information between stakeholders.

• Can each widget have different filters? Yes, each widget can be configured independently with its own filters and aggregations.

Read also

• [How to use filters in Birdie]

• [Dashboard Widgets]

• [How to create custom charts]

• [Birdie Platform Overview]