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:

Line — Illustrates trends and patterns over time through a continuous line visual representation.
Bar — Illustrates trends and patterns over time using vertical bars to show data distribution.
Horizontal bar — Similar to bar charts, but oriented horizontally for easier ranking of information.
Stacked bar — Shows the composition of categories by stacking multiple data series within each bar.
Comparison — Compares the performance of data groups over past periods.
Multi-series — Plots multiple data series together to reveal relationships and trends across groups.
Number — Highlights a specific metric as a single value for quick and constant monitoring.
Text — Perfect for notes, explanations, or highlights of important insights within your dashboard.
Table — Structured display of data in rows and columns for detailed analysis.
Custom table — A flexible, structured display of data that can be tailored to specific analytical needs.
Prompt — Allows you to add AI-powered prompts to generate insights dynamically.

Step-by-Step Guide to create a Dashboard

Create a new Dashboard

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

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.

Add widgets

Add the widget using the "+ Add widget" button, then choose a type to start configuring it:

General tab

Type: Which visualization to use, line, bar, AI prompt, etc.
Title & Subtitle: A clear title that indicates the content or purpose

Setup tab

Metric: What aggregation to show.
Breakdown: How to subdivide the view, when applicable
Limit: Choose a limit of breakdown items to be displayed.
Other configurations: Based on the type of widget you are configuring, items on the set up tab will vary.

Filter tab

Filter: Apply relevant filters to customize the displayed data
Temporal aggregation: Choose between Day, Week, Month or Year.
Advanced filters: Set up any type of advanced filters to improve your data visualization.
Ignore global filter: Toggle this option to make this widget ignore global filters configured on the Dashboard.

Customization tab

Series name: Change the name of the data series.
Series color: Change the color of the data series on the chart.

Advanced features for analysis

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.