How do I customize a Dashboard?

Vault Dashboards offer extensive customization options to tailor data visualization to your team’s needs.

Key features include:

• Drag-and-Drop Widgets - Easily arrange and configure dashboard components for a personalized experience

• Role-Specific Configurations - Display relevant data based on user roles, ensuring that each team member sees the most pertinent insights

• Interactive Data Visualizations - Use charts, graphs, and key performance indicators (KPIs) to make data interpretation effortless

• Multi-Report Integration - Combine multiple reports into a single, unified view for a comprehensive analysis of your business data

For example, a sales manager can create a dashboard with multiple reports and visualizations that:

• Monitor individual and team sales performance

• Identify top-performing products or services

• Track progress towards quarterly and annual targets

Organizations can also use dashboards to monitor compliance-related information:

• Adherence to industry regulations via the submission of required documentation

• Real-time compliance reports for internal and external audits

• Identifying potential compliance risks early by analyzing trends in compliance discrepancies

With these capabilities, Dashboards enable teams to monitor performance in real-time, collaborate effectively, and take swift, data-driven actions. Learn more about customizing dashboards.

Select Next to learn about best practices when designing reports and dashboards.