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How to create a custom BVDash Dashboard
By: Ryan Malaluan; Editor: Geram Lompon
Do you often struggle to oversee your projects? Deadlines approach unnoticed, and suddenly, you’re overwhelmed by tasks, unsure of your project’s current status. Without proper tools, managing every aspect of your project can be daunting.
Imagine having all the essential data at a glance. A custom BVDash dashboard offers real-time insights tailored to your needs, replacing spreadsheets and reports with a clear, visual summary of your project’s health.
With BVDash, you can create dashboards that consolidate data from various tools into a clear, digestible format. By displaying only the most relevant metrics for your workflow, it helps you spot potential issues early and keep projects on track.
Ready to take control of your projects, make confident data-driven decisions, and respond effectively to customer feedback ?
Follow this guide to set up your custom dashboard in BVDash and enhance the effectiveness of your
Book a demo today and see firsthand how BVDash helps you track milestones and manage projects efficiently.
Juggling multiple projects, tight deadlines, and remote teams on a budget?
With BVDash, you get a real-time, 360° view of all your projects, eliminating guesswork and chaos.
BVDash sets itself apart from other CRMs through its focus on real-time project management, particularly for teams dealing with complex, multi-faceted projects.
What is a Custom Dashboard in BVDash?
A custom dashboard in BVDash offers a real-time visual display of essential project metrics, such as budget, schedule, issues, and resources, consolidated in one location. This personalization lets project managers focus on crucial data for swift and informed decision-making.
Reasons You Need to Know How to Create a Custom Dashboard
In project management, real-time performance tracking helps prevent missed deadlines, critical issues, or misallocated resources, which are often linked to unnoticed customer behavior. Custom dashboards in BVDash enhance control and foresight, assisting teams in monitoring performance efficiently and addressing challenges early.
Schedule a demo to experience how BVDash can simplify your
Juggling multiple projects, tight deadlines, and remote teams on a budget?
With BVDash, you get a real-time, 360° view of all your projects, eliminating guesswork and chaos.
BVDash sets itself apart from other CRMs through its focus on real-time project management, particularly for teams dealing with complex, multi-faceted projects.
- Stay on top of project metrics: A custom dashboard offers immediate insights into key data, helping preempt issues with an effective SWAS solution.
- Improve decision-making: Centralized information facilitates swift, informed decisions.
- Enhance stakeholder communication: Sharing custom dashboards informs all parties about project progress.
- Save time: Dashboards update automatically in real-time, consolidating critical data without manual report generation.
- Increase accountability: Displaying clear metrics helps maintain team accountability and improves customer satisfaction.
Leverage BVDash’s dashboard tools to tailor data displays, transforming them into software with a service and nurturing a strategic partnership with stakeholders. This ensures control and aligns your team with project priorities. Next, we’ll guide you through setting up your custom dashboard in BVDash.
Step-by-Step Instructions to Create a Custom Dashboard in BVDash
Creating a custom dashboard in BVDash saves time and enables smarter, data-driven decisions with significant cost savings. The setup process is simple, and soon, you’ll have a real-time overview of your project’s status, customized to your needs. Let’s get started on setting up your dashboard.
1. Lay the Groundwork: Log in and Select Your Project
Start by logging into your BVDash account and selecting the project for which you want to create a dashboard. Then, navigate to the “Dashboard” tab, which will serve as your control center for all project data.
2. Widget Wizardry: Build Your Data Blocks
Widgets are the core of your dashboard. Adding and configuring widgets allows you to display the key metrics you need to monitor, like budget, schedule, and team resources. Each widget acts as a window into the health of your project, ensuring you have the critical data front and center.
3. Perfect Personalization: Customize the Look and Feel
Once your widgets are in place, it’s time to make your dashboard yours. Customize the layout, colors, and arrangement to ensure the most important metrics are easy to spot. You can also make your dashboard interactive, allowing for deeper dives into specific data points with a click.
Now that we’ve outlined the process, let’s examine each step in more detail to see how you can create and configure your own BVDash dashboard.
Lay the Groundwork: Log in and Select Your Project
The first step is simple yet essential. Log into your BVDash account using your credentials. Once logged in, navigate to the project you need a dashboard for. The project list will appear on your dashboard homepage. From there, click on the project name to open it. Once inside the project, locate the “Dashboard” tab on the menu. This is where you’ll start building your custom dashboard.
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Pro tip: If you don’t see the “Dashboard” tab, check your project settings to ensure dashboards are enabled for the project.
Widget Wizardry: Build Your Data Blocks
Widgets are the building blocks of your dashboard, each representing a specific metric or data point. To begin, click the “Add Widget” button in the dashboard view. You’ll be prompted to choose from various widgets, such as budget tracking, issue management, or project schedule. Select the widgets that are most relevant to your project.
For example, choose the budget widget if tracking the budget is critical. From there, you can customize the widget further by setting parameters, such as budget variance or estimated completion time. Repeat this process for other important metrics, like resource allocation or schedule performance.
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Pro tip: You can rearrange the widgets by dragging and dropping them to create a layout that best suits your workflow.
Perfect Personalization: Customize the Look and Feel
Now that your widgets are set up, it’s time to personalize the dashboard. Click on the “Customize Layout” option to modify the appearance.
You can change the color scheme to match your project branding, resize widgets for better visibility, and even adjust fonts for readability. The goal is to make the dashboard informative and visually appealing.
Additionally, you can add interactive features to your dashboard. For instance, configure widgets so that clicking on any data point opens a more detailed report. This makes it easier to drill down into specifics without navigating away from the dashboard.
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Pro tip: Focus on the most important metrics to keep the design clean and uncluttered. Too much information can overwhelm and defeat the purpose of a quick-glance dashboard.
Key Considerations for Successfully Creating a Custom Dashboard in BVDash
While setting up a custom dashboard in BVDash is straightforward, keeping your data current is crucial. Outdated data can mislead and impair decision-making. Ensure regular updates to maintain accuracy.
Also, prioritize simplicity and ongoing support. Overloading your dashboard with excessive metrics can lead to confusion. Focus on essential data for clear, effective tracking.
Finally, consistently review and adjust your dashboard. As the project needs to shift, update the metrics accordingly to keep the dashboard functional and relevant.
Taking it to the Next Level: How to Maximize Your Dashboard’s Potential
Once you’ve mastered creating a custom dashboard in BVDash, enhance it by integrating additional tools and features, such as SWAS providers. Connecting BVDash with time-tracking or financial management software enriches your project’s performance metrics, offering deeper insights into project health.
Leverage BVDash’s reporting capabilities to auto-generate reports, streamline your reporting processes, and deliver consistent insight delivery and updates to stakeholders, supporting professional services.
Lastly, tailor dashboards to meet different stakeholder needs. Project managers may require detailed data, while executives or clients might prefer high-level overviews. Creating customized dashboards for various audiences ensures all stakeholders have the necessary information without overload.
Alternatives to BVDash for Creating Custom Dashboards
While BVDash excels in
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Monday.com, a notable SaaS provider, offers flexible dashboards with extensive integration options that can enhance existing revenue streams and appeal to emerging brands. Its ability to customize dashboards and integrate with numerous tools provides versatile solutions for teams needing comprehensive tool connectivity.
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Lastly, Asana stands out among other SaaS providers for its simplicity and intuitive use, which makes it ideal for smaller teams with straightforward projects. These platforms have unique strengths, including distinct analysis support and various SWAS solutions. Select one that aligns with your business model and project management needs.
Final Thoughts and My Experience With Creating Custom Dashboards in BVDash
Creating a custom dashboard in BVDash is a game-changer for managing project performance, especially when integrated with a SWAS provider. It centralizes crucial metrics, offering real-time insights into project health and enhancing control.
Over years of
A custom dashboard in BVDash is ideal for streamlined project management and focused oversight. User-friendly and versatile, it has proven essential for delivering projects successfully and on budget.
Get a demo of BVDash to discover its powerful features for easily managing complex projects.
Juggling multiple projects, tight deadlines, and remote teams on a budget?
With BVDash, you get a real-time, 360° view of all your projects, eliminating guesswork and chaos.
BVDash sets itself apart from other CRMs through its focus on real-time project management, particularly for teams dealing with complex, multi-faceted projects.
Key Takeaways
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A custom dashboard in BVDash offers real-time insights into your project’s key metrics, helping you manage effectively.
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Focus on adding widgets that reflect the most important data and keep the design simple for easy interpretation.
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Regularly update and customize your dashboard as your project evolves to ensure it remains relevant and useful, with the support of a dedicated account manager.
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Consider using integrations and reporting features to take your dashboard to the next level, enhance the customer experience, and create different dashboards for different audiences.
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Alternatives like TeamGantt, Monday.com, and Asana can also provide effective project tracking, depending on your needs.
With these takeaways in mind, you’re well on your way to mastering project management using dashboards in BVDash.
