In the guides section you find more information on best practices, design tips and suggestions for creating effective dashboards, data insights and business intelligence. Learn about types of dashboards or check out dashboard examples for inspiration.
The guides below split into five groups. General dashboard and business intelligence best practices cover principles that apply regardless of which tool you use. Design and metrics guidance gets specific about layout, chart choice, and which numbers actually belong on a dashboard. The Excel group is the most detailed — templates and step-by-step guidance for building a dashboard by hand with PivotTables and slicers, and for pulling that same structure into Sprucely.io instead. PowerPoint guidance covers presenting a dashboard live rather than pasting a screenshot into a slide. SaaS reporting patterns are for teams embedding dashboards in their own product rather than sharing a hosted link.