How to automize a workflow with advanced charts and dashboards application

In the world of business and analytics, data plays a crucial role in making important decisions. Visualization tools such as charts, graphs, and dashboards are used to understand data better and make informed decisions. 

What types of dashboards and charts exist

Charts and dashboards are graphical representations of data that can be used to show trends, compare data, or show relative proportions. Some of the most common types of charts include:

• Line charts - are used to show changes in the values of a variable over time. They are often used to show trends, such as changes in sales over time.

• Bar charts - are used to compare the values of a variable between several categories. For example, you can use bar charts to compare sales of different products in your company.

• Pie charts - used to show relative shares. For example, a pie chart might show what percentage of sales were made in a particular region.

Dashboards are sets of graphs, charts, and tables that show key performance indicators of a company. They allow you to visualize data and provide a broader view than individual charts. It can be used to monitor performance, track goals, and plan business strategies.

Many dashboards include financial, sales, marketing, operations, and others. Each type is designed to display a company's specific performance metrics.

For example, a financial dashboard might contain information about financial metrics such as profits, losses, budgets, and cash flows. A sales dashboard might show the number of sales, average checks, conversion rates, etc. A marketing dashboard can include information about traffic, conversions, cost of customer engagement, etc. An operational dashboard can display data on production capacity, resource efficiency, latency levels, etc.

Regardless of the type of chart or dashboard used, the key is to present the data intelligently. Data visualization should be clear and easy to interpret to facilitate decision-making. Therefore, when creating charts and dashboards, you need to consider the audience, purpose, and context in which these tools will be used.

‍

The functions they perform

On the technical side, charts and dashboards are tools for visualizing data and presenting information in a clear and user-friendly format.

Charts are usually created using specialized libraries and software tools that allow you to generate graphical elements such as charts, graphs, pie charts, etc. Chart data can come from various sources, including databases, Excel files, APIs, etc.

On the other hand, dashboards are usually created using specialized software tools that allow you to combine data from various sources and display it in a user-friendly format. Dashboards can include multiple widgets such as graphs, tables, text boxes, etc., which can be customized and linked to quickly display data.

Regarding function, charts and dashboards can perform different tasks depending on business needs. They can be used to monitor performance, track sales, manage resources, predict trends, etc. In addition, they can be configured to automatically alert users of potential problems and delays in processes, allowing you to react quickly and correct the situation.

‍

What problems do charts and dashboards solve

Charts and dashboards are powerful tools that help businesses solve many problems. Here are some of them:

‍Resource Management: Dashboards and charts can help businesses manage their resources, such as money, time, people, etc. That allows a company to use its resources more efficiently and increase productivity.

Planning and Strategy: They can help businesses develop plans and strategies based on data analysis. Also, their use can help identify trends, predict future events, and make fact-based decisions.

Identifying potential problems: They can help businesses identify potential problems and risks. That allows the company to take steps to prevent them or reduce their possible impact.

Improve communication: Dashboards and charts can help improve communication within a business by allowing employees to share information quickly and efficiently. They can also help enterprises to understand customer needs and expectations better.

‍

Workflow automation with advanced charts and dashboards

In today's dynamic business environment, workflow automation is becoming increasingly necessary for businesses of all sizes. By automating repetitive tasks and streamlining business processes, companies can save time, reduce costs and increase efficiency. It's also a convenient way to display and process collected data.

The first step in automating a workflow is identifying which one can be automated. The workflow should be well-defined, with clear inputs and outputs. Defining the metrics that need to be tracked is also important. Metrics such as time-to-completion, task completion rate, and error rate can help businesses measure the effectiveness of the workflow.

The next step is to choose the right tools for automating the workflow. There are several advanced charts and dashboard applications available in the market, each with its own features and capabilities. Businesses should choose a tool that meets their specific needs and is easy to use. Some popular advanced chart and dashboard applications include Tableau, Power BI, and Google Data Studio.

When it comes to developing custom charts for a finished product or business idea from scratch, it's important to understand what requirements they must meet. Selecting appropriate chart types and configuring data visualizations are important to ensure that the insights generated by the dashboards are easy to understand and act upon. For example:

• Ease of use
• Compatibility with existing systems
• Cost
• Customization options
• Support and training
• Which metrics are most important?
• Which chart types will best represent the data?
• What colors and visualizations will be used?
• What level of detail is required?

The next step is to connect data sources to the advanced charts and dashboards. This stage can involve integrating existing systems or importing data from spreadsheets or databases. Once the data sources are connected, the application can start to generate real-time insights into the workflow. It is important to ensure that the data is accurate and up-to-date.

The dashboards should be monitored in real-time to ensure the workflow runs smoothly. The metrics generated by the dashboards can help businesses make informed decisions and take corrective action if necessary. Real-time monitoring can also help identify issues or bottlenecks in the workflow, allowing them to make changes quickly.

To ensure the success of workflow automation with advanced charts and dashboard applications, businesses should follow some best practices. These include regularly reviewing the workflow and its metrics to identify areas for improvement, ensuring that the dashboards are easy to understand and act upon, and involving stakeholders in the automation process.

‍

Summary

Automating workflows with advanced charts and dashboard applications can help businesses save time, reduce costs, and improve efficiency. By following the steps outlined in this guide and adopting best practices, businesses can make the most of workflow automation and gain valuable insights into their data. By automating repetitive tasks and streamlining business processes, they can focus on critical tasks, improve productivity, and stay ahead of the competition.