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πŸ“Š Mastering Dynamic Dashboards in Jugl: Build & Customize Real-Time Insights
πŸ“Š Mastering Dynamic Dashboards in Jugl: Build & Customize Real-Time Insights

This guide will walk you through how to build, customize, and optimize your Dynamic Dashboards in Jugl.

Updated over a month ago

Tracking workspace performance in real time is crucial for data-driven decision-making. With Jugl’s Dynamic Dashboards, you can create custom visual reports, apply filters, and choose from multiple chart types to track your team’s productivity, project progress, and key business metricsβ€”all from a single interactive dashboard. πŸš€


πŸ”Ž Why Use Dynamic Dashboards in Jugl?

βœ” Real-Time Tracking – Monitor workspace data instantly without waiting for reports.
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βœ” Customizable Charts – Choose from multiple chart types to display the most relevant insights.
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βœ” Advanced Filtering – Apply data filters to get the exact insights you need.
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βœ” Privacy & Sharing Options – Keep dashboards private or share them with selected users.

Businesses that use interactive dashboards improve their data-driven decision-making by 32% (Source: Gartner).


βœ… Step-by-Step: How to Build a Dynamic Dashboard in Jugl

πŸ“‚ Step 1: Create a New Dashboard

1️⃣ Log in to Jugl and navigate to Dashboard from the left-side panel.

2️⃣ Click on the dashboard name to start a new dashboard, click the +.

3️⃣ Enter a Dashboard Name (e.g., β€œSales Performance 2024”).

4️⃣ Choose the Privacy Setting:

  • General (Public) – Visible to all users.

  • Private – Restricted to admins (can be shared with selected users).

5️⃣ Click Save to create the dashboard.

Example: A marketing team creates a dashboard to track campaign performance across different regions.


πŸ“Š Step 2: Add & Customize Charts

Once the dashboard is created, you can add multiple charts to visualize your data.

1️⃣ Click β€œAdd Chart +” in the dashboard view.

2️⃣ Choose from different chart types:

  • Line Chart – Best for trends over time.

  • Bar Chart – Ideal for comparing categories.

  • Pie Chart – Visualizes proportions (e.g., task completion breakdown).

  • Funnel Chart – Tracks workflow progress (e.g., sales pipeline).

  • Waterfall Chart – Displays cumulative changes over time.

  • Radar Chart – Great for performance comparisons.

3️⃣ Rename the chart to make it relevant (e.g., "Task Completion by Priority").

Example: A project manager adds a Funnel Chart to track how many tasks move from Pending β†’ In Progress β†’ Completed.


πŸ“Œ Step 3: Customize Chart Data (X & Y Axes)

πŸ“ X-Axis (Data Categories) – Choose what to track horizontally:

βœ” Board – View tasks across different boards.

βœ” Status – Track workflow progress (Pending, In Progress, Completed).

βœ” Label – Filter tasks based on categories or tags.

βœ” Priority – View urgent vs. low-priority tasks.

βœ” Assignee – See who is working on what.

βœ” Client – Track orders or service requests by client.

βœ” Project – Monitor task distribution across projects.

βœ” Activity – Display user engagement metrics.

πŸ“ Y-Axis (Data Metrics) – Choose numerical values to track:

βœ” Task Count – View the total number of tasks per category.

βœ” Total Hours Spent – Measure workload distribution.

βœ” Service Cost – Track billing or revenue generation.

βœ” Sum of Numbers – Aggregate numerical values for insights.

Example: A sales manager builds a Bar Chart with:

  • X-Axis: Clients

  • Y-Axis: Service Cost

  • Insight: Compares revenue from different clients.

Pro Tip: Sort data by Ascending/Descending to quickly find trends and outliers.


πŸ“Œ Step 4: Customize Dashboard Layout

You can resize and rearrange charts for better visualization.

βœ” Drag & Drop charts to adjust positioning.

βœ” Resize charts to highlight key metrics.

βœ” Organize dashboards based on priority (e.g., KPIs at the top, secondary metrics below).

Example: A customer support team places a Radar Chart tracking response times at the top, followed by a Pie Chart of issue categories.


πŸ” Step 5: Set Privacy & Sharing Controls

πŸ“ Dashboard Visibility:

βœ” Public Dashboards – Accessible by all users.

βœ” Private Dashboards – Restricted to admins (can be shared selectively).

πŸ“ Sharing Private Dashboards:

βœ” Select specific team members to grant view-only or editing access.

Example: A finance team creates a private budget dashboard and shares it with accounting staff only.


πŸ” Best Practices for Using Dynamic Dashboards in Jugl

βœ” Use Multiple Chart Types – Different charts highlight different insights effectively.

βœ” Keep Dashboards Clean – Avoid overloading dashboards with too much data.

βœ” Update Filters Regularly – Adjust filters for monthly, quarterly, or yearly views.

βœ” Share Key Metrics with Teams – Keep everyone informed with real-time performance tracking.

Teams that use real-time dashboards reduce decision-making delays by 40% (Source: McKinsey).


🎯 Gold Catcher Takeaway: Turn Data into Action!

With Jugl’s Dynamic Dashboards, tracking tasks, sales, projects, and performance metrics becomes effortless. Custom charts, real-time filtering, and sharing options make it easy to turn raw data into actionable insights. πŸ’‘


πŸš€ Take Action: Build Your First Dynamic Dashboard in Jugl Today!

Now that you know how to create, customize, and optimize dashboards, log in to Jugl and start tracking your most important data in real time. Let’s Jugl it! πŸŽ‰

πŸ”— Need help setting up specific charts? Check out our other guides! πŸš€

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