Keeping track of your workspace’s performance, tasks, and team productivity can be overwhelming without the right tools. That’s where Jugl’s Custom Dashboards come in! 🎯
With fully customizable dashboards, you can visualize data, track progress, and monitor key metrics in real time. Whether you’re managing task completion, tracking project milestones, or analyzing performance trends, Custom Dashboards in Jugl make it simple and interactive. 🚀
🔎 Why Use Custom Dashboards in Jugl?
✔ Real-Time Data Tracking – Monitor workspace performance instantly.
✔ Fully Customizable Layouts – Choose the best chart types for your data.
✔ Advanced Filtering & Sorting – Drill down into specific team metrics.
✔ User Access Control – Set dashboards as Public or Private and manage permissions.
Companies that use interactive dashboards improve their decision-making efficiency by 35% (Source: Gartner).
✅ Step-by-Step: How to Create a Custom Dashboard in Jugl
📂 Step 1: Access the Dashboard Section
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., “Sales 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 channels.
📊 Step 2: Add & Configure Charts in Your Dashboard
Once the dashboard is created, you can add charts to visualize key metrics.
📌 Adding Charts to the Dashboard
1️⃣ Click “Add Chart +” within the dashboard.
2️⃣ Choose from various chart types, including:
Line Chart – Best for tracking trends over time.
Bar Chart – Ideal for comparing categories.
Pie Chart – Helps visualize proportions (e.g., task breakdowns).
Funnel Chart – Great for tracking workflow progress.
Waterfall Chart – Displays cumulative changes over time.
Radar Chart – Used for comparing multiple variables at once.
3️⃣ Rename the chart to match your insights (e.g., "Task Completion by Priority").
Example: A sales team adds a Funnel Chart to track how many leads move from "Contacted" → "Negotiating" → "Closed Deals."
📌 Step 3: Configure Chart Data (X & Y Axes Settings)
📍 X-Axis (Data Categories) – Choose how to categorize the data:
✔ Board – View tasks across different project boards.
✔ Status – Track workflow progress (Pending, In Progress, Completed).
✔ Label – Filter tasks based on categories or tags.
✔ Priority – Compare Urgent vs. Low-Priority tasks.
✔ Assignee – See who is working on what.
✔ Client – Track orders or service requests by client.
✔ Project – Monitor task distribution across multiple projects.
📍 Y-Axis (Data Metrics) – Choose numerical values to track:
✔ Task Count – View the total number of tasks in a category.
✔ Total Hours Spent – Measure workload distribution.
✔ Service Cost – Track billing or revenue generation.
✔ Sum of Numbers – Aggregate numerical values for insights.
Example: A customer service manager builds a Bar Chart with:
X-Axis: Assignee
Y-Axis: Task Count
Insight: Compares task load across team members.
📂 Step 4: Sharing & Managing Dashboard Access Permissions
📍 Dashboard Visibility Options
✔ Public Dashboards – Accessible by all users in the workspace.
✔ Private Dashboards – Restricted to admins (can be shared selectively).
📍 How to Share a Private Dashboard
1️⃣ Click Share Dashboard in the settings.
2️⃣ Select the users who should have access.
3️⃣ Choose between View-Only or Edit Permissions.
4️⃣ Click Save to apply access settings.
Example: A finance team creates a private revenue dashboard and shares it with executives only.
Pro Tip: Use Private Dashboards for sensitive data, like financial reports or client contracts.
📊 Step 5: Using Filters & Sorting Options in Dashboards
Filtering data helps you focus on specific tasks, teams, or workflows.
📌 Available Filters in Jugl Dashboards:
✔ Filter by Board – Focus on tasks from a specific project or department.
✔ Filter by Assignee – View only tasks assigned to a specific user.
✔ Filter by Status – Track tasks marked as Pending, In Progress, or Completed.
✔ Filter by Priority – Identify high-priority vs. low-priority tasks.
📌 Sorting Options:
✔ Sort by X-Axis (Ascending / Descending)
✔ Sort by Y-Axis (Ascending / Descending)
Example: A logistics team filters their dashboard to show only “Delayed Deliveries” for a specific warehouse location.
Pro Tip: Combine filters and sorting options to get precise insights quickly!
🔍 Best Practices for Managing Custom Dashboards in Jugl
✔ Use Multiple Chart Types – Different charts highlight different insights effectively.
✔ Keep Dashboards Organized – Avoid clutter by prioritizing key metrics at the top.
✔ Set Up Relevant Filters – Apply filters by priority, assignee, or project to refine insights.
✔ Share Key Metrics with Teams – Keep teams aligned with real-time performance tracking.
Workspaces that use filtered dashboards see a 25% increase in productivity (Source: McKinsey).
🎯 Gold Catcher Takeaway: Turn Data into Action!
With Jugl’s Custom Dashboards, you can track tasks, sales, projects, and performance metrics effortlessly. By configuring charts, filtering data, and sharing insights with your team, you ensure everyone stays on the same page with real-time analytics. 💡
🚀 Take Action: Build Your First Custom 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.
🔗 Need help setting up specific charts? Check out our other guides! 🚀
Let’s Jugl it! 🎉