How to create a dashboard in Pendo

How to create a dashboard in Pendo

Overview:

Elevate your data visualization in Pendo by creating impactful dashboards that enhance your analytical capabilities. This comprehensive guide offers a step-by-step process to efficiently design and implement dashboards, empowering you to organize and present key metrics with clarity. Improve your user experience, streamline data interpretation, and optimize decision-making within the Pendo platform. This guide ensures a seamless journey in crafting informative dashboards that boost efficiency and provide a clear snapshot of your data landscape.

1. Click 'New Dashboard' to begin dashboard creation.

1 Click on "New Dashboard"

2. Enter the name of your new dashboard in the highlighted area.

2 Click here

3. Click 'Add a description' to provide context to your dashboard.

3 Click on "Add a description"

4. Click 'Add Widget' to add a tracking overview to your dashboard.

4 Click on "Add Widget"

5. Select a widget type to further customize your dashboard view.

5 Click on "Select"

6. Use the dropdown menu to filter the data for your dashboard.

6 Click here

7. Rename the metrics for easy future reference.

7 Click here

8. Save your changes by clicking on the 'Save' button.

8 Click on "Save"

9. Explore each data point for detailed analysis.

9 Click here

10. Congratulations! You now have a fully customized dashboard.

10 Click here

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker