How to Create a Dashboard in six easy steps

Step 1: Define the purpose of the dashboard

Before diving into design or data, start with clarity: Why are you creating this dashboard? Is it for tracking sales performance, monitoring website traffic, managing project timelines, or analyzing customer support efficiency?

When you define the goal, it becomes easier to choose relevant metrics, set priorities, and keep the dashboard focused. Avoid trying to display too much. A dashboard that tries to do everything often ends up being confusing and less actionable.

Step 2: Collect and prepare the data

Once the purpose is defined, identify where your data lives. This could include CRMs, marketing platforms, financial systems, spreadsheets, or databases. Bring all relevant data into one place.

Data preparation is just as important. Clean your data, remove duplicates, format values consistently, and ensure the data is up to date and analysis-ready. The quality of insights directly depends on the quality of your data.

Zoho Analytics supports 500+ data connectors including Zoho CRM, Google Ads, HubSpot, and many more. You can also use built-in data preparation tools to clean, blend, and transform data before visualization.

Step 3: Design the layout and structure

A well-designed layout helps users understand the information quickly.

• List down the list of reports and KPI metrics that need to be added to the dashboard. Start by placing high-level metrics (like KPI widgets) at the top, followed by supporting charts and reports below.

• Group similar metrics together. Choose the right visualization types: line charts for trends, bar charts for comparisons, pie charts for proportions, and tables for granular details.

• Tailor the dashboard to suit specific roles, such as executives, sales reps, marketers, or support teams.

A logical and intuitive layout upfront saves time and reduces back-and-forth during the build phase.

Step 4: Create data visualizations

This is where raw data becomes insight. The goal is to answer a question clearly and quickly. Match the question to the visual: use lines for changes over time, bars for comparisons, scatter for relationships, and tables for precise values. Refer our guide on how to choose the right data visualization type.

Keep charts simple, label axes and units, and add context (targets, benchmarks, or notes) so viewers don’t have to guess what “good” looks like.

Be intentional with formatting. Limit the number of colors, sort categories logically, and choose scales that don’t distort the story. If a single chart starts trying to do too much, split it into two simpler views or use small multiples. When you expect people to explore, create interactive data visualization with features like tooltips and drill-downs.

With the data and layout ready, it’s time to build.

Create the reports and charts you’ve planned. Add forecast lines, trend analysis, or anomaly detection if needed.

Zoho Analytics offers three simple ways to create data visualizations

• Use the drag-and-drop builder
• Ask Zia, the AI agent, to generate charts for you
• Let Zia auto-generate contextual dashboards based on your data

Step 5: Build the dashboard

Think of the dashboard as a narrative that moves from “what’s happening” to “why it’s happening” to “what to do next.” Start with outcome metrics and KPIs at the top, then add diagnostic charts that explain movements underneath, and finish with detail tables for investigation.

Keep spacing consistent, use clear section headers, and add short descriptions where needed so first-time viewers can follow the story.

Plan interactivity deliberately. Create global filters (like date range, region, product line) so users can slice everything at once, and use local filters only when a specific chart needs its own scope. Enable drill-downs to move from summary to detail.

Now bring it all together into a single data visualization dashboard. Use Zoho Analytics’ builder to:

• Add charts, KPIs, pivot tables, and custom widgets
• Apply filters for time ranges, geographies, or product segments
• Use conditional formatting to highlight values that need attention
• Set up alerts for metrics that cross a defined threshold

This step is where your dashboard starts to take shape as a cohesive, interactive tool.

Step 6: Embed or share the dashboard

A great dashboard only drives impact when the right people can see it (securely and in the flow of their work). Decide who needs view-only access and who should be able to explore or edit, and align permissions accordingly.

Think about where the dashboard will live. Embedding it in your internal portal, CRM, or customer-facing app keeps insights near daily workflows; sharing links works well for internal teams; Add a short “About this dashboard” note that explains data sources, refresh frequency, and whom to contact with questions.

Once your dashboard is ready, it’s time to share it.

With Zoho Analytics, you can:

• Share dashboards securely with teams or clients
• Schedule automated email reports
• Embed dashboards in websites, portals, or apps
• Control access with fine-grained user-level permissions