Key performance indicators, or KPIs, are a set of metrics that allow you to assess the state of your business. You can present KPIs through so-called KPI dashboards. In this complete dashboard guide, we will cover exactly how you can make a Google Sheets KPI dashboard in just a few simple steps.
After finalizing the design of your KPI dashboard, follow these steps to create the dashboard in Google Sheets. You will get a glimpse of a sample dashboard for each step.
You need to connect your data sources to Google Sheets. Google Sheets offers a diverse set of ways of importing KPI data to Google Sheets:
For our sample dashboard, we use the following sheets:
One good practice is to create separate sheets for each data source and then a seperate sheet or two for consolidating the data.
Some of the Google Sheets features you can use are the following:
Our sample dashboard now appears as follows:
We used Pivot Tables for the table of values on the lower-left corner, while we used line charts to visualize the trend in the values. The scorecard chart was used to display the current values.
Our app, Lido, requires many of the same steps, but the user interface is optimized for easily importing data and creating simple but effective dashboards. Here are the steps:
The main strength of Lido is its built-in data import feature. Here are the steps:
1.a: Click Data on the upper-left corner of Lido.
1.b: Select the source from the list:
1.c: Either input access details (such as API keys) or log in through another tab or window:
1.d: After successfully connecting, you will be redirected to the Dataset Editor, where you can select tables, or even specific rows or columns, to import.
1.e: Once you have finished selecting your data, click Save dataset & edit view in the top right corner. The data is now loaded to your Lido spreadsheet.
Another strength of Lido is that it has its own Dashboard function.
2.a: Click the Dashboard on the top of the Lido spreadsheet. A blank space will appear where you can add components by clicking the Components tab on the right side and dragging the components into your dashboard.
2.b: Drag-and-drop components from the Components sidebar. Some of the components you can add are the charts, tables, metrics (Lido’s version of scoreboard charts of Google Sheets), and even maps!
Once you have finished constructing your dashboard, click Preview on the upper-right corner to see how the dashboard will look once deployed. When you share your dashboard, this is how it will appear to your recipients.
If you are satisfied, click Share to share your dashboard with others! Here is the link to the sample dashboard.
Have you noticed the two main advantages of Lido over Google Sheets?
Lido is simply the superior choice for creating KPI dashboards! From the data import process down to assembling the components, Lido is optimized for your dashboard building project!