# Designing a KPI dashboard

**URL:** <https://community.triggre.com/t/designing-a-kpi-dashboard/745>\
**Category:** Data\
**Tags:** data, designer\
**Created:** [December 31, 2019, 11:00pm UTC](https://community.triggre.com/t/designing-a-kpi-dashboard/745 "2019-12-31T23:00:00Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Mar](https://yyz1.discourse-cdn.com/flex035/user_avatar/community.triggre.com/mar/32/395_2.png) [@Mar](https://community.triggre.com/u/Mar)\
**Post date:** [December 31, 2019, 11:00pm UTC](https://community.triggre.com/t/designing-a-kpi-dashboard/745/1 "2019-12-31T23:00:00Z")

</div>

## 1. Introduction

A **Dashboard** is actually nothing more than a **Page** that shows text, numbers and maybe some graphics in order to inform the user about certain information.

Of course it can only show data and numbers that are stored or calculated in the application. Creating a **Dashboard** will consist of the following parts:

1. A **Data item** called _Dashboard,_ that can be loaded with the values that need to be reported.

2. The **Flow part** _Dashboard_ which takes care of cleaning it and filling it with the actual values.

3. The **User flow** _Dashboard_ which displays the values in a transparent and well organized way.

The example below is a **Dashboard** for an online school. It shows information about the status of assigned **Questionnaires** and their questions.

It is a personal **Dashboard** : each teacher gets the information from the **Questionnaires** for which he is responsible.

You also can create **Dashboards** for specific groups, like departments, everyone in the organization, specified per customer or even customer type.

## 2. Create the Data item _Dashboard_

 ![Data dashboard](https://canada1.discourse-cdn.com/flex035/uploads/triggre/original/1X/372062fa6101946e405fe86db47a3760b43e213f.png)

1. Fill the Item **Pick list**. The **Pick list** contains the names of all types of data that the **Dashboard** shows. If you use different **Dashboards** , you might decide to design more than one data **Dashboard** (_Dashboard finance, Dashboard HR_…)  

2. Value is the result of the **Calculations** of **Lookups**.

## 3. Create the Flow part _Dashboard_

1. It deletes all existing **Dashboards** of the current user, so we start with a clean slate.
2. For every applicable **Dashboard** item it calculates the value that should be presented and it creates a **Data item** for that.  
 ![User flow dashboard](https://canada1.discourse-cdn.com/flex035/uploads/triggre/original/1X/37561d0acbbc585ba5ff26b2d28db619a18824e3.png)

## 4. Create the user flow _Dashboard_

1. Use the **Wizard** to create the **User flow** _Dashboard_. Only show an **Overview page**.
2. Add the **Button** _Update my dashboard_ that connects to the **Flow part** _Dashboard_. Provide it with the current user. It will clear and regenerate the **Dashboard** of the current user.  
 ![User flow dashboard overview](https://canada1.discourse-cdn.com/flex035/uploads/triggre/original/1X/67381d38404485660306b23ede1c2f9752afb808.png)

This is a simple **Dashboard** : you can add more data by using a **Page** with more columns. You can also insert graphs if you wish.