1. Why dashboards matter
Dashboards help translate raw data into visual insights. Instead of combing through spreadsheets or tools, you get a real-time, high-level view of your key performance indicators (KPIs).
Benefits of a custom dashboard
- Centralizes key metrics in one location
- Reduces manual data collection
- Provides visual clarity for decision-making
2. Choose the right platform
Some popular tools to create dashboards in 2025 include:
- Notion: Flexible for internal teams and personal goal tracking
- Google Sheets: Great for pulling in live data using add-ons
- Airtable: Combines the best of spreadsheets and databases
- Coda: Advanced logic and layouts with real-time data
3. Designing an effective dashboard
Step 1: Define your goals
What do you want to track? Revenue? Website traffic? Time spent per task?
Step 2: Identify key metrics
- SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound)
- Focus on 5–10 metrics that matter the most
Step 3: Choose visualizations
- Bar charts for progress comparison
- Line charts for trends over time
- Gauges or dials for current status vs goal
4. Automating data inputs
Use tools like Zapier or Make.com to feed data into your dashboards automatically. For example:
- Send form submissions to Google Sheets
- Sync Airtable records with external APIs
- Use Coda buttons to trigger workflows
5. Keep it actionable
Dashboards are only useful if they prompt action. Schedule a weekly review session where you analyze patterns, identify issues, and set next steps.